MSCRM Blogger

Need to reference an external javascript file to make functions available in change events and in an onload? Here’s how!

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.

In my previous post about hiding fields and tabs using roles, I outlined how use roles to hide fields, etc. Here is a modification of the method to hide sections by business unit.

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.

Sometimes you need to be able to have preset values, and have the duration auto-update. In this example, I will make the actual durations auto-update when one of the fields is changed. If the duration is changed, then the end date will be changed.

This script can be used to create a form in CRM that has fields appear based on a a radio (bit) yes/no. If yes, answer an additional question, if no, keep the other field hidden.