Well, update roll up 9 is out (how the hell did we get to 9??)! Jeez with all these update packs there needs to be a full job to implement all these updates on servers and implement the necessary changes the update pack doesn’t.
KB article: http://support.microsoft.com/default.aspx?kbid=977650
Looks cool doesn’t it. well here goes nothing..
to achieve the above you will need the following (click read more link..)
// the following code is for the hover over lookup window
function OnCrmPageLoad()
{
/*
Reference the to Lookup, Provide the lookup (control) id.
*/
var PrvToLui = new LookupPreview("new_primarycontactid");
/*
Add Account Preview Information ,
returns an account entity wrapper object
*/
var accountEntity = PrvToLui.AddEntity("account");
/*
Add Account Preview Attributes,
Provide lable and schema name for each attribute
*/
accountEntity.AddAttribute("Business Phone","address1_line1");
accountEntity.AddAttribute("Mobile Phone","address1_city");
accountEntity.AddAttribute("Fax","address1_stateorprovince");
accountEntity.AddAttribute("E-mail","address1_postalcode");
/*
Add Related Entity (Primary Contact) Information
AddLinked requires the entity name and
lookup field schema name on the account.
*/
var contactEntity = accountEntity.AddLinked("contact","primarycontactid");
contactEntity.AddAttribute("Primary Contact","fullname");
contactEntity.AddAttribute("Contact Phone","telephone1");
/* ------------------------------------------------------------------ */
//Contact Entity Preview
var contactEntity = PrvToLui.AddEntity("contact");
contactEntity.AddAttribute("Business Phone","telephone1");
contactEntity.AddAttribute("Mobile Phone","mobilephone");
contactEntity.AddAttribute("Fax","fax");
contactEntity.AddAttribute("E-mail","emailaddress1");
var accountEntity = contactEntity.AddLinked("account","parentcustomerid");
accountEntity.AddAttribute("Parent Company", "name");
accountEntity.AddAttribute("Parent Street","address1_line1");
accountEntity.AddAttribute("Parent Suburb","address1_line2");
accountEntity.AddAttribute("Parent State","address1_stateorprovince");
accountEntity.AddAttribute("Parent Postcode","address1_postalcode");
accountEntity.AddAttribute("Parent Website","websiteurl");
/* ------------------------------------------------------------------ */
CRM5 is currently on schedule to ship as part of the Office14 Wave (most likely sometime in 2010), and the team is only part way through the development cycle, having just completed Milestone 1 (M1). Even so, there is already much to get excited about. Here is a list of “features” that were discussed:
New Features For End Users
Incidentally, something that isn’t discussed but appears on the ribbon is the “Add to Queue” command, from which I can only surmise that you will be add any entity (including custom entities) to a Queue.
Again, although not explicitly stated, it looks as though you can quickly save your filters as a View, as well as setting your own Default View.
The charts themselves are drill-through enabled and you can select a number of different chart formats such as Bar, Column, Funnel, Line, Pie & Scatter.
More info can be found here: http://blogs.msdn.com/ukcrm/archive/2008/11/10/what-s-new-in-crm5.aspx
Hi All,
If you would like to remove the ‘Resource Center’ menu navigation area in CRM, just do the following:
Any suggestions or comments welcome!
Hi Guys,
Welcome to my new Blog. My name is Ibrahim Sukari (refer to the About Me page for more info), i am a CRM developer. The company i work for is called RightServ. We have done quiet a few CRM deployments with hefty customizations. I basically created this blog to give back to the community that indeed helped me during those tough deployments. I’ll be posting a range of stuff including code and how-to’s. I want this blog to be on top and become a ALL-IN-ONE resource for Microsoft Dynamics CRM!
Thanks!
CRM 3.0, CRM 4.0, Customizations, Deployment, General, JavaScript, Licensing, Plug-ins, SDK
Recent Comments