Bradley M. Law » Customizations

CRM Concatenate two fields (or more than two)

bradlaw — Thu, 18 Mar 2010 19:42:33 +0000

Always a good one to remember.

crmForm.new_fullname.DataValue = crmForm.new_firstname.DataValue + " " + crmForm.new_lastname.DataValue

CRM 4.0 Hiding buttons (works with custom bottons)

bradlaw — Fri, 18 Sep 2009 15:08:05 +0000

Great script for hiding buttons on forms, this can be used for both custom buttons or out of the box buttons. Code is from DMCRM and can be found here.

onload

//Get all of the List Elements
var lis = document.getElementsByTagName('LI');

var i = 0;
//Loop through the list items
while (i < lis.length) {
//Don't worry about any list item that doesn't have the title you are looking for.
if (lis[i].getAttribute('title') == 'Qualify or disqualify the lead')
{
//Replace the DHTML with blank tags to hide the button
lis[i].outerHTML='<SPAN></SPAN>'
}
i = i + 1;
}

Update: The “Messages” associated with an entity control the tags, be sure you make these updates after updating the messages.

Customize Marketing List (List Member View)

bradlaw — Wed, 02 Sep 2009 12:49:31 +0000

I did this once a while back for a client and may need to do it soon again on my current client. I found this blog entry while looking at another entry on the MSCRMBLOG.net site.

Add a button to a form to hide a section

bradlaw — Wed, 02 Sep 2009 12:45:43 +0000

A very interesting method of using a button to hide an entire section from MSCRMBLOG.net. I am thinking of a great way to use this method to hide several 1-many sections that are linked in an IFRAME.

CRM 4.0 Hide Left Navigation Bar

bradlaw — Tue, 01 Sep 2009 12:35:00 +0000

I have been looking for a script that will hide the entire left navigation bar in MSCRM 4.0. for a custom entity. I found this forum response here and it works well!

document.all.crmNavBar.parentElement.style.display = "none";
document.all.tdAreas.colSpan = 2;

Formatting CRM 4.0 Phone Numbers

bradlaw — Tue, 01 Sep 2009 11:48:30 +0000

Here are a couple of great scripts for formatting phone numbers in CRM 4.0 that were posted as a responses to the East Region Microsoft CRM Blog.

/* This code formats the phone number, allowing up to a 5 digit extension to be displayed on the same line. The following code example shows how to format basic U.S. phone numbers. This method supports 7-digit and 10-digit numbers, for example, (410) 555-1212.*/

// Get the field that fired the event.
var oField = event.srcElement;

// Validate the field information.
if (oField.DataValue != "undefined" && oField.DataValue != null)
{
// Remove any nonnumeric characters.
var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
// If the number has a valid length, format the number.
switch (sTmp.length)
{
case "4105551212".length:
   oField.DataValue = "(" + sTmp.substr(0, 3) + ") " + sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4);
   break;
case "5551212".length:
   oField.DataValue = sTmp.substr(0, 3) + "-" + sTmp.substr(3, 4);
   break;
case "41055512121".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,1);
   break;
case "410555121212".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,2);
   break;
case "4105551212123".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,3);
   break;
case "41055512121234".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,4);
   break;
case "410555121212345".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,5);
   break;
}
}

—-

/* This code formats the phone number, The following code example shows how to format basic U.S. phone numbers. This method supports 7-digit and 10-digit numbers, for example, (410) 555-1212.*/

// Get the field that fired the event.
var oField = event.srcElement;
// Validate the field information.
if (oField.DataValue != "undefined" && oField.DataValue != null)
{
// Remove any nonnumeric characters.
 var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
// If the number has a valid length, format the number.
 switch (sTmp.length)
 {
   case "4105551212".length:
     oField.DataValue = "(" + sTmp.substr(0, 3) + ") " + sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4);
     break;
   case "5551212".length:
     oField.DataValue = sTmp.substr(0, 3) + "-" + sTmp.substr(3, 4);
     break;
 }
}

Free CRM Auditing Tools

bradlaw — Tue, 16 Jun 2009 18:00:09 +0000

Menoo te Koppele has posted an article on free CRM Auditing, I have not reviewed these tools but they seemed to be priced well.