Bradley M. Law

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.

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;

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;
 }
}

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

I once kept all of my CRM 4.0 tools on a portable usb drive, however this worked most of the time I do not always have the location of the original tool. Well why not keep them here?

Other tools can be found on CODEPLEX

CrmDiagTool4 for Microsoft CRM 4.0

Microsoft Dynamics CRM 4.0 Documentation Generator

Interesting article on howw to display the result set of an advanced find grid in an IFRAME. I have not tried it yet but I think this may be very useful.

http://jamesdowney.net/blog/post/Displaying-CRM-Views-in-IFRAMES.aspx

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

The default duration and due date are annoying in CRM, Sonoma Partners has provided some basic code to set the default duration to blank and the due to date to the current date and time stamp. This is opposed to the following image where the due date is blank and the duration is 30 minutes.

var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;

case CRM_FORM_TYPE_UPDATE:
// do nothing
break;
}

A common question that resonates through the CRM customer base is allowing for filtered lookups between entities. I am currently in the final stages of a client who wanted this functionality between some custom relationships set between contacts and opportunities and another custom entity and opportunities. Here are a couple of resources on the two:

Application Based

http://www.stunnware.com/

Code Based

http://crm.georged.id.au/post/2008/02/16/Filtering-lookup-data-in-CRM-4.aspx

//force the result to the database
crmForm.all.DesiredField.ForceSubmit = true