Adding a toolbar button in CRM 4.0

How to add a toolbar button in CRM

Before these steps are done please backup or copy your ISVConfig.xml,so you have a master to restore if anything goes wrong.

This is very useful when you maybe want to do some branding of your company on your customer's CRM system,and link it to your website

Export the ISVConfig.xml from crm and open with editor, I use notepad.

Locate the following section within the xml file;



Below the section paste this code below!

Installing CRM 4.0 with SQL Server

This post will address the requirements for installating CRM on the relavant platforms.We will look at SQl Server 2005 and SQL Server 2008.

CRM JScripts- IFrames

All code can be used to save time in adding funtionality to CRM.All Code published on this post is for use at your own risk.MSCRMER will not be held responsible in any way for any errors or system failures by using the code provided. Code formatting might be affected by table size.

IFrame Code for NAV items in CRM.You will find alot of code across the internet explaining how to do this.The code below is also the same but just add your iframe and change the code.Enjoy!

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IFrames

//Contacts IFrame

function GetFrameSource(tabSet)
{
if (crmForm.ObjectId != null)
{
var oId = crmForm.ObjectId;
var oType = crmForm.ObjectTypeCode;
var security = crmFormSubmit.crmFormSubmitSecurity.value;
return "areas.aspx?oId=" + oId + "&oType=" + oType + "&security=" + security + "&tabSet=" + tabSet;
}
else
{
return "about:blank";
}
}
crmForm.all.IFRAME_Contacts.src = GetFrameSource("areaContacts");

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Custom Related Entities in a IFRAME

I used this code to have 5 iframes to related custom entities on a CRM form:Replace The (*) with your field and relationship names.

//OnLoad - JavaScript - (placed into the entity you want an iframe in)
function GetFrameSource(tabSet) {
if (crmForm.ObjectId != null) {
var oId = crmForm.ObjectId;
var oType = crmForm.ObjectTypeCode;
var security = crmFormSubmit.crmFormSubmitSecurity.value;
return "/userdefined/areas.aspx?oId=" + oId + "&oType=" + oType + "&security=" + security + "&tabSet=" + tabSet;
}
else {
return "about:blank";
}}
//Iframe 1
crmForm.all.IFRAME_*.src = GetFrameSource("*Unique relationship name*");
//Iframe 2
crmForm.all.IFRAME_*.src = GetFrameSource("*Unique relationship name*");
//Iframe 3
crmForm.all.IFRAME_*.src = GetFrameSource("*Unique relationship name*");
//Iframe 4
crmForm.all.IFRAME_*.src = GetFrameSource("*Unique relationship name*");
//Iframe 5;
crmForm.all.IFRAME_*.src = GetFrameSource("*Unique relationship name*");

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Maximize your CRM Screens

if (window.screen)
{
var aw = screen.availWidth;
var ah = screen.availHeight;
window.moveTo(0, 0);
window.resizeTo(aw, ah);
}

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Confirm Save

if (confirm("Are you sure you want to save this form?"))
{
}
else
{
event.returnValue = false;
validationErrors = true;
}

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Making a field Read-Only

Copy this code in the onload on the crm form.

crmForm.all.*fieldname*.readOnly=true

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Autofill other dates form a selected date

This is very usefil if for example if you have and entity like contracts and depending on the date slected for "Start date" other date fields are updated.Copy this code to the respective field ,change event.

function dateAddExtention(p_Interval, p_Number)
{
var thing = new String();
p_Interval = p_Interval.toLowerCase();
if(isNaN(p_Number))
{
throw "The second parameter must be a number. \n You passed: " + p_Number;
return false;
}
p_Number = new Number(p_Number);
switch(p_Interval.toLowerCase())
{
case "yyyy": {// year this.setFullYear(this.getFullYear() + p_Number);
break;
}
case "q":
{
// quarter this.setMonth(this.getMonth() + (p_Number*3));
break;
}
case "m":
{
// month this.setMonth(this.getMonth() + p_Number);
break;
}
case "y":// day of year case "d":
// day case "w":
{
// weekday this.setDate(this.getDate() + p_Number);
break;
}
case "ww": {
// week of year this.setDate(this.getDate() + (p_Number*7));
break;
}
case "h":
{
// hour this.setHours(this.getHours() + p_Number);
break;
}
case "n":
{
// minute this.setMinutes(this.getMinutes() + p_Number);
break;
}
case "s":
{
// second this.setSeconds(this.getSeconds() + p_Number);
break;
}
case "ms": { // second this.setMilliseconds(this.getMilliseconds() + p_Number);
break;
}
default: { throw "The first parameter must be a string from this list: \n" + "yyyy, q, m, y, d, w, ww, h, n, s, or ms. You passed: " + p_Interval; return false;
}
}
return this;
}
Date.prototype.dateAdd = dateAddExtention;
var expireson= new Date(crmForm.all.activeon.DataValue );
var *new_increasedate*= new Date(crmForm.all.activeon.DataValue );

//CONTRACT EXPIRES ON 60 MONTHS FROM START DATE
expireson.dateAdd("m",60);
//RENEWAL DATE IS 55 MONTHS FORM START DATE
*new_increasedate*.dateAdd("m",55);
crmForm.all.expireson.DataValue = expireson;
crmForm.all.new_increasedate.DataValue = new_increasedate;
crmForm.all.billingendon.DataValue = expireson;
crmForm.all.billingstarton.DataValue = crmForm.all.activeon.DataValue;

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