Some usefull links about CRM Custmization

CRM Form Types

Is the user creating a new record?
crmForm.FormType == 1

Is the user updating an existing record
crmForm.FormType ==2

Is the user unable to update this record?
crmForm.FormType == 3

Is this record deactivated?
crmForm.FormType == 4

Is the user using the Quick Create form?
crmForm.FormType == 5

Is the user using the Bulk Edit form?
crmForm.FormType == 6

What is the unique ID for this record?
= crmForm.ObjectId

What type of record is this?
= crmForm.ObjectTypeCode

What type of record is this (Entity Name)?
= crmForm.ObjectTypeName

Is the user using the Outlook Client?
crmForm.IsForOutlookClient==true

Is the user using the Outlook Light Client?
crmForm.IsForOutlookLightClient == true

Is the user working On line?
crmForm.IsOnline==true

Have any fields in this form been changed?
crmForm.IsDirty==true

Reference:
http://mscrm-developer.blogspot.com/2008/09/crm-form-types.html

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Use full JavaScripts

http://ronaldlemmen.blogspot.com/

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Hide menu bar in Iframe

http://crm.atechnisch.nl/2008/03/hiding-bars-in-iframes/

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Tricks and Tips from Users of Microsoft Dynamics CRM
http://crm.atechnisch.nl/2008/03/hiding-bars-in-iframes/

Find login user of CRM using JavaScript

var xml = "" +
"" +
"< soap:envelope chema-instance="" chema="" envelope="" http:="" schemas.xmlsoap.org="" soap="" www.w3.org="" xmlns:soap="\ " xmlns:xsd="\ " xmlns:xsi="\ " >" +

GenerateAuthenticationHeader() +

" < soap:body >" +

" < retrievemultiple crm="" ebservices="" http:="" schemas.microsoft.com="" xmlns="\" >" +

" < query crm="" http:="" q1:queryexpression="" schemas.microsoft.com="" uery="" xmlns:q1="\" xsi:type="\" >" +

" < q1:entityname>systemuser< / q1:entityname >" +

" < q1:columnset q1:columnset="" xsi:type="\" >" +

" < q1:attributes >" +

" < q1:attribute>businessunitid < / q1:attribute >" +

" < q1:attribute>firstname< / q1:attribute >" +

" < q1:attribute>fullname" +

" < q1:attribute>lastname" +

" < q1:attribute>organizationid " +

" < q1:attribute>systemuserid" +

" < /q1:attributes >" +

" < /q1:columnset >" +

" < q1:distinct>false" +

" < q1:criteria >" +

" < q1:filteroperator>And" +

" < q1:conditions >" +

" < q1:condition >" +

" < q1:attributename>systemuserid" +

" < q1:operator>EqualUserId" +

" < / q1:condition >" +

" < / q1:conditions >" +

" < / q1:criteria >" +

" < / query >" +

" < / retrievemultiple >" +

" < / soap:body >" +

"< / soap:envelope >" +

"";



var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");



xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");

xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

xmlHttpRequest.setRequestHeader("Content-Length", xml.length);

xmlHttpRequest.send(xml);



var resultXml = xmlHttpRequest.responseXML;

var entityNode = resultXml.selectSingleNode("//RetrieveMultipleResult/BusinessEntities/BusinessEntity");



var firstNameNode = entityNode.selectSingleNode("q1:firstname").nodeTypedValue;

var lastNameNode = entityNode.selectSingleNode("q1:lastname").nodeTypedValue;

var fullNameNode = entityNode.selectSingleNode("q1:fullname").nodeTypedValue;

var systemUserIdNode = entityNode.selectSingleNode("q1:systemuserid").nodeTypedValue;

var businessUnitIdNode = entityNode.selectSingleNode("q1:businessunitid").nodeTypedValue;

var organizationIdNode = entityNode.selectSingleNode("q1:organizationid").nodeTypedValue;


alert(systemUserIdNode );

Auto Generated Account Number using JavaScript

Here given JavaScript to access CRM data using web service, means we can call CRM webservice using JavaScript.

Main logic for generating Account Number

a. Find the last Account number assigned to account using web service.
b. Increment last account number by one.
c. Set new generated account number to account.

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To find last account number, we are using JavaScript, and we can write this Script on "OnLoad" or "onSave" event of account.

JavaScript


var authenticationHeader = GenerateAuthenticationHeader();
// Prepare the SOAP message.
var xml = ""+
"" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+
authenticationHeader+
""+
""+
"" xsi:type='q1:QueryExpression'>"+
"account"+
""+
""+
"new_AccountNumber"+
""+
""+
"false"+
"" +
" " +
" new_AccountNumber" +
" Descending" +
" " +
" " +
""+
""+
""+
"";

// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");

xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");

xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

xHReq.setRequestHeader("Content-Length", xml.length);

xHReq.send(xml);
// Capture the result.

var resultXml = xHReq.responseXML;
var results = resultXml.getElementsByTagName('BusinessEntity');
var i=0;
var lastAccountNumber= 0;
lastAccountNumber= results[i].selectSingleNode('./q1:new_AccountNumber).nodeTypedValue;

lastAccountNumber=eval(lastAccountNumber)+1
crmForm.all.new_AccountNumber.DataValue = lastAccountNumber;

}


Similary we can find any data of CRM entities using JavaScript and web service.