MSCRMBLOG.NET - Microsoft CRM & Sharepoint Blog

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:

MSCRM-Admin CRM 4.0, Customizations, JavaScript crm 4, custom field, jscript, title, tooltips

Simple answer, just change the date/clock back 20 days in control panel.

It should now say:  You have 20 days left in the trial period.

MSCRM-Admin JavaScript finished, trial, visual studio 2008

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!

MSCRM-Admin CRM 4.0, Customizations, JavaScript form, hide, JavaScript, jscript, section, tabs

1. Add a button on Form’s Toolbar/Grid’s Menu Bar for the entity in ISV config file (export ISV config)
2. Call launchOnDemandWorkflowForm (for button on Form) or launchOnDemandWorkflow (for button on grid) functions and pass the parameters sGrid, iObjType and workflowId.
3. 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="" WinMode="0">
<Titles>
<Title LCID="1033" Text="Send Email" />
</Titles>
<ToolTips>
<ToolTip LCID="1033" Text="Send Welcome Email" />
</ToolTips>
</Button>
</Entity>

Or you can alternatively request it from the web service:

/* the function */
ExecuteWorkflow = function(entityId, workflowId)
{
var xml = "" +
"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
GenerateAuthenticationHeader() +
" <soap:Body>" +
" <Execute xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
" <Request xsi:type=\"ExecuteWorkflowRequest\">" +
" <EntityId>" + entityId + "</EntityId>" +
" <WorkflowId>" + workflowId + "</WorkflowId>" +
" </Request>" +
" </Execute>" +
" </soap:Body>" +
"</soap:Envelope>" +
"";
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction","http://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;
return(resultXml.xml);
}

// call the workflow
var theWorkflowId = "3FD2DD58-4708-43D7-A21B-F0F90A0AA9F2"; //change to your workflow Id
ExecuteWorkflow(crmForm.ObjectId, theWorkflowId);

MSCRM-Admin CRM 4.0, Customizations, JavaScript button, isv, JavaScript, js, ondemand, workflow

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 triggered by the button, but that’s not the aim of this post.For this example I have used the default Contact Form. The Address Section is hidden onLoad and a Button is shown.

By Clicking on the Button the Section with the Address Details is shown again. In this example the Button Disappears, because it has no use anymore. (I could have added a function to hide the section again).

To achieve the above I have created a new Section with a new Attribute (new_button).

Next to that I placed the following Script in the onLoad of the Form:

Update: 9th March 2010 - updated code blocks - wordpress broke the code!

// Start of onLoad Code

//to hide the address details onload
crmForm.all.address1_name_c.parentElement.parentElement.parentElement.style.display = 'none';

// Replace the attribute new_button with the button and create a link to the onclick function
function CreateButton() {
var fieldTable = crmForm.all.new_button_d;
var html = "<table border='0' cellspacing='0' cellpadding='0'><tr><td width='0px'>" + fieldTable.innerHTML + "</td><td width='200px'><input type='button' value='Show Address Details' onclick='Button_OnClick()' style='background-color:#d8e8ff' style ='border-width:2px'/></td></tr></table>";
fieldTable.innerHTML = html;
//hide the new_button attribute
document.all.new_button.style.display='none';
crmForm.all.new_button_c.innerText="";
}
// Function to be triggered onClick
Button_OnClick = function() {
//to show the address details
crmForm.all.address1_name_c.parentElement.parentElement.parentElement.style.display ='block';
//In this case I hide the button, because I haven't added the button has not function anymore in this case
crmForm.all.new_button_c.parentElement.parentElement.parentElement.style.display ='none';
}
// Initialization: Execute the selected sample
CreateButton();

MSCRM-Admin CRM 4.0, Customizations, JavaScript add, button, Customizations, form, hide, show

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 showing the amount of attached notes or files referenced to CRM records without opening the notes tab it will reduce the risk to miss important information.

More info & Download: http://notescount.codeplex.com/

MSCRM-Admin CRM 4.0, Customizations, JavaScript count, crm4, entity, jscript, notes

Hello all,

Have you ever wanted to see the total no. of outstanding/completed activities on a Case, Account, Opportunity, Contact etc..?  

Well now you can, simply add the following JavaScript code to the onLoad event of the entity, it will query the webservice and it will give you the exact count of open/closed activities.

Update: 9th March 2010 - I have updated the code below and tested.

// this code is to get the number of activities and historical activities.
var buXml = GetRegardingActivity();
if(buXml != null)
{
    var buNodes = buXml.selectNodes("//BusinessEntity/q1:statecode"); // CRM 4.0
    var iActivity = 0;
    var iHistory = 0;

    if(buNodes != null )
    {
        /*get values*/
        for( i = 0; i < buNodes.length; i++)
        {
            switch(buNodes[i].text)
            {
                case "Open" : iActivity++; break;
                case "Scheduled" : iActivity++; break;
                case "Completed" : iHistory++; break;
                case "Canceled" : iHistory++; break;
            }
        }

        if(document.getElementById('navActivities') != null)
        {
            document.getElementById('navActivities').getElementsByTagName('NOBR')[0].innerText = document.getElementById('navActivities').getElementsByTagName('NOBR')[0].innerText + " (" + iActivity + ")";
        }

        if(document.getElementById('navActivityHistory') != null)
        {
            document.getElementById('navActivityHistory').getElementsByTagName('NOBR')[0].innerText = document.getElementById('navActivityHistory').getElementsByTagName('NOBR')[0].innerText + " (" + iHistory + ")";
        }
    }
}

function GetRegardingActivity()
{
    var xml = "" +
    "<?xml version="1.0" encoding="utf-8"?>" +
    "<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">" +
    GenerateAuthenticationHeader()  +
    " <soap:Body>" +
    "<RetrieveMultiple xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
    "<query xmlns:q1='http://schemas.microsoft.com/crm/2006/Query'"+
    " xsi:type='q1:QueryExpression'>"+
    " <q1:EntityName>activitypointer</q1:EntityName>" +
    " <q1:ColumnSet xsi:type="q1:ColumnSet">" +
    " <q1:Attributes>" +
    " <q1:Attribute>statecode</q1:Attribute>" +
    " </q1:Attributes>" +
    " </q1:ColumnSet>" +
    " <q1:Distinct>false</q1:Distinct>" +
    " <q1:Criteria>" +
    " <q1:FilterOperator>And</q1:FilterOperator>" +
    " <q1:Conditions>" +
    " <q1:Condition>" +
    " <q1:AttributeName>regardingobjectid</q1:AttributeName>" +
    " <q1:Operator>Equal</q1:Operator>" +
    " <q1:Values>" +
    " <q1:Value xsi:type="xsd:string">" + crmForm.ObjectId + "</q1:Value>" +
    " </q1:Values>" +
    " </q1:Condition>" +
    " </q1:Conditions>" +
    " </q1:Criteria>" +
    " </query>" +
    "</RetrieveMultiple>"+
    " </soap:Body>" +
    "</soap:Envelope>" +
    "";

    var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
    xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
    xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
    xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
    xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
    xmlHttpRequest.send(xml);

    var resultXml = xmlHttpRequest.responseXML;
    return resultXml;
}

Any comments or suggestions are welcome!

MSCRM-Admin CRM 4.0, Customizations, JavaScript activities, code, count, history, JavaScript, onload

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.

1. Export the ISV Config Customizations from CRM
2. Edit the XML file
3. 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.

4.  Save the XML and import into CRM and publish the customizations.

Code explantion:

JavaScript="locAddActTo(4210)" PassParams="0" WinParams="" WinMode="0" Client="Web, Outlook" AvailableOffline="true"

Here we are using the CRM javascript function locAddActTo() and using the entity identifier (this being a phone call) which is located in the SDK and we are telling CRM to show this button is Outlook and the web version of CRM

JavaScript="resolve();" PassParams="0" WinParams="" WinMode="0" Client="Web, Outlook" AvailableOffline="true"

We are using the resolve() function on the case entity form which will resolve the case like you would when going to the actions menu > resolve case

MSCRM-Admin CRM 4.0, Customizations, JavaScript case, Customizations, isv config, JavaScript, xml

Hi Guys,

Recently for a client, we had to create some many-to-1 relationship from Contact to Accounts & Opportunities.  We then had the problem of the related entity navigation on the side showing up.  They didn’t want to see all these related navigations. I added some onLoad code on the contact form to hide the Sidebar navigation.

Before:

The key is to get the relationship Elementid from the source code of the page (Press Ctrl + N to open new window, then click on the ‘view’ menu and click ’source’). Then find the Name of the Navigation and find the element id:

onLoad code:
document.getElementById("nav_new_contact_account_dm1").style.display = "none";
document.getElementById("nav_new_contact_account_dm2").style.display = "none";
document.getElementById("nav_new_contact_account_dm3").style.display = "none";
document.getElementById("nav_new_contact_account_dm4").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm1").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm2").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm3").style.display = "none";
document.getElementById("nav_new_contact_opportunity_dm4").style.display = "none";

After:

I hope this helps you all and gives you some idea of how powerful JavaScript & CRM are.

-MSCRM Person

MSCRM-Admin CRM 4.0, Customizations, JavaScript button, hide, JavaScript, jscript, navbar, onload, tab