Sdk 5.0.9 is available

http://www.microsoft.com/download/en/details.aspx?id=24004

Cheers,

Convert text field to link button to open CRM record

I was working on a requirement to display a readonly field on a form and it should open a record if clicked. This can be achieved by adding a text field and then converting it to link button. It can be done by calling below function. Test Account is the link button added to account form.

google.com can be replaced by CRM record url. 

function ConvertToLink(fldName) {
    var btn = "<a href='javascript: void(0);' onclick=\"window.open(\'http://www.google.com\', \'windowname1\', \'width=600, height=650\');  return false;\" style='color:blue;text-decoration:underline !important'>Test Account</a>";
    var ctrl = Xrm.Page.ui.controls.get(fldName)._control;
    // Add the new button 
    ctrl.get_element().innerHTML += btn;
    // Hide the textbox 
    ctrl.get_element().firstChild.style.display = 'none';
}

You can refer this for more details on similar customization.

Happy JS,

Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 6

 

http://blogs.msdn.com/b/crminthefield/archive/2012/01/12/podcast-and-overview-microsoft-dynamics-crm-2011-update-rollup-6.aspx

 

Enjoy the rollup 6

Multiple Relationship & Mapping

CRM 2011 allows creating multiple relationship between 2 entities. In our implementation, I created primary contact and secondary contact lookup attributes on account entity. It works fine when we create an account and then associate primary & secondary contact to it.

The problem occurs when I tried creating it from left navigation link of accounts from contact entity. It set both primary & secondary contact to current contact which is not desirable. One just need to set primary or secondary at any given point of time. In my case, I need a primary contact.

I did it using following lines of code.

var FORM_TYPE_CREATE = 1;
var formType = Xrm.Page.ui.getFormType();
if (formType == FORM_TYPE_CREATE) {
    Xrm.Page.getAttribute('new_secondarycontact').setValue(null);
}

Hope it will be useful to you.

Happy Coding,

CRM 2011 very well explained

 

http://www.dynamicsexchange.com/CRM-2011/CRM-Overview.aspx#CRMPeople

Cheers,

Custom Lookup view for related entity records

I was working on requirement where accounts and contacts having n:n relationship. N:N related contacts are being displayed company contacts. There is also active contact lookup field on account form i.e. account 1:n contact related.

I wanted to display only contacts those are related to current account in lookup view. Here is how I achieved this.

function customLookview() {
    // generate new guid and specify here
    var viewId = "{7595F4DA-6340-492A-BBA8-0E87A7CC532C}";

    // Set the entity name
    var entityName = "contact";
    //Associated company contacts
    var viewDisplayName = "Associated Company Contacts";
    var accountId = Xrm.Page.data.entity.getId();
//fetch xml to get related contacts    

var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
  "<entity name='contact'>" +
    "<attribute name='fullname' />" +
    "<attribute name='telephone1' />" +
    "<attribute name='emailaddress1' />" +
    "<attribute name='jobtitle' />" +
    "<attribute name='fax' />" +
    "<attribute name='address1_postalcode' />" +
    "<attribute name='address1_line1' />" +
    "<attribute name='address1_stateorprovince' />" +
    "<attribute name='address1_country' />" +
    "<attribute name='address1_city' />" +
    "<attribute name='mobilephone' />" +
    "<attribute name='contactid' />" +
    "<order attribute='fullname' descending='false' />" +
    "<link-entity name='new_contact_account' from='contactid' to='contactid' alias='aa'>" +
      "<filter type='and'>" +
      "<condition attribute='accountid' operator='eq' value='" + accountId + "' />" +
    "</filter>" +
      "</link-entity>" +
  "</entity>" +
"</fetch>";
//grid xml for formatting view
    var layoutXml = "<grid name='resultset' object='2' jump='fullname' select='1' icon='1' preview='1'>" +
  "<row name='result' id='contactid'>" +
    "<cell name='fullname' width='300' />" +
    "<cell name='emailaddress1' width='150' />" +
    "<cell name='parentcustomerid' width='150' />" +
    "<cell name='telephone1' width='125' />" +
  "</row>" +
"</grid>";
    // specify the schemaname of the lookup control
    var lookupControl = Xrm.Page.ui.controls.get('new_coborrowerid');
    // set the parameters
    lookupControl.addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, true);
}

Thanks to Nishant for this post - 

http://nishantrana.wordpress.com/2010/12/31/filtered-lookup-in-crm-2011/

Happy Coding,

CRM 2011–Add Plugin Assembly and Sdk Steps to solution

Below are the steps to add new Plugin assembly and plug-in steps –

1. Open the solution –> Go to Plug-in Assemblies –> Click Add Existing assemblies from grid –> It will display below popup, select assembly and click ok.-> Should see the plugin in Plugin assemblies grid

2. Open Sdk Message Processing from Solution –> Click on Add Existing –> It will open below popup –> select the steps for specific plugin and click ok.-> should see the Sdk plugin in grid

Happy Coding,