Another option is to improve the tooltips.

The modifying and maintaining of the tooltips will be discussed in this post.

A tooltip is a small box, which contains a brief text message explaining the field. It appears below the label of a field on the MS CRM forms when the pointer of a mouse passes over or rests on that label and which contains a brief text message identifying or explaining the object. When the pointer moves away from the label the tooltip disappears.

Tooltips are available on every field on a MS CRM form. The current tooltips show the text of the label, which, in my opinion, does  not have any benefits. If you can read to label, you can read to tooltip. But the good thing is, we can change the contents of the current tooltips.

At the moment the only restrictions to the tooltips are that only unformatted text can be used and that the total amount of characters is no more than 512.

The onLoad code:

crmForm.all.new_attribute_c.title = “contents of the tooltip”

Example:

/*** make website field clickable***/
//change color and make underlined
crmForm.all.websiteurl.style.color = "#0000ff";
crmForm.all.websiteurl.style.textDecoration = "underline";
/* Double Click website to Open*/
function CreateURL(WebSite) {
    return function() {
        if (WebSite != null && WebSite.value.length > 0) {
            var prefix = WebSite.value.substring(5, 0);
            if (prefix == "http:") {
                window.open(WebSite.value);
            }
            else {
                window.open("http://" + WebSite.value);
            }
        }
    }
}
crmForm.all.websiteurl.attachEvent('ondblclick', CreateURL(crmForm.all.websiteurl));

if (document.all.tdAreas != null) {
document.all.tdAreas.parentElement.children[0].innerHTML = "<iFrame src = 'http://crm.atechnisch.nl' height = '100%'>";
}

This should also work for other parts of the screen in a similar way.

Yesterday a customer asked me to change the text in a read-only field. I’m system administrator on their system, so the easiest way should have been to change the Field Properties of the attribute, but this would allow all users to change this attributes on all records.
Another option would be to use the Enrich Functionality, described in this post.

I tried a third option, triggering javascript via the Address Bar of Internet Explorer. The usage may be well know, but I never thought of using it to modify read-only fields on records. Well, it is surprisingly easy. All you need to know it the id of the attribute you want to modify. (The id can be found with something like the IE Developer Toolbar.)
If you have the id the code is easy and you only have to copy it into the address bar of the record you want to modify:

javascript:crmForm.all.new_attribute.DataValue = "read-only doesn't work for me"; crmForm.all.new_attribute.ForceSubmit = true; crmForm.Save();

This means every user with modify rights on a record can change read-only field on that record.

The script I added is simple:

//hide the Add Existing button
if (objWindow.document.all._MBtoplocAssocOneToMany4200AccountActivityPointers !=null)
{
objWindow.document.all._MBtoplocAssocOneToMany4200AccountActivityPointers.style.display ='none';
}

 In my previous post you can read how to use it.

I know it does not solve the problem of hiding the “Add Existing” button on the Associated views, but in some cases it can be a way out.

But sometime you only want to show:

This can be achieved by adding a couple of line to your code to the code for your iFrame:

//hide the Filter bar
if (objWindow.document.all.AppGridFilterSelector!=null) {
objWindow.document.all.AppGridFilterSelector.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.children[0].style.display='none';
}
//hide the menu bar
if (objWindow.document.all.mnuBar1 !=null) {
objWindow.document.all.mnuBar1.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.style.display='none';
}

With the rest of the code it becomes like this:

//first check if the user is online. If the user is online, than the organization name should be used in the link. Otherwise (if offline) the organisation name should not be used in the link.
if (IsOnline())
{
var org = "/" + ORG_UNIQUE_NAME;
}
else
{
var org = "";
}
//the first part is to hide the borders
var frameName = 'IFRAME_Activities';
var objFrame = document.getElementById(frameName);
var objWindow = document.frames[frameName];
objFrame.allowTransparency=true;
objFrame.onreadystatechange = function () {
if (objWindow.document.readyState=='complete') {
objWindow.document.body.style.backgroundColor='transparent';
if (objWindow.document.getElementsByTagName('BODY')[0]!=null) {
objWindow.document.getElementsByTagName('BODY')[0].style.padding='0px';
}
if (objWindow.document.getElementsByTagName('TABLE')[0]!=null) {
objWindow.document.getElementsByTagName('TABLE')[0].cellPadding='0';
objWindow.document.getElementsByTagName('TABLE')[0].style.border='0px';
}
}
//hide the Filter bar
if (objWindow.document.all.AppGridFilterSelector!=null) {
objWindow.document.all.AppGridFilterSelector.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.children[0].style.display='none';
}
//hide the menu bar
if (objWindow.document.all.mnuBar1 !=null) {
objWindow.document.all.mnuBar1.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.parentElement.style.display='none';
}
}
//setting the contents of the iframe
var navFrame2;
navFrame2 =
document.all.navActivities;
var navWindow = document.frames['IFRAME_Activities_d'];
//and checking if the entity has been saved, nor quick create nor bulk edit is.
if (crmForm.FormType==1  || crmForm.FormType == 5 || crmForm.FormType == 6)
{
document.all.IFRAME_Activities.src="about:blank";
}
else
{
if (navFrame2 != null)
{
document.all.IFRAME_Activities.src= org + "/sfa/accts/areas.aspx?oId=" +
crmForm.ObjectId +"&oType="+crmForm.ObjectTypeCode+"&security=852023&tabSet=areaActivities";
navFrame2.name = navFrame2.id;
}
else{
alert("Page Not Found");
}
}

The main Reason for this Post is that we noticed that the “&” character is Not allowed in a URL Request, but is allowed as Search Value. The “&” character needs to be replaced by “%26″ to function properly. A list of characters can be found in the The extended ASCII table .

The example we used on the OnLoad of the Account:

crmForm.all.primarycontactid.additionalparams = 'search=' + crmForm.all.name.DataValue.replace("&","%26").replace("+","%2b");

Now if you want to search on customer who have monitor you will search on the True value of the Monitor checkbox. If one of your employees has entered 25 17″ monitors at a customer, but did not check the Monitor checkbox, this result will not show up in your query.
You can create a query that contains looks for the True value of the Monitor checkbox OR for the True value of the sub-category 17″ checkbox OR for the True value of the sub-category 19″ checkbox OR for the True value of the sub-category 21″ checkbox OR if the 17″ amount field contains data OR if the 19″ amount field contains data OR if the 21″ amount field contains data. This will not make live easier!
Another way to achieve your objectives is to add an onChange event to all the fields.
When an amount is entered you can be sure that the sub-category checkbox needs to be checked AND that the category checkbox needs to be checked. When the sub-category is checked the category needs to be checked. You can do this via a very simple onChange event.
Additional to this you can uncheck the sub-categories AND clear the amounts if an employee uncheckes the category. Because if a customer does not have monitors, than he will not have 17″, 19″ NOR 21″ monitors.
The same goes for the sub-category. If the sub-category is unchecked than the amount should be cleared. If you don’t have any 17″ monitors, than the amount is ‘null’.

code for onChange Category Level:

if (crmForm.all.new_categorymonitor.DataValue == "1")
{
}
else
{
crmForm.all.new_sub-category17.DataValue = false;
crmForm.all.new_amount17.DataValue = null;

crmForm.all.new_sub-category19.DataValue = false;
crmForm.all.new_amount19.DataValue = null;

crmForm.all.new_sub-category21.DataValue = false;
crmForm.all.new_amount21.DataValue = null;
}

code for onChange Sub-Category Level:

if (crmForm.all.new_sub-category17.DataValue == "1")
{
crmForm.all.new_categorymonitor.DataValue = true;
}
else
{
crmForm.all.new_amount17.DataValue = null;
}

code for onChange amount Level:

if (crmForm.all.new_amount17.DataValue != null)
{
crmForm.all.new_categorymonitor.DataValue = true;
crmForm.all.new_sub-category17.DataValue = true;
}

//to hide the address details onload
crmForm.all.address1_name_c.parentElement.parentElement.parentElement.style.display ='none';

//USER_LANGUAGE_CODE: Provides an LCID value representing the Microsoft Dynamics CRM Language Pack that the user has chosen
var Lang = USER_LANGUAGE_CODE
//if language is English
if (Lang == "1033")
{
var BtnTxt = "Show Address Details"
}
//if language is Dutch
if (Lang == "1043")
{
var BtnTxt = "Bekijk Adres Details"
}
//if language is French
if (Lang == "1036")
{
var BtnTxt = "Affiche les details de l'adresse"
}

// Replace the attribute new_button with the button and create a link to the onclick function
function CreateButton() {
var fieldTable = crmForm.all.new_button_d;

var html = "<table border='0' cellspacing='0' cellpadding='0'><tr><td width='0px'>" + fieldTable.innerHTML + "</td><td width='200px'><input type='button' id='btn_details' onclick='Button_OnClick()' style='background-color:#d8e8ff' style='border-width:2px'/></td></tr></table>";
fieldTable.innerHTML = html;

//hide the new_button attribute
document.all.new_button.style.display='none';
crmForm.all.new_button_c.innerText="";

//change the label of the button dependend on the language
var objBtn = document.getElementById('btn_details');
objBtn.value = BtnTxt;
objBtn.title = BtnTxt;

}
// Function to be triggered onClick
Button_OnClick = function() {
//to show the address details
crmForm.all.address1_name_c.parentElement.parentElement.parentElement.style.display ='block';
//In this case I hide the button, because I haven't added the button has not function anymore in this case
crmForm.all.new_button_c.parentElement.parentElement.parentElement.style.display ='none';
}
// Initialization: Execute the selected sample
CreateButton();