Customizations
Customize Marketing List (List Member View)
Hello all,
Today i wanted to customize the ‘All Members’ view on the Marketing List entity and couldn’t. I was stuck for 1 hour trying to figure out how to do this. I stumbled upon http://blogs.msdn.com/crm/archive/2008/04/02/customize-marketing-list-list-member-view.aspx and Jim explained it perfectly.
Answer:
The ability to Customize the List Member View of a marketing list has not been made available in [...]
CRM 4: Adding tooltips to fields on forms
Tooltips are little help messages explaning a field or label (if you hover over a label you will notice a tooltip), I had a requirenment for adding a tooltip to a custom field with some custom help text.
After some digging through i found out the correct JScript property and method:
crmForm.all.my_custom_attribute_c.title = “Add a value here and it should get automatically populated..”;
End Result:
CRM4: Hiding tabs and sections
Hello all,
I am currently working on a small CRM project and one of the requirements was to hide a section and a tab onLoad.
// Hiding the Contract section
crmForm.all.contractid_c.parentElement.parentElement.style.display=’none’;
// Hide the KB article tab (2nd Tab)
crmForm.all.tab1Tab.style.display=’none’;
I’m sure you can use this in other ways (i.e:. onChange, onClick etc..).
Happy Coding!
Call/Request a workflow in CRM 4.0 using Javascript
Add a button on Form’s Toolbar/Grid’s Menu Bar for the entity in ISV config file (export ISV config)
Call launchOnDemandWorkflowForm (for button on Form) or launchOnDemandWorkflow (for button on grid) functions and pass the parameters sGrid, iObjType and workflowId.
Save the config file and import it to CRM.
An example of this could be:
<Entity name=”account”>
<ToolBar ValidForCreate=”0″ ValidForUpdate=”1″>
<Button Icon=”/_imgs/mybutton.jpg” JavaScript=”launchOnDemandWorkflowForm(”, ‘10029′,’{00000000-0000-0000-0000-000000-00000}’);” PassParams=”1″ WinParams=”" [...]
Add a Button to a Form
This post is to show how to add a Button to a MS CRM Form, not to the Navigation Pane nor to the Menu Bar, but to the actual Form itself.
In this post I will show a simple usage of the Button, to show its function. You can understand that more advanced functions can be [...]
Recommended Microsoft CRM 4.0 Books
Hi All,
I would like to recommend to you some of the books i have read in regards to Microsoft Dynamics CRM 4.0.
Working with Microsoft Dynamics(TM) CRM 4.0 (Paperback)
by Jim Steger (Author), Mike Snyder (Author)
Product Description
Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management [...]
CRM 4.0: Notes Count on any Entity
NotesCount is a client side JScript customization, which enables CRM useres to recognize the amount of attached notes or attachments to any CRM record (e.g. contact, account, case, …) within the tab on top of the main form of the record.
Intention
NotesCount is intended to improve the UX of all Microsoft Dynamics CRM 4.0 users. By [...]
Remove ‘Resource Center’ from CRM4.
Hi All,
If you would like to remove the ‘Resource Center’ menu navigation area in CRM, just do the following:
Export the SiteMap customizations from CRM.
Unzip the file, then open the XML file and scroll to the end of the file and look for:
Highlight the the whole <area id=”ResourceCenter”> node and delete.
Save the XML file.
Re-Upload into CRM.
Clear IE cache and refresh - [...]
Add custom toolbar buttons to the Case Entity form.
Hi All,
Have you ever wanted to add some toolbar buttons to the CASE/CONTACT/ACCOUNT form?
Well now you can, you can use the ISV.config provided by CRM.
Export the ISV Config Customizations from CRM
Edit the XML file
Find the <entity name=”incident”> node and add the following - I couldn’t paste the XML because of wordpress limitations.
Note: the following are custom images: taskicon.gif, emailicon.gif and phonecallicon.gif.
Save the XML and [...]