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Set a default email template for new emails on cases.

By Carlton Colter - Last updated: Friday, October 2, 2009

In response to Peter Bergman’s post on the CRM forums, I traversed Microsoft’s code. I determined that the ApplyTemplate loads a specific page, and on that page, the ok button sets the information on the calling page. I melded the ApplyTemplate and ok methods together to create LoadTemplate provided below. With the right parameters, it will set the default template.

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Hide Fields or Tabs by Role with Javascript

By Carlton Colter - Last updated: Wednesday, September 30, 2009

Do you need to hide fields or tabs based on security roles. Here is an easy way to add the functionality to your CRM, use my code example.

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