iCRM Blog

I will be hosting two free iCRM One Click Webinars on January 19, 2010 at 4:30pm PST and again on January 20, 2010 at 10:00am PST. Attendees will recieve 10% Discount on the iCRM One Click Activity.

Webinars info.

The normal why to create a primary contact in MSCRM is to add the contact to the account and then go back to the account and lookup the contact that you just added. You can simplify this a bit by filtering the lookup on primary contact for only contacts from the account (see: Filter Primary Contact for contact associated to Account in MSCRM.) If you use One Click Activity this process is as simple as clicking ‘Set Primary Contact’.

Set Primary Contact from the contact form(use this for new and existing contacts).

This is simple just create a contact, preferable from the account using One Click Activity create contact related to selected entry button. Make sure the contact has a parent account; save the contact (do not close the form). Then once the contact is saved click the One Click Activity ‘Set Primary Contact’ button and you will be prompted to set this contact as the primary for the account. If there is no parent account nothing happens. Note if the account is open you will need to refresh it (F5) to see the changes.

Set Primary Contact from the contact grid (use this for existing contacts).

This is simple just select a contact in the grid (main, associate or advance find). Click the One Click Activity ‘Set Primary Contact’ button and you will be prompted to set this contact as the primary for the account. If there is no parent account nothing happens. Note if the account is open you will need to refresh it (F5) to see the changes.

Completing Activities in Microsoft Dynamics CRM requires the user to open the activity and click save as complete. If you want to add additional information to the activity this is fine but it you just need to complete it why open the form? Also what if you have a number of activity that you have now finished and need to complete, you would need to open each activity and save as complete. Now you can complete multiple activities including: tasks, phone calls, email, fax, letter and appointments right from the any activity grid (main activity grid or associated grid) with icrm one click activity. The complete activity grid button from icrm one click activity first prompts you to make sure you want to complete the selected activities. This make sure you don’t accidentally complete activities as CRM does not let you un-complete any activity.

ICRM One Click Activity Version 2 should be release latter this week. Here is a list of new features:

• Complete Activity from the grid (supports: task, phone call, appointments, fax, letter and email)
• Assign primary contact from grid.
• Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
• Create associate entity from an entity
  • From 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 from as on the grid.

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

Here is an example of how to create a follwing associated gird on a entity form. The idea here is to put two embedded grids on the form and relate one to the other. An embedded grid is an associated grid embedded in an iFrame. This is great is a great way to see associated records without having to navigate to the associated view. To learn about embedded grids see Customer Effective Blog. The next step is to capture the “onselectionchange” event of the first grid and pass this id and type to the second grid. To learn about “onselectionchange” event see More CRM Grid Goodies: Detecting Click Event by Customer Effective Blog.

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”.