MSCRMBLOG.NET - Microsoft CRM & Sharepoint Blog

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

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