CRM – Making field required based on Lookup Value, NOT picklist…

bradlaw — Fri, 30 Jul 2010 15:30:02 +0000

I posted this question to the CRM Forums here and got some good feedback from Rhett Clinton.

if(crmForm.all.new_salesstageid.DataValue != null && crmForm.all.new_salesstageid.DataValue[0].name != "1")
crmForm.SetFieldReqLevel("new_projectmanagerid", 1);

else

crmForm.SetFieldReqLevel("new_projectmanagerid", 0);

And here is an example that works with multipe options

if(crmForm.all.new_salesstageid.DataValue != null) {

    switch(crmForm.all.new_salesstageid.DataValue[0].name) {
        case "1":
        case "2":
            crmForm.SetFieldReqLevel("new_projectmanagerid", 1);
            break;
        default:
             crmForm.SetFieldReqLevel("new_projectmanagerid", 0);
      break;
    }

}
else
{
    crmForm.SetFieldReqLevel("new_projectmanagerid", 0);
}

Customize Marketing List Members (List Member View) CRM 4.0

bradlaw — Wed, 18 Feb 2009 16:34:50 +0000

One of the sales guys initiated a question on updating the columns for the Marketing List Members View in CRM 4.0. I was less than optomistic on how, but I found the following blog posting from the Microsoft Dynamics CRM Team Blog which shows you how. Whew, an odd one at best I must say?

http://blogs.msdn.com/crm/archive/2008/04/02/customize-marketing-list-list-member-view.aspx

Marketing List Members

Bradley M. Law » Configuration

CRM – Making field required based on Lookup Value, NOT picklist…

Customize Marketing List Members (List Member View) CRM 4.0