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• Complete Activities from the grid (supports: task, phone call, appointments, fax, letter and email)
• Assign primary contact from grid or the contact form.
• Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
• Create associate entity form an entity
  • Form accounts create a contact, opportunity, case, quote, order or invoice.
  • From contacts create an opportunity, case, quote, order or invoice.
  • From opportunity create a quote, order or invoice (brings across product just like creating them from the associate grid).
• Create the same buttons on the entity form as on the grid.

All the fetchers currently in iCRM One Click Activity Version 1.

These button show up in both the main grid, associate grid and the advanced find.  This enables users the option to work from list a list in the grid.

One Click Activity is easy to configure.  Use One Click Activity login form to log into you Microsoft Dynamics CRM with an account that has customization rights.  You can log into “On-premise”, “Internet facing”, or “live”.  You do not need direct access to the server.  You then just choose your entity (Account, Contact, Opportunity, Lead, and Incident) and click the activities you would like to add (Phone Call, Task, Email, Fax, Letter, Appointment, and Service Appointment).

Make sure that the users belong to a security role that has ISV Extensions enabled.  One Click Activity will work online, in outlook and outlook offline just make sure your System Setting is configured to show ISV.Config in all these places. 

Please comment about what other actions you would like to see added to One Click Activity.  Please contact us at  www.icrm.ca if there is a custom project you would like done.

crmForm.all.primarycontactid.additionalparams = ’search=’ + crmForm.all.name.DataValue;

This is great it fires when ever the account name changes. How about when the account name doesn’t change? Here you just need to add a line of script to the onLoad event on the account form.

crmForm.all.name.FireOnChange();

This fires the onChange event for the account name when the form load. Now when you click on lookup contact it will be filter by account name. (Remember to add “Parent Customer” to the find columns of the Contacts Lookup View or this will not work.)

Look to be able to select the contact right from the contact grid(main and associated) in the next version of icrmOneClickActivities.

Entity Type Codes:

Here is how it is done.

First add a parent iFrame and a child iFrame to the form. These will hold the embedded grids, set the src to “about:blank”. Now will start adding code to the On_Load event of the form.

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_parent.src = GetFrameSource(”new_new_maxexchangeserver_new_remoteaddressbo”);

The GetFrameSource function get the url for the current form for the set tabSet.

function GetFrameSourceID(oId, oType, tabSet)
{
if (crmForm.ObjectId != null)
{
var security = crmFormSubmit.crmFormSubmitSecurity.value;
return “areas.aspx?oId=” + oId + “&oType=” + oType + “&security=” + security + “&tabSet=” + tabSet;
}
else
{
return “about:blank”;
}
}

The GetFrameSourceID get the url for the parent grid row. You need to pass the id of the current entity in the grid as well as the typeid of the entity.

var bFired = false;
GridClick = function()
{
// check to see if this event has been fired already
if(bFired == false)
{
var frameDoc = document.getElementById(”IFRAME_parent”).contentWindow.document;
var crmGrid = frameDoc.all['crmGrid'];
var a = crmGrid.InnerGrid.SelectedRecords;
if (a.length > 0)
{
//Get the url to set for the child grid. Note we are always using the first selected value if more than one is selected.
crmForm.all.IFRAME_child.src = GetFrameSourceID(a[0][0],a[0][1],”new_new_remoteaddressbook_new_maxexchangepack”);
}
bFired = true;
}
else
{
// toggle our fired flag back
bFired = false;
}
}

The GridClick function will be called each time a row is selected.

AttachGridEvent = function()
{
if(crmForm.all.IFRAME_parent.readyState == “complete”)
{
var frameDoc = document.getElementById(”IFRAME_parent”).contentWindow.document;
frameDoc.all['crmGrid'].InnerGrid.attachEvent(”onselectionchange”, GridClick);
GridClick();
}
}
crmForm.all.IFRAME_parent.onreadystatechange = AttachGridEvent;

The AttachGridEvent attaches the GridClick event to the grid onselectionchange event. The challange here is we can not attach to the grid in the iFrame until the grid is loaded (readyState == “complete”). To do this we attach the GridClick event on the change of ready state and only add it if the readyState == “complete”.