How to easily close many CRM 4.0 activities in one shot ?

Article
03/11/2010

This sample allows you to add a button in order to close selected activities
in one shot.

Install:

- Export the ISV config file.

- extract the file and open it in an text editor.

- Update the isv config file with this source code (‘activitypointer’ section )

</Entities>

<Roles>

</Roles>

</Workflows>

<Root>

</Root>

<Grid>

<Button Icon="/_imgs/ico_18_debug.gif" JavaScript="

var grid = document.getElementById('gridBodyTable');

var a = document.all['crmGrid'].InnerGrid.SelectedRecords;

var selectedItems = new Array(a.length);

for (var i=0; i < a.length; i++)

{

var stateReq = '';

var stateType = '';

var state = 'Completed';

var status = '-1';

if(a[i][1] == '4212')

{

stateReq = 'SetStateTaskRequest';

stateType= 'Task';

}

else if(a[i][1] == '4210')

{

stateReq = 'SetStatePhoneCallRequest';

stateType= 'PhoneCall';

}

else if(a[i][1] == '4207')

{

stateReq = 'SetStateLetterRequest';

stateType= 'Letter';

}

else if(a[i][1] == '4204')

{

stateReq = 'SetStateFaxRequest';

stateType= 'Fax';

}

else if(a[i][1] == '4214')

{

stateReq = 'SetStateServiceAppointmentRequest';

stateType= 'ServiceAppointment';

state = 'Closed';

}

else if(a[i][1] == '4201')

{

stateReq = 'SetStateAppointmentRequest';

stateType= 'Appointment';

}

else if(a[i][1] == '4402')

{

stateReq = 'SetStateCampaignActivityRequest';

stateType= 'CampaignActivity';

state = 'Closed';

}

else if(a[i][1] == '4401')

{

stateReq = 'SetStateCampaignResponseRequest';

stateType= 'CampaignResponse';

}

else if(a[i][1] == '4202')

{

stateReq = 'SetStateEmailRequest';

stateType= 'Email';

}

var xml = '' +

'<?xml version="1.0" encoding="utf-8"?>' +

'<soap:Envelope xmlns:soap="https://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="https://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="https://www.w3.org/2001/XMLSchema">' +

' <soap:Header>' +

' <CrmAuthenticationToken xmlns="https://schemas.microsoft.com/crm/2007/WebServices">' +

' <AuthenticationType xmlns="https://schemas.microsoft.com/crm/2007/CoreTypes">0</AuthenticationType>' +

' <OrganizationName xmlns="https://schemas.microsoft.com/crm/2007/CoreTypes">Microsoft</OrganizationName>' +

' <CallerId xmlns="https://schemas.microsoft.com/crm/2007/CoreTypes">00000000-0000-0000-0000-000000000000</CallerId>' +

' </CrmAuthenticationToken>' +

' </soap:Header>' +

' <soap:Body>' +

' <Execute xmlns="https://schemas.microsoft.com/crm/2007/WebServices">' +

' <Request xsi:type="'+stateReq+'">' +

' <EntityId>' + a[i][0] + '</EntityId>' +

' <'+stateType+'State>'+state+'</'+stateType+'State>'+

' <'+stateType+'Status>' + status + '</'+stateType+'Status>'+

' </Request>' +

' </Execute>' +

' </soap:Body>' +

'</soap:Envelope>' +

'';

var xmlHttpRequest = new ActiveXObject('Msxml2.XMLHTTP');

xmlHttpRequest.Open('POST', '/mscrmservices/2007/CrmService.asmx', false);

xmlHttpRequest.setRequestHeader('SOAPAction','https://schemas.microsoft.com/crm/2007/WebServices/Execute');

xmlHttpRequest.setRequestHeader('Content-Type', 'text/xml; charset=utf-8');

xmlHttpRequest.setRequestHeader('Content-Length', xml.length);

xmlHttpRequest.send(xml);

var resultXml = xmlHttpRequest.responseXML;

}

window.crmGrid.Refresh();

" Client="Web" AvailableOffline="true">

</Titles>

</ToolTips>

</Button>

</Buttons>

</MenuBar>

</Grid>

</Entity>

</Entities>

</configuration>

</IsvConfig>

</Languages>

</ImportExportXml>

-import in CRM the isv config file.

Pierre-Adrien FORESTIER | PAF | https://blogs.msdn.com/paf

How to easily close many CRM 4.0 activities in one shot ?

Additional resources