Microsoft CRM MVP Matt Wittemann shares his insights into the inner workings of Microsoft Dynamics CRM with valuable articles about development, customization, power-user tips, and administration. http://prod1.si-sv1740.com/crmblog/Home/tabid/866/BlogId/15/Default.aspx en-US brent.eicher@customer-connect.com Tue, 06 Jan 2009 17:01:08 GMT Tue, 06 Jan 2009 17:01:08 GMT http://backend.userland.com/rss Blog RSS Generator Version 3.4.0.39853 <p>When working with Contact records in Microsoft Dynamics CRM, you might find it frustrating if someone asks you to send them the address of a particular contact. You either have to re-type it or copy it line by line. To save yourself the headache, use the ISVConfig customizations in CRM 3.0 or CRM 4.0 to add a button to the Contact form that lets you copy the address to the clipboard. The example below illustrates how to do this for the Contact.</p> <p>1. In the CRM Customizations area, go to "Export Customizations"</p> <p>2. Export the ISVConfig.xml file and save this file. Make a copy for backup.</p> <p>3. Edit the XML in Notepad or Visual Studio. Place the following code between the <Entities></Entities> tags:</p> <p><hr /> </p> <p><Entity name="contact"><br />    <MenuBar><br />             <!-- Custom Menus that you may add --><br />             <CustomMenus /><br />           </MenuBar><br /> <ToolBar ValidForCreate="1" ValidForUpdate="1"><br />             <Button JavaScript="var texttocopy;<br /> var AddrL2;<br /> if(!IsNull(crmForm.all.address1_line2.DataValue))<br /> {<br /> AddrL2 = ' ' + crmForm.all.address1_line2.DataValue + '\n';<br /> }<br /> else<br /> {<br /> AddrL2 = '</p> <p>';<br /> }<br /> try<br /> {<br /> texttocopy = crmForm.all.firstname.DataValue + ' ';<br /> texttocopy += crmForm.all.lastname.DataValue + '\n';<br /> texttocopy += crmForm.all.jobtitle.DataValue + '\n';<br /> texttocopy +=</p> <p>crmForm.all.parentcustomerid.DataValue[0].name + '\n';texttocopy += crmForm.all.address1_line1.DataValue + '\n';<br /> texttocopy += AddrL2;texttocopy += crmForm.all.address1_city.DataValue</p> <p>+ ', ' + crmForm.all.address1_stateorprovince.DataValue + '  '  + crmForm.all.address1_postalcode.DataValue + '\n';window.clipboardData.setData('Text',texttocopy);alert('Address</p> <p>Copied to Clipboard');}catch(e){alert('Error');}"><br />               <Titles><br />                 <Title LCID="1033" Text="Copy Address" /><br />               </Titles><br />               <ToolTips><br />                 <ToolTip LCID="1033" Text="Copy Address to Clipboard" /><br />               </ToolTips><br />             </Button><br />           </ToolBar><br />         </Entity></p> <p><hr /> </p> <p>4. Import the ISVConfig.xml file back into CRM.</p> <p>5. Refresh your CRM in the browser, open a Contact record, and test your button out.</p> <p>Happy copying and pasting!</p> <p>Tip: You may need to go to the Settings > Administration > System Settings > Customizations tab in CRM 4.0 to indicate that you want the ISVConfig customizations to show in the web and/or Outlook clients. In 3.0 you need to edit a config file on the CRM server (more info about this is in the SDK).</p> http://prod1.si-sv1740.com/crmblog/Home/tabid/866/EntryID/46/Default.aspx http://prod1.si-sv1740.com/crmblog/Home/tabid/866/EntryID/46/Default.aspx#Comments http://prod1.si-sv1740.com/Default.aspx?tabid=866&EntryID=46 Thu, 12 Jun 2008 17:06:00 GMT 0 http://prod1.si-sv1740.com/DesktopModules/Blog/Trackback.aspx?id=46