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:

Microsoft Dynamics CRM 4.0

• Introduction
• Planning Guide
• Installing Guide
• Operating and Maintaining Guide
• Microsoft Dynamics CRM SDK
• Report Writers Guide
• Appendix A: Security Roles and Privileges
• Glossary
• Technical Articles

/*** 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.

if (document.all.tdAreas!=null) {
document.all.tdAreas.parentElement.children[0].style.display='none';
document.all.tdAreas.colSpan=2;
}

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");

Quote:
“ntext, text, and image data types will be removed in a future version of Microsoft SQL Server. Avoid using these data types in new development work, and plan to modify applications that currently use them. Use nvarchar(max), varchar(max), and varbinary(max) instead. For more information, see Using Large-Value Data Types.”
Source: MSDN SQL Server Developer Center