Close Campaign Response window

Did you ever notice that you will get an warning message when you close a new Campaign Response window? The message you will get is:Are you sure you want to navigate away from this page?Your changes have not been saved. To stay on the page so that you can save your changes, click Cancel.Press OK to continue, or Cancel to stay on the current page.OK CancelYou do get this message because Microsoft

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Remove attributes from form which cannot be removed

There are some attributes on CRM default forms which you cannot remove. This post will show you how you can do this anyway. While doing so, please keep in mind that Microsoft must have good reasons to fix attributes on the form. Removing this might have implications, as always have a good backup ready.The steps you need to follow to remove are:- Export customizations for the specific entity-

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Walk through all elements on a form

In some cases it is required to set all attributes on a form to disabled or do some other logic like checking which attribute has been changed. To do this you do need to walk through each attribute of the CRM form. My fellow MVP Mitch Milam has posted the technique to do this more than a year ago:http://blogs.infinite-x.net/2007/11/21/disabling-all-fields-on-a-crm-form/The most important piece of

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Hiding elements: the next evolution

One of my colleagues, Richard McCormick, has written a blog post for the Avanade internal employees. He has asked me to make this post publically available since it might be interesting for more people. Read on and get great code samples on how to hide attributes, elements and sections.Hiding Links & Controls in CRM 4 Before I go on, I should point out that this solution is technically

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Using Advanced Find for FetchXML builder v4.0

Some time ago I have written an article about how to use the Advanced Find as FetchXML builder. Today I tried using the javascript:prompt() method on a CRM 4.0 deployment and found out that the code doesn't work anymore. This alert script does still work though.javascript:alert(resultRender.FetchXml.value);A slightly different code which might be easier to remember is:javascript:alert(

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Setting the focus to a tab

Today me and a colleague worked on setting the focus of a crmForm automatically to a specific tab. After a bit of research we found that this code works:crmForm.all.tab1Tab.click();With this code in mind I looked on the internet and found that my fellow MVP Jim Wang posted that more than a year ago as well :)Anyway, it works!

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Get rid of "Do you want to close this window?"

You might get a question when opening CRM in Internet Explorer. The question is:The webpage you are viewing is trying to close the window.Do you want to close this window?yes noThis message does appear in CRM 4.0 only when you are using Internet Explorer 7.0 and you have enabled the application mode setting. Nevertheless, it is an anoying message which you can get away!To get rid of this message

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Javascript Files and Caching

You will notice that the performance of Dynamics CRM can be negatively affected when you have loads of Javascript codes embedded into the form of an entity. It is recommended that you take out the Javascript codes from the form and place them in a separate script file which can then be loaded in the form. This will cause the script to be downloaded only once and therefore improve performance when

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Determine the logged in user

Some time ago I wrote a post around how to show and hide fields based on the logged in user. Apparently this doesn't work for Dynamics CRM 4.0 anymore for two reasons. This post will help you to get it working again.The first one is that you are not allowed to use the <%= approach anymore. You do now have to use the function: Page.Response.Write(string strText);The second reason is that the

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Resizing windows

If you have a lot of data on an entity form, then you sometimes do want to force the page to open in full screen mode. There's a small javascript which will allow you to do this. Just add these two lines of code to the form onload of your entity form:window.moveTo(0,0);window.resizeTo(screen.availWidth, screen.availHeight);Also, when you open a custom page you can also set the window size by

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Stopping and continuing a save event

For some customizations you do need to stop the form onsave event, perform some business logic and continue the save event. An example would be that in specific conditions are met when a record is saved, then a popup will need to be shown. After filling in data in the popup and pressing a continue button on the popup, then the save operation would need to continue. The SDK helps in this situation

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ForceSubmit in ASP.Net

Today I've been working on a simple IFrame. This IFrame shows 3 dynamic picklists and the data in these picklists is coming from crm. Since some clients are a bit slow, I would like the picklists to be disabled while the postback is being performed. This is easily done with this script:function disableFields(field1, field2){ field1.disabled = true; field2.disabled = true;}

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Javascript and IFrames

I'm struggling with IFrames and JavaScript quite often. When you're working with this as well, the first thing to keep in mind is:Deselecte the option "restrict cross site scripting" (in dutch "Het uitvoeren van scripts tussen frames beperken")That usually saves a lot of troubles.Furthermore, the next step is to create JavaScripts. One which I use quite often, is one which allows me to access a

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Change requirement level at runtime

I've made quite some posts around how to dynamically modify the form by using JavaScript. One thing I haven't posted around yet, but what I do use quite often, is to modify the requirement level of attributes on the form at runtime. Based on a selection in the system, another field could become required. Also if the selection changes again, then the field should not be required anymore. Here is

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Add New Button on Lookup

Hi Guys,I’ve been looking into how to enable the ‘new’ button on custom entities. Here is what I have found. O yeah, For the direct solution scroll to the end of the mail.- You can set test some things when using this url:http://localhost:5555/_controls/lookup/lookupsingle.aspx?class=null&objecttypes=10001&browse=0&DefaultType=0&ShowNewButton=1&ShowPropButton=1Ofcourse modify the servername and

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Fetching the selected records in a grid

Make sure that you read this page if you want to use the selected values in a grid:http://msdn2.microsoft.com/en-us/library/bb267367.aspxUntil some time ago I was using one of the functions that CRM uses, but since that is unsupported and the method as described in the article as stated above is supported, I am using the new approach.In short it comes down to this:// window.dialogArguments

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Clone a record

There are some interesting things in the May 2006 Demo VPC that you might not have seen before. One of them is cloning a record. There's an addon written and supplied with the VPC that does take of cloning a contact. I've used it in some other projects and will be using it in my current project again. Ofcourse you can modify the code to match any entity.I'll add the code here so that you dont

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Modifying the history (associated) view filter

One of my friends, Michael Höhne, has blogged about how to change the default view of the associated view. This is a very common requested feature, also by my clients. Usually I inform them that it is not possible to change it, but that will change as of today. Take a look at the post at this address be thankful that Michael is willing to share all the codes just for the community :)http://

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Using the Advanced Find for FetchXML builder

Some time ago I talked about the program "FetchXML builder" to build FetchXML queries: http://ronaldlemmen.blogspot.com/2006/09/fetchxml-builder.html, but take a look at the next solution.You can just open the Advanced find page and build the query as you like. Then run the query to see if it returns the data as you wish it should. If you are satisfied with the results and you want to know what

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Accessing webservices via Javascript (aka AJAX)

Several times I've been asked, or saw the question on the newsgroups, how to create a piece of javascript code which retrieves data from a webservice. This information has been included in the SDK and you'll be able to find it here:http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0accessingwebservices.aspHere's the code example of that page:// Declare

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