MS DYNAMICS CRM

Senario is: when selected: check if the <subject> has <parentsubject> if not then msg: "please select a child subject tree" set focus back to subject else leave as <parent subject> /////////////////////////////////////// function GetAttributeValueFromID(sEntityName, sGUID, sAttributeName, sID) { var xml = "" + "<?xml version=\"1.0\" encoding=\"utf-8\"?>" + "<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" + GenerateAuthenticationHeader() + " <soap:Body>" + " <RetrieveMultiple xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" + " <query xmlns:q1=\"http://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">" + ...

When creating account, we need control, if an account number exist in another database, for controlling this case, we write sql code in javascript. function erpFirmaKontrol(val) {

In crm 4.0, there is no way to change the activitiy pointer defaullt view, thats way I search the crm source  pages and i find the way of change default view. open inetpub-->wwwroot-->Workplace-->home_activities.aspx; and  paste the script below, under the onload blok like the picture 3 crmTypeSelector.DataValue="phonecall"; OnActivityTypeChange(crmTypeSelector);

to disable a crm datetime filed in crm, using Disabled=true is not able to full disable the field.The date text still enable to edit. To fully disable the date filed use below script //Disable crmForm.all.DATETIME.Disabled=true; var node = crmForm.all["DATETIME" +"img"].parentNode.previousSibling.firstChild; node.disabled=true; crmForm.all["DATETIME" + "img"].src = "/_imgs/btn_dis_cal.gif"; node.className = "ro"; //Use below code to enable it crmForm.all.DATETIME.Disabled =false; var node = crmForm.all["DATETIME" +"img"].parentNode.previousSibling.firstChild; node.disabled =false; crmForm.all["DATETIME" + "img"].src = "/_imgs/btn_dis_cal.gif";node.className = "";

To Change, new activities sort order open the file (C:\Inetpub\wwwroot\Activities\dlg_create.aspx), with text editor.Find the code below, for example you want to see phone calls firstly, cut the phone calls rows and paste the row in first row, save close the file. RenderListItem(Util.Task, Privileges.CreateActivity); RenderListItem(Util.Fax, Privileges.CreateActivity); RenderListItem(Util.PhoneCall, Privileges.CreateActivity); RenderListItem(Util.Email, Privileges.CreateActivity); RenderListItem(Util.Letter, Privileges.CreateActivity); RenderListItem(Util.Appointment, Privileges.CreateActivity); RenderServiceAppointment(); RenderCampaignResponse();

From Nishanta's Blog http://nishantrana.wordpress.com/2010/04/22/customizing-convert-lead-dialog-box-in-crm-4/#comment-5203 This is an unsupported customization, where we would be hiding the account option from the convert lead dialog box. For doing so, Find and open the conv_lead.aspx page on your crm server. Inside the function window.onload add the following code function window.onload( ) { // add the following line of code to hide the checkbox document.getElementById('cbAddAccount').style.display ='none';and to hide the label by commenting out the following tag <label for="cbAddAccount"><% =Microsoft.Crm.CrmEncodeDecode.CrmHtmlEncode(Util.GetFmtObjName(Util.Account, Util.NameFormatStyle.Singular)) %></label>Just remember this is unsupported. Or use the following JavaScript document.getElementById(‘cbAddAccount’).style.display = “none”; document.getElementById(‘cbAddAccount’).parentNode.parentNode.childNodes[1]...

For pre filtering, sql reporting reports in Microsoft Dynamics CRM , you know that; to add CRMAF_   tag to the tables you want to filter. But one of our customer, especially in turkish (at Local languages) CRM 4.0 or CRM 3.0 our pre filter doesn not work. Always reports comes with run this record on all records. To resolve this problem, open rdl report with note pad or another text editor, search the "Initial" keyword in database connection words, CHANGE it to "initial" then go to CRM--> reports find the report. Delete it (you must delete, update does not work on tihis solution), then add the updated report crm. Then you see that your report will be pre filterable in CRM