Archive

Posts Tagged ‘crm4’

CRM 4 - Update Rollup 9

March 9th, 2010

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

Download: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=5869f2b3-d1a0-4f71-8be3-fde6e8053a2e

MSCRM-Admin CRM 4.0 , , , , ,

Mini Preview Window for Contact Lookup Field

March 9th, 2010

Preview Field

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");
/* ------------------------------------------------------------------ */

}
Read more...

MSCRM-Admin CRM 4.0, JavaScript , , , , ,

CRM 4.0: Notes Count on any Entity

May 20th, 2009

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.

screenshot 

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

MSCRM-Admin CRM 4.0, Customizations, JavaScript , , , ,