Implementing a Change Request System within CRM

Mitch Milam’s Microsoft Discussions » Blog Archive » CRM Team Blog Guest Post - 08/23/2007

Thu, 23 Aug 2007 21:52:45 GMT

PingBack from http://blogs.infinite-x.net/2007/08/23/crm-team-blog-guest-post-08232007/

re: Implementing a Change Request System within CRM

Mitch Milam — Thu, 23 Aug 2007 22:27:42 GMT

The customization file for this article can be found on my blog at:

http://blogs.infinite-x.net/2007/08/23/crm-team-blog-guest-post-08232007/

re: Implementing a Change Request System within CRM

crmblog — Thu, 23 Aug 2007 22:35:45 GMT

BTW, thanks for doing this post Mitch. It will be very interesting to a lot of people. And pointing them back to your own blog will help you start a dialog.

Cheers,

JaAG

re: Implementing a Change Request System within CRM

Carsten — Fri, 24 Aug 2007 15:58:31 GMT

found out that you have to customize your sitemap as well, cause the integration of the sitemap isn´t in your download package of the customizations

re: Implementing a Change Request System within CRM

Matt Wittemann — Fri, 24 Aug 2007 16:21:52 GMT

Great idea, Mitch! Thanks for another excellent post!

-Matt Wittemann

CRM MVP

http://icu-mscrm.blogspot.com

re: Implementing a Change Request System within CRM

Ayaz Ahmad — Fri, 24 Aug 2007 21:20:56 GMT

Nice post mitch. we have developed same kind of functionality in Infopath and sharepoint. Nice idea to implement it in MS CRM.

Ayaz Ahmad [MVP MSCRM]

http://ayazahmad.wordpress.com

re: Implementing a Change Request System within CRM

Jerry — Tue, 28 Aug 2007 00:11:05 GMT

The Change Number routine is returning a date of 2007.0727.210558 for today which leads me to believe it is July 27 and we are not in August?

re: Implementing a Change Request System within CRM

Mitch Milam — Tue, 28 Aug 2007 18:12:09 GMT

Carsten:

I did not make any modifications to the site map so I would be very interested in seeing what you had to change. Please email me:

mitch at infinite-x dot net.

re: Implementing a Change Request System within CRM

Mitch Milam — Tue, 28 Aug 2007 18:13:28 GMT

Jerry:

I use the Javascript Universal Coordinated Time ( UTC ) functions, which are zero-based. Review the following link for more information:

http://www.w3schools.com/jsref/jsref_getUTCMonth.asp

To get the month aligned to what we humans are used to seeing, you can modify the Javascript to just add 1 to the month, as shown below:

var currentMonth = currentDate.getUTCMonth() + 1;

re: Implementing a Change Request System within CRM

MDodd — Wed, 29 Aug 2007 18:24:34 GMT

Thought I'd share some JScript that uses a combo of Math.Rand and the DateTime to generate auto numbers:

//Adds an Auto-Gen AccountNumber

//Declare some variables

var aNumber

var bNumber

var strNumber

var myDate

var strDate

var nText

var fText

alert(crmForm.FormType)

if(crmForm.FormType == 1)

{

aNumber = Math.random();

bNumber = aNumber + '';

strNumber = bNumber.substr(2,4);

myDate = new Date();

strDate = myDate.getMonth() + '' + myDate.getDate() + '' + myDate.getYear();

nText = 'Acc:' + strDate;

fText = nText + strNumber;

crmForm.all.accountnumber.DataValue = fText;

crmForm.all.ForceSubmit = true;

}

re: Implementing a Change Request System within CRM

evgeniy_pmsoft — Sat, 01 Sep 2007 22:00:51 GMT

Nice solution, I will keep it in mind for my future MS CRM implementations! Thanks!

re: Implementing a Change Request System within CRM

awakin — Thu, 13 Sep 2007 19:07:23 GMT

Using this metod how can I add a prefix to the auto number. ie. "Acc"

Regards,

A.Akin

re: Implementing a Change Request System within CRM

craig.campbell — Mon, 12 Jan 2009 19:54:58 GMT

Does this technique for creating a Change Number field apply to the hosted CRM 4.0 service, or just to a customer's server-based installation?

Thanks.