CRM 2011 – Notes Aggregator. Get notes from Account, Leads and Opportunities

Posted by on Nov 7, 2013 in CRM 2011, JavaScript |

We have developed a notes aggregator control that gets all the associated notes and Activities against the Account, Opportunity and Originating Lead. This was developed in AngularJS framework along with the datatables jQuery plugin.  Contact me for more information or details.

Opportunity

 

Filtering notes only for the related Lead and Opportunities against the account.

Opportunity3

Filtering only against the Originating Lead from the Opportunity.

Opportunity2

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CRM2011 – Update statuscode and statecode of any entity using Javascript

Posted by on Oct 31, 2013 in CRM 2011, Customizations |

A common requirement either using a ribbon button or fired from any other event on the CRM form is to change the statuscode and statecode programmatically.

This is used along with the jQuery library, so don’t forget to add it to the form on load.

 

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CRM 2011 – Xrm Service Helper Class

Posted by on Oct 18, 2013 in CRM 2011 |

For those using the CrmSvcUtil.exe tool to generate entity classes and service context. You can use this simple class to wrap your actions and return your desired result:

More information on using the developer extensions at http://msdn.microsoft.com/en-us/library/gg695790.aspx

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CRM 2011 – Set IFRAME Loading screen

Posted by on Oct 17, 2013 in CRM 2011, Customizations, JavaScript |

So we needed to set an IFRAME loading screen before loading our custom webpage from Sharepoint instead of the blank white page while the sharepoint app pool is starting up.

iframe loading

These are the javascript functions I used:

 

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CRM 2011 – Get Entity Type Code using Javascript

Posted by on Oct 16, 2013 in CRM 2011, Customizations, JavaScript |

So while developing a solution for a customer I had hard-coded the etc codes for each entity not realising that once deployed on the new system the entity/object type codes for each entity may change on the destination system.

Real life saver!

 

 

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CRM 2011 – Popup a Lookup window from a Ribbon Button

Posted by on Oct 16, 2013 in CRM 2011 |

Below is a snippet of code to allow you to popup a lookup window for the entity of your choice. Use this on a form or from a ribbon button

 

 

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