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More Microsoft Dynamics CRM customers Tricks and Tips

More Microsoft Dynamics CRM customers Tricks and Tips

  • Comments 3

Have you been keeping up with the many tips and tricks that our users have submitted? Here are just a sample of some of the tips our customers have been submitting to the CRM Tricks and Tips site:

Note: These are use at your own risk suggestions that have not been tested by Microsoft.

Entering Dates

Submitted by: Laurence R. in Toronto

Microsoft Dynamics CRM version: 3.0

Categories: Other

As most are already aware, it is faster and easier to populate a date field by manually typing in the date instead clicking on the calendar button. What most people don't know, is that you only need to type in the month and day and CRM will auto-populate the year* once you tab to the next field. *CRM will fill in the current year if the month/day has not yet passed. It will fill in the next year if the month/day has already passed for the current year.

Display related entities on a Form

Submitted by: M. M’ller

Microsoft Dynamics CRM version: 3.0

Categories: Configure, Customize

Refering to the Article Display related contacts on your account I have a correction The right Code to display a Contact Tab on the Account Form would be.

var navContact; navContact= document.all.navContacts; if (navContact!= null) { navContact.style.display = "none"; document.all.IFRAME_ContactFrame.src="http://blogs.msdn.com/sfa/accts/areas.aspx?oId=" mce_src="http://blogs.msdn.com/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=1&security=852023&tabSet=areaContacts"; } else { alert("navContactNot Found"); }

Important is oType=1 for Account and oType=2 if we are on the Contact Form.

Some more Names of Areas which could be displayed: areaAct areaActivityHistory areaSubAccts areaContacts areaRelationships areaOpps areaQuotes areaOrders areaOrders areaService areaContracts

Display related contacts on your account form

Submitted by: Dave in Bristol

Microsoft Dynamics CRM version: 3.0

Category: Customize

Some users like to display related forms on their main account form. To display related contacts you can:

1. Create an iframe on the account page and name it "ContactFrame" (no quotes).

2. Set the URL to "about:blank" (no quotes).

3. Tick "Pass record object-type code and unique identifier as parameters".

4. Remove the tick from "restrict cross frame scripting" in the account OnLoad event use the following JavaScript:

var navContacts; navContacts = document.all.navContacts; if (navContacts != null) { navContacts.style.display = "none"; document.all.IFRAME_ContactFrame.src="http://blogs.msdn.com/sfa/accts/areas.aspx?oId=" mce_src="http://blogs.msdn.com/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=2&security=852023&tabSet=areaContacts"; } else { alert("navContacts Not Found"); }

There are many more at http://www.microsoft.com/dynamics/crm/using/usertips/tips.mspx

Enjoy,

JaAG

  • I don't wish to harp on about this, but the first tip is still incorrect (and won't work in it's current form).  

    I commented when it was posted on this blog originally, with a fix:

    http://blogs.msdn.com/crm/archive/2007/06/12/tips-from-users-of-microsoft-dynamics-crm.aspx

    HTH (again)

    Andrew.

  • Andrew, your comments have been forwarded to the Tips and Tricks owner and the errant suggestion has been pulled. Thank you for your time and attention.

  • When showing a related entity that has a many to many relationship. When adding an existing item, by clicking the button in the embedded view, the IFRAME doesn't refresh. So the user doesn't see the changes.

    For the example above (if the account and contact rel was many-to-many). When you click add existing contact to account and choose a contact. When you return to the account page the added contact isn't shown (you have to manually refresh the screen).

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