Bradley M. Law

Great article by Ross Lotharius at Ascentium titled “Multi-tenancy and the Default Organization, What is it and how do I set it for users?” which provides information on supporting users and setting default organizations in CRM 4.0.

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;
 }
}

Marketing list members are not in the customization section, I believe it is a code generated view that integrates with advanced find on the backend. To update this proceed to the following location in the Marketing List Entity.

Customization > Marketing Lists > Messages > edit the Custom Display String for all messages

I need to try this out but this solution from Bamboo Solution allow you to install SharePoint in Windows Vista.

I have been on the market for a well needed SharePoint piece of functionality that will allow me to provide users with cascading filtering of metadata in a list when users are selecting respective metatags. I have found several blogs, code snipets and blogs on this topic.

Here they are:

SharePoint Cascading Drop Down List (With Filter) Field Type | by Sarith Sircar (Blog) & on CodePlex

While attempting to install a trial solution for SharePoint I ran into an issue using stsadm where I wasn’t able to remove a solution.

A quick google search brought me to an excellent article by Alex Thissen titled “Removing malfunctioning Windows SharePoint Services solutions” details the entire process. I my case withe a new SharePoint installation the WSS Administration service had not started and isn’t started from what I can tell by default.

Ever wonder why your Windows Server 2008 installation does not work with Wi-Fi? Check this simple solution out.

I am working with a government client and instituting some best practices around document management including metadata content management and site structure. The following are a few good posts that outline these topics.

SharePoint Metadata Best Practices

Determine subsites and top-level sites (site collections) in SharePoint Solution

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