Step1: Create a new Web Application in Visual Studio 2010
Step2: Create "SDKReference" folder and add "microsoft.crm.sdk.dll" and "microsoft.crm.sdktypeproxy.dll" dll from SDK folder into "SDKReference" folder.
Step3: Add reference for above two dlls in the project.
Step4: Create a "Dashboard.aspx" page into project
Step5: Write following code on Dashboard.aspx.cs file
Step3: Add reference for above two dlls in the project.
Step4: Create a "Dashboard.aspx" page into project
<html>
<head id="Head1" runat="server">
<title>Untitled Page</title>
<style type="text/css">
BODY
{
background-image: url(/_imgs/app_back.gif);
background-repeat: repeat-x;
border-top: 1px solid #6693cf;
font-family: Tahoma;
font-size: 11px;
height: 100%;
margin: 0;
padding: 0;
}
#MainDiv
{
margin: 5px;
padding: 5px;
border: 1px solid #6893CF;
background-color: #eaf3ff;
display: table;
text-align: center;
}
DIV.ContentDiv
{
height: 150px;
width: 98%;
text-align: center;
border: 1px solid #6893CF;
background-color: #F3F8FF;
overflow: auto;
}
table
{
width: 90%;
margin-top: 10px;
margin-bottom: 10px;
border: 1px solid #6893CF;
}
th
{
font-size: 7pt;
filter: progid:DXImageTransform.Microsoft.Gradient(GradientType=0,
StartColorStr=#DBEBFF, EndColorStr=#FFFFFF; ) background-image:url(/_imgs/nav_header_back.gif);
background-repeat: repeat-x;
padding: 3px;
border-top: 1pxsolid#ffffff;
border-bottom: 1pxsolid#DDECFF;
}
th, td
{
border-left: 1px solid #DDECFF;
}
td
{
padding-top: 8px;
padding-bottom: 8px;
border-bottom: 1px solid #DDECFF;
}
.MainRow
{
background-color: #edf4fc;
}
.AltRow
{
background-color: #ffffff;
}
.TableHeader
{
font-size: 7pt;
font-weight: bold;
padding-top: 10px;
}
</style>
</head>
<body>
<form id="form1" runat="server">
<div id="MainDiv">
<div>
<div id="LeadDiv" class="ContentDiv">
<div class="TableHeader">
Top 5 Most Recent Open Leads</div>
<asp:Table ID="LeadTable" runat="server" CellPadding="0" CellSpacing="0">
<asp:TableHeaderRow>
<asp:TableHeaderCell>Full Name</asp:TableHeaderCell>
<asp:TableHeaderCell>Phone</asp:TableHeaderCell>
<asp:TableHeaderCell>City</asp:TableHeaderCell>
<asp:TableHeaderCell>Lead Source</asp:TableHeaderCell>
<asp:TableHeaderCell>Created On</asp:TableHeaderCell>
</asp:TableHeaderRow>
</asp:Table>
</div>
<div id="ActivityDiv" class="ContentDiv">
<div class="TableHeader">
Top 5 Activities Due this Week</div>
<asp:Table ID="ActivityTable" runat="server" CellPadding="0" CellSpacing="0">
<asp:TableHeaderRow>
<asp:TableHeaderCell>Activity Type</asp:TableHeaderCell>
<asp:TableHeaderCell>Subject</asp:TableHeaderCell>
<asp:TableHeaderCell>Priority</asp:TableHeaderCell>
<asp:TableHeaderCell>Start Date</asp:TableHeaderCell>
<asp:TableHeaderCell>Due Date</asp:TableHeaderCell>
</asp:TableHeaderRow>
</asp:Table>
</div>
<div id="OpportunityDiv" class="ContentDiv">
<div class="TableHeader">
Top 5 Most Recent Opportunities</div>
<asp:Table ID="OpportunityTable" runat="server" CellPadding="0" CellSpacing="0">
<asp:TableHeaderRow>
<asp:TableHeaderCell>Topic</asp:TableHeaderCell>
<asp:TableHeaderCell>
Potential Customer
</asp:TableHeaderCell>
<asp:TableHeaderCell>Est. Close Date</asp:TableHeaderCell>
<asp:TableHeaderCell>Probability</asp:TableHeaderCell>
</asp:TableHeaderRow>
</asp:Table>
</div>
</div>
</div>
</form>
</body>
</html>
Step5: Write following code on Dashboard.aspx.cs file
using System;
using System.Collections.Generic;
using System.Linq;
using System.Web;
using System.Web.UI;
using System.Web.UI.WebControls;
using Microsoft.Win32;
using Microsoft.Crm.SdkTypeProxy;
using Microsoft.Crm.Sdk.Query;
using Microsoft.Crm.Sdk;
using System.Xml;
using System.Net;
namespace ISVOnPremises
{
public partial class Dashboard : System.Web.UI.Page
{
#region CRMServiceAuthentication
string _orgName;
CrmService _crmService;
private CrmAuthenticationToken CreateAuthenticationToken()
{
CrmAuthenticationToken token;
token = CrmAuthenticationToken.ExtractCrmAuthenticationToken(this.Context, this._orgName);
token.OrganizationName = this._orgName;
token.AuthenticationType = AuthenticationType.AD;
return token;
}
private string BuildCrmServiceUrl()
{
RegistryKey regkey = Registry.LocalMachine.OpenSubKey(@"SOFTWARE\Microsoft\MSCRM");
string serverUrl = regkey.GetValue("ServerUrl").ToString();
return serverUrl + "/2007/crmservice.asmx";
}
private CrmService CreateCrmService(CrmAuthenticationToken token)
{
CrmService service = new CrmService();
service.Credentials = System.Net.CredentialCache.DefaultCredentials;
service.CrmAuthenticationTokenValue = token;
service.Url = BuildCrmServiceUrl();
return service;
}
#endregion
protected void Page_Load(object sender, EventArgs e)
{
this._orgName = "vtest";
CrmAuthenticationToken token = this.CreateAuthenticationToken();
this._crmService = this.CreateCrmService(token);
Guid userId = token.CallerId;
PopulateLeadTable(_crmService, userId);
PopulateActivityTable(_crmService, userId);
PopulateOpportunityTable(_crmService, userId);
}
private void PopulateLeadTable(CrmService crmService, Guid userId)
{
BusinessEntityCollection bec;
using (new CrmImpersonator())
{
QueryExpression leadQuery = new QueryExpression();
leadQuery.EntityName = EntityName.lead.ToString();
ColumnSet leadColumns = new ColumnSet();
leadColumns.AddColumns("fullname",
"telephone1",
"address1_city",
"leadsourcecode",
"createdon");
leadQuery.ColumnSet = leadColumns;
ConditionExpression ownerCondition = new ConditionExpression();
ownerCondition.AttributeName = "ownerid";
ownerCondition.Operator = ConditionOperator.Equal;
ownerCondition.Values = new object[] { userId };
FilterExpression filter = new FilterExpression();
filter.Conditions.Add(ownerCondition);
filter.FilterOperator = LogicalOperator.And;
leadQuery.Criteria = filter;
OrderExpression order = new OrderExpression();
order.AttributeName = "createdon";
order.OrderType = OrderType.Descending;
leadQuery.Orders.Add(order);
bec = crmService.RetrieveMultiple(leadQuery);
}
// add the top 5 leads
for (int i = 0; i < bec.BusinessEntities.Count; i++)
{
lead crmLead = (lead)bec.BusinessEntities[i];
string rowClass = "MainRow";
if (i % 2 == 1)
rowClass = "AltRow";
TableRow tr = new TableRow();
tr.CssClass = rowClass;
TableCell fullNameCell = new TableCell();
fullNameCell.Text = crmLead.fullname;
tr.Cells.Add(fullNameCell);
TableCell phoneCell = new TableCell();
phoneCell.Text = crmLead.telephone1;
tr.Cells.Add(phoneCell);
TableCell cityCell = new TableCell();
cityCell.Text = crmLead.address1_city;
tr.Cells.Add(cityCell);
TableCell leadSourceCell = new TableCell();
if (crmLead.leadsourcecode != null)
leadSourceCell.Text = crmLead.leadsourcecode.name;
tr.Cells.Add(leadSourceCell);
TableCell createdOnCell = new TableCell();
createdOnCell.Text = crmLead.createdon.Value;
tr.Cells.Add(createdOnCell);
this.LeadTable.Rows.Add(tr);
if (i == 4)
break;
}
}
private void PopulateActivityTable(CrmService crmService, Guid userId)
{
string fetchResults, fetchXml;
using (new CrmImpersonator())
{
fetchXml = String.Format(@"<fetch mapping='logical'>
<entity name='activitypointer'>
<attribute name='activitytypecode' />
<attribute name='subject' />
<attribute name='scheduledstart' />
<attribute name='scheduledend' />
<attribute name='prioritycode' />
<attribute name='createdon' />
<filter type='and'>
<condition attribute='ownerid' operator='eq' value='{0}' />
<condition attribute='scheduledend' operator='this-week' />
<condition attribute='statecode' operator='eq' value='0' />
</filter>
<order attribute='createdon' />
</entity>
</fetch>", userId);
fetchResults = crmService.Fetch(fetchXml);
}
XmlDocument fetchResultDoc = new XmlDocument();
fetchResultDoc.LoadXml(fetchResults);
XmlNodeList resultNodes = fetchResultDoc.DocumentElement.SelectNodes("result");
for (int i = 0; i < resultNodes.Count; i++)
{
string activityType = String.Empty;
string subject = String.Empty;
string scheduledStart = String.Empty;
string scheduledEnd = String.Empty;
string priorityCode = String.Empty;
activityType = resultNodes[i].SelectSingleNode("activitytypecode").Attributes["name"].Value;
subject = resultNodes[i].SelectSingleNode("subject").InnerText;
XmlNode scheduledStartNode = resultNodes[i].SelectSingleNode("scheduledstart");
if (scheduledStartNode != null)
scheduledStart = scheduledStartNode.Attributes["date"].Value;
XmlNode scheduledEndNode = resultNodes[i].SelectSingleNode("scheduledend");
if (scheduledEndNode != null)
scheduledEnd = scheduledEndNode.Attributes["date"].Value;
priorityCode = resultNodes[i].SelectSingleNode("prioritycode").Attributes["name"].Value;
string rowClass = "MainRow";
if (i % 2 == 1)
rowClass = "AltRow";
TableRow tr = new TableRow();
tr.CssClass = rowClass;
TableCell activityTypeCell = new TableCell();
activityTypeCell.Text = activityType;
tr.Cells.Add(activityTypeCell);
TableCell subjectCell = new TableCell();
subjectCell.Text = subject;
tr.Cells.Add(subjectCell);
TableCell priorityCell = new TableCell();
priorityCell.Text = priorityCode;
tr.Cells.Add(priorityCell);
TableCell scheduledStartCell = new TableCell();
scheduledStartCell.Text = scheduledStart;
tr.Cells.Add(scheduledStartCell);
TableCell scheduledEndCell = new TableCell();
scheduledEndCell.Text = scheduledEnd;
tr.Cells.Add(scheduledEndCell);
this.ActivityTable.Rows.Add(tr);
if (i == 4)
break;
}
}
private void PopulateOpportunityTable(CrmService crmService, Guid userId)
{
BusinessEntityCollection bec;
using (new CrmImpersonator())
{
QueryExpression opportunityQuery = new QueryExpression();
opportunityQuery.EntityName = EntityName.opportunity.ToString();
ColumnSet opportunityColumns = new ColumnSet();
opportunityColumns.AddColumns("name",
"customerid",
"estimatedclosedate",
"closeprobability");
opportunityQuery.ColumnSet = opportunityColumns;
ConditionExpression ownerCondition = new ConditionExpression();
ownerCondition.AttributeName = "ownerid";
ownerCondition.Operator = ConditionOperator.Equal;
ownerCondition.Values = new object[] { userId };
FilterExpression filter = new FilterExpression();
filter.Conditions.Add(ownerCondition);
filter.FilterOperator = LogicalOperator.And;
opportunityQuery.Criteria = filter;
OrderExpression order = new OrderExpression();
order.AttributeName = "createdon";
order.OrderType = OrderType.Descending;
opportunityQuery.Orders.Add(order);
bec = crmService.RetrieveMultiple(opportunityQuery);
}
for (int i = 0; i < bec.BusinessEntities.Count; i++)
{
opportunity crmOpportunity = (opportunity)bec.BusinessEntities[i];
string rowClass = "MainRow";
if (i % 2 == 1)
rowClass = "AltRow";
TableRow tr = new TableRow();
tr.CssClass = rowClass;
TableCell topicCell = new TableCell();
topicCell.Text = crmOpportunity.name;
tr.Cells.Add(topicCell);
TableCell customerCell = new TableCell();
if (crmOpportunity.customerid != null)
customerCell.Text = crmOpportunity.customerid.name;
tr.Cells.Add(customerCell);
TableCell closeDateCell = new TableCell();
if (crmOpportunity.estimatedclosedate != null)
closeDateCell.Text = crmOpportunity.estimatedclosedate.Value;
tr.Cells.Add(closeDateCell);
TableCell probabilityCell = new TableCell();
if (crmOpportunity.closeprobability != null)
probabilityCell.Text =
crmOpportunity.closeprobability.Value.ToString();
tr.Cells.Add(probabilityCell);
this.OpportunityTable.Rows.Add(tr);
if (i == 4)
break;
}
}
}
}
Step6: Add new Web Deployment Project in the solution
Step7: Rebuild All Solution
Step8: Deploy the Deployment Package on your MS CRM server in "ISV/CRM4ALL" folder.
Step9: After successful deployment create Virtual Directory for "CRM4ALL" folder.
Step10: Export and modify the SiteMap.xml (add provided link) into any group code and update SiteMap.xml file.
Step11: Import SiteMap.xml customization for your organization and enjoy...
