xRM and BI Workshop: February 2009

Window.opener stuff

http://msdn.microsoft.com/en-us/library/cc150863.aspx

http://www.dotnetspider.com/resources/22146-How-call-parent-page-javascript-function-from-popup-window.aspx

http://www.webreference.com/js/tutorial1/opener.html

Formatting Telephone Numbers

http://msdn.microsoft.com/en-us/library/cc468409.aspx

Create CRM 4.0 form buttons

http://marioraunig.blogspot.com/2008/04/there-are-several-ways-to-do-this-1.html

http://crmstuff.blogspot.com/2008/02/create-button-on-your-form.html

Form Events

var FormEventId_None = 0;
var FormEventId_Save = 1;
var FormEventId_SaveAndClose = 2;
var FormEventId_Delete = 3;
var FormEventId_Load = 4;
var FormEventId_Deactivate = 5;
var FormEventId_Reactivate = 6;
var FormEventId_EmailSend = 7;
var FormEventId_EmailReply = 8;
var FormEventId_EmailForward = 9;
var FormEventId_KbSubmit = 10;
var FormEventId_KbReject = 11;
var FormEventId_KbPublish = 12;
var FormEventId_KbUnPublish = 13;
var FormEventId_KbRate = 14;
var FormEventId_LeadUnqualify = 15;
var FormEventId_LeadQualify = 16;
var FormEventId_QuoteAccept = 17;
var FormEventId_QuoteCreateOrder = 18;
var FormEventId_OrderProcessOrder = 19;
var FormEventId_OpportunityAddRelatedOrder = 21;
var FormEventId_OpportunityAddRelatedQuote = 22;
var FormEventId_OpportunityAddRelatedInvoice = 23;
var FormEventId_QuoteCreateRevision = 24;
var FormEventId_QuoteCloseQuote = 25;
var FormEventId_OrderCancelOrder = 26;
var FormEventId_InvoiceClose = 27;
var FormEventId_QuoteGetProducts = 28;
var FormEventId_QuoteActivate = 29;
var FormEventId_EmailReplyAll = 30;
var FormEventId_ContractHold = 31;
var FormEventId_ContractReleaseHold = 32;
var FormEventId_ContractCancel = 33;
var FormEventId_ContractRenew = 34;
var FormEventId_ProductConvertToKit = 35;
var FormEventId_ProductConvertFromKit = 36;
var FormEventId_ContractDetailCancel = 37;
var FormEventId_ContractInvoice = 38;
var FormEventId_ContractClone = 39;
var FormEventId_IncidentCancel = 40;
var FormEventId_EmailAssign = 41;
var FormEventId_ChangeSalesStage = 42;
var FormEventId_SalesOrderGetProducts = 43;
var FormEventId_InvoiceGetProducts = 44;
var FormEventId_TemplateMakeOrgAvailable = 45;
var FormEventId_TemplateMakeOrgUnavailable = 46;
var FormEventId_Assign = 47;
var FormEventId_IncidentAssignToUser = 49;
var FormEventId_OrderLock = 50;
var FormEventId_OrderUnlock = 51;
var FormEventId_InvoiceLock = 52;
var FormEventId_InvoiceUnlock = 53;
var FormEventId_ConvertResponse = 54;
var FormEventId_ReportMakeOrgAvailable = 60;
var FormEventId_ReportMakeOrgUnavailable = 61;
var FormEventId_WorkflowAddCheckStep = 62;
var FormEventId_WorkflowUpdateCondition = 63;
var FormEventId_WorkflowCreateAction = 64;
var FormEventId_SendInvite = 65;
var FormEventId_WorkflowAddElseIfStep = 66;
var FormEventId_WorkflowAddElseStep = 67;
var FormEventId_WorkflowDeleteStep = 68;

from: \_static\_common\scripts\formevt.js

Convert a Text Field to Label

here: http://mscrm4ever.blogspot.com/2008/08/convert-text-field-to-label.html

Embedding related record link in Email

here: http://mscrm4ever.blogspot.com/2008/09/embedding-related-record-link-in-email.html

Cloning an Entity Using JavaScript

here: http://mscrm4ever.blogspot.com/2008/06/cloning-entity-using-javascript.html

Display Fetch in Iframes

here: http://mscrm4ever.blogspot.com/2008/09/display-fetch-in-iframe.html

Creating Collapsible Form Sections

here: http://mscrm4ever.blogspot.com/2008/08/creating-collapsable-sections.html

Quick MS CRM CTI Integration

here: http://mscrm4ever.blogspot.com/2008/09/quick-ms-crm-cti-integration.html

Adding Presence to CRM Form fields

add to Form onLoad event:

var ocs = new ActiveXObject("Name.NameCtrl");

function OnCrmPageLoad()
{
AddPresence( "emailaddress1" , 0 );
AddPresence( "telephone1" , 0 );
}

function AddPresence( elementId , tabIndex )
{
if( typeof(ocs) == "object" )
{
var element = document.getElementById( elementId );
element.tab = tabIndex;
element.attachEvent( "onmouseover" , ShowOOUI );
element.attachEvent( "onmouseout" , HideOOUI );
window. attachEvent( "onscroll" , HideOOUI );
}
}

// show Messenger icons
function ShowOOUI()
{
var element = event.srcElement;
var elemVal = element.DataValue;
if( !(element && elemVal) )
return;

var offsetX = -20;
var offsetY = -2;

for (var parent = element; parent; parent = parent.offsetParent)
{
if (parent.offsetLeft)
{
offsetX += parent.offsetLeft;
}

if (parent.offsetTop)
{
offsetY += parent.offsetTop;
}
}

var scrollTop = document.getElementById("tab" + element.tab).scrollTop;
ocs.ShowOOUI(elemVal, 0, offsetX + element.offsetWidth, offsetY - scrollTop);
}

function HideOOUI()
{
ocs.HideOOUI();
}

OnCrmPageLoad();

from here: http://mscrm4ever.blogspot.com/2008/09/adding-presence-to-crm-form-fields.html

Creating an UpDown Control

here: http://mscrm4ever.blogspot.com/2008/11/creating-updown-control.html

Show / Hide Crm Form Toolbar buttons

See here: http://mscrm4ever.blogspot.com/2008/08/show-hide-crm-form-toolbar-buttons.html

Hidden buttons reappear when resizing a crmForm

HideButton = function()
{
var ULListItems = document.getElementById(”mnuBar1″).rows[0].cells[0].getElementsByTagName(”UL”)[0].getElementsByTagName(”LI”);
for(var i=0; i -1)
{
ULListItems[i].style.display = “none”;
}
}
}

// Execute the function when loading the form
HideButton();

// Execute the function when the form is resized.
window.onresize = HideButton;

from here: http://kennyvaes.wordpress.com/2009/02/03/hidden-buttons-reappear-when-resizing-a-crmform/

Putting a DateTime value in a CrmDateTime field

When you want to assign a DateTime value to a CrmDateTime field while using the Webservice API it is not as simple as converting the DateTime field to a string and assigning the value.

The string has to be in a specific format.

CrmDateTime sEndDate = new CrmDateTime(MyDateTimeValue.ToString(“s”));

from here: http://kennyvaes.wordpress.com/2009/02/03/putting-a-datetime-value-in-a-crmdatetime-field/

Hiding custom buttons in CRM 4.0 Toolbar

var ULListItems = document.getElementById("mnuBar1").rows[0].cells[0].getElementsByTagName("UL")[0].getElementsByTagName("LI");
for(var i=0; i -1)
   {
       ULListItems[i].style.display = "none";
   }
}

from here: http://kennyvaes.wordpress.com/2009/02/03/hiding-custom-buttons-in-crm-40-toolbar/

Extending duplicate detection with Soundex algorithm

Instructions here: http://advantageworks.blogspot.com/2008/01/extending-duplicate-detection-with.html

Algorithm script from here: http://www.creativyst.com/Doc/Articles/SoundEx1/SoundEx1.htm

 /*
  * v 1.0d  TESTED-OK  20060112
  * -----------------------
 *
 * The following SoundEx function is:
 *
 *    (C) Copyright 2002 - 2006, Creativyst, Inc.
 *               ALL RIGHTS RESERVED
 *
 * For more information go to:
 *           http://www.Creativyst.com
 * or email:
 *           Support@Creativyst.com
 *
 * Redistribution and use in source and binary
 * forms, with or without modification, are
 * permitted provided that the following conditions
 * are met:
 *
 *   1. Redistributions of source code must
 *      retain the above copyright notice, this
 *      list of conditions and the following
 *      disclaimer.
 *
 *   2. Redistributions in binary form must
 *      reproduce the above copyright notice,
 *      this list of conditions and the
 *      following disclaimer in the
 *      documentation and/or other materials
 *      provided with the distribution.
 *
 *   3. All advertising materials mentioning
 *      features or use of this software must
 *      display the following acknowledgement:
 *      This product includes software developed
 *      by Creativyst, Inc.
 *
 *   4. The name of Creativyst, Inc. may not be
 *      used to endorse or promote products
 *      derived from this software without
 *      specific prior written permission.
 *
 * THIS SOFTWARE IS PROVIDED BY CREATIVYST CORPORATION
 * ``AS IS'' AND ANY EXPRESS OR IMPLIED WARRANTIES,
 * INCLUDING, BUT NOT LIMITED TO, THE IMPLIED
 * WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
 * PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL
 * THE AUTHOR BE LIABLE FOR ANY DIRECT, INDIRECT,
 * INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL
 * DAMAGES (INCLUDING, BUT NOT LIMITED TO,
 * PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS
 * OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION)
 * HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY,
 * WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
 * (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY
 * WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF
 * ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
 *
*/
 function SoundEx(WordString, LengthOption, CensusOption)
 {
     var TmpStr;
     var WordStr = "";
     var CurChar;
     var LastChar;
     var SoundExLen = 10;
     var WSLen;
     var FirstLetter;

     if(CensusOption) {
         LengthOption = 4;
     }

     if(LengthOption != undefined) {
         SoundExLen = LengthOption;
     }
     if(SoundExLen > 10) {
         SoundExLen = 10;
     }
     if(SoundExLen < 4) {
         SoundExLen = 4;
     }

     if(!WordString) {
         return("");
     }

     WordString = WordString.toUpperCase();

     /* Clean and tidy
     */
     WordStr = WordString;


     WordStr = WordStr.replace(/[^A-Z]/gi, " "); // rpl non-chars w space
     WordStr = WordStr.replace(/^\s*/g, "");     // remove leading space
     WordStr = WordStr.replace(/\s*$/g, "");     // remove trailing space



     if(!CensusOption) {
         /* Some of our own improvements
         */
         WordStr = WordStr.replace(/DG/g, "G");     // Change DG to G
         WordStr = WordStr.replace(/GH/g, "H");     // Change GH to H
         WordStr = WordStr.replace(/GN/g, "N");     // Change GN to N
         WordStr = WordStr.replace(/KN/g, "N");     // Change KN to N
         WordStr = WordStr.replace(/PH/g, "F");     // Change PH to F
         WordStr =
             WordStr.replace(/MP([STZ])/g, "M$1"); // MP if fllwd by ST|Z
         WordStr = WordStr.replace(/^PS/g, "S");   // Chng leadng PS to S
         WordStr = WordStr.replace(/^PF/g, "F");   // Chng leadng PF to F
         WordStr = WordStr.replace(/MB/g, "M");    // Chng MB to M
         WordStr = WordStr.replace(/TCH/g, "CH");  // Chng TCH to CH
     }





     /* The above improvements
      * may change this first letter
     */
     FirstLetter = WordStr.substr(0,1);


     /* in case 1st letter is
      * an H or W and we're in
      * CensusOption = 1
     */
     if(FirstLetter == "H" || FirstLetter == "W") {
         TmpStr = WordStr.substr(1);
         WordStr = "-";
         WordStr += TmpStr;
     }


     /* In properly done census
      * SoundEx the H and W will
      * be squezed out before
      * performing the test
      * for adjacent digits
      * (this differs from how
      * 'real' vowels are handled)
     */
     if(CensusOption == 1) {
         WordStr = WordStr.replace(/[HW]/g, ".");
     }


     /* Begin Classic SoundEx
     */
     WordStr =  WordStr.replace(/[AEIOUYHW]/g, "0");
     WordStr = WordStr.replace(/[BPFV]/g, "1");
     WordStr = WordStr.replace(/[CSGJKQXZ]/g, "2");
     WordStr = WordStr.replace(/[DT]/g, "3");
     WordStr = WordStr.replace(/[L]/g, "4");
     WordStr = WordStr.replace(/[MN]/g, "5");
     WordStr = WordStr.replace(/[R]/g, "6");



     /* Properly done census:
      * squeze H and W out
      * before doing adjacent
      * digit removal.
     */
     if(CensusOption == 1) {
         WordStr = WordStr.replace(/\./g, "");
     }



     /* Remove extra equal adjacent digits
     */
     WSLen = WordStr.length;
     LastChar = "";
     TmpStr = "";
     // removed v10c djr:  TmpStr = "-";  /* rplcng skipped first char */

     for(i = 0; i < WSLen; i++) {
         CurChar = WordStr.charAt(i);
         if(CurChar == LastChar) {
             TmpStr += " ";
         }
         else {
             TmpStr += CurChar;
             LastChar = CurChar;
         }
     }
     WordStr = TmpStr;


     WordStr = WordStr.substr(1);          /* Drop first letter code   */
     WordStr = WordStr.replace(/\s/g, ""); /* remove spaces            */
     WordStr = WordStr.replace(/0/g, "");  /* remove zeros             */
     WordStr += "0000000000";              /* pad with zeros on right  */

     WordStr = FirstLetter + WordStr;      /* Add first letter of word */

     WordStr = WordStr.substr(0,SoundExLen); /* size to taste     */

     return(WordStr);
 }

SiteMap: Control whether a subarea is displayed for a given user

http://msdn.microsoft.com/en-us/library/cc150881.aspx

xRM and BI Workshop

Wednesday, 25 February 2009

Window.opener stuff

Formatting Telephone Numbers

Sunday, 22 February 2009

Create CRM 4.0 form buttons

http://marioraunig.blogspot.com/2008/04/there-are-several-ways-to-do-this-1.html

Re-Release of Update Rollup 2 - V2

Microsoft Dynamics CRM Wiki

Tuesday, 17 February 2009

Modifying the Convert Lead Web dialog box

Thursday, 12 February 2009

Round-robin Lead assignment

Tuesday, 10 February 2009

Hide the Whole Application Menu Toolbar

ISV.Config XML Reference

Monday, 9 February 2009