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Default View for Set Regarding in CRM for Outlook Client

    Question

  • I saw another post that had a similar issue, but it seemed to have never been solved.
    When you select an email, then click "Set Regarding" in CRM toolbar in Outlook, you are presented with all Accounts.
    First question:
      How do you change the default view so that you are presented with Contacts instead of Accounts?
    Second question:
      How do you change the default view to only the records you own? (and I assume this isn't a good question since most users are gonna
      end up using quick search and that will search all records anyways...)

    Can you do anything on the server side or change any of the views in Customization to allow this?
    Monday, May 04, 2009 7:04 PM

Answers

  • Hi,

    There is an unsupported way to do it, you should make backup first and make sure everything clearly documented when doing such changes!!!

    You need to modify the lookupsingle.aspx file located in: .crmweb\_controls\lookup\lookupsingle.aspx

    Add JS code into the window.onload() function, so it should looks like:

    function window.onload()
    {
    
      if(ORG_UNIQUE_NAME == "MicrosoftCRM" && document.URL.indexOf("class=ActivityRegarding") != -1) // Only change the default type when Org=MicrosoftCRM and the lookup class is ActivityRegarding
      {
        document.getElementById("selObjects").value = "2"; // set default to 'Contact'
        document.getElementById("selObjects").onchange();
      }
    
    ......
    }




    Hope it helps.

    Cheers,
    Jim


    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    • Proposed as answer by Aarch Friday, May 08, 2009 7:48 AM
    • Marked as answer by SPCRMCnst Friday, May 08, 2009 2:24 PM
    Thursday, May 07, 2009 9:23 PM
  • Hi Aarch,

    remember to do this also for each CRM-Client for Outlook with Offline Access. Otherwise this functionality is lost in Offline Mode.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Friday, May 08, 2009 2:51 PM

All replies

  • You may want to check out Michael Höhne's web at http://stunnware.com/. His filtered lookups may assist you in your need to only display certain records from a Lookup.
    Larry Lentz [Microsoft Dynamics CRM MVP]
    Wednesday, May 06, 2009 4:00 AM
  • Thank you for your suggestion.
    It looks great, but it's a product for sale...
    I guess I can't really understand why you can't easily filter the default view for Outlook Set Regarding functionality...
    Any other suggestions?
    Thursday, May 07, 2009 3:24 PM
  • Yes, Michael does sell it. He's put a lot of effort into it.
    Larry Lentz [Microsoft Dynamics CRM MVP]
    Thursday, May 07, 2009 4:09 PM
  • And I can definitely see that.
    But all i need is change the default view for Set Regarding in Outlook.
    I just want to know if custom development will be involved, or there is a workaround to have this available.
    Thursday, May 07, 2009 4:42 PM
  • Hi,

    There is an unsupported way to do it, you should make backup first and make sure everything clearly documented when doing such changes!!!

    You need to modify the lookupsingle.aspx file located in: .crmweb\_controls\lookup\lookupsingle.aspx

    Add JS code into the window.onload() function, so it should looks like:

    function window.onload()
    {
    
      if(ORG_UNIQUE_NAME == "MicrosoftCRM" && document.URL.indexOf("class=ActivityRegarding") != -1) // Only change the default type when Org=MicrosoftCRM and the lookup class is ActivityRegarding
      {
        document.getElementById("selObjects").value = "2"; // set default to 'Contact'
        document.getElementById("selObjects").onchange();
      }
    
    ......
    }




    Hope it helps.

    Cheers,
    Jim


    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    • Proposed as answer by Aarch Friday, May 08, 2009 7:48 AM
    • Marked as answer by SPCRMCnst Friday, May 08, 2009 2:24 PM
    Thursday, May 07, 2009 9:23 PM
  • Thanks alot..this post is very useful to me :-)
    Thanks, Aarch
    Friday, May 08, 2009 7:48 AM
  • Thanks a lot Jim.
    This is very helpful.

    Friday, May 08, 2009 2:25 PM
  • Hi Aarch,

    remember to do this also for each CRM-Client for Outlook with Offline Access. Otherwise this functionality is lost in Offline Mode.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Friday, May 08, 2009 2:51 PM
  • I know you've already found your answer but you might be interested in the wealth of information available in the Entity list which you can access at http://<crmserver>/sdk/list.asmx. Have a look if you haven't already.
    Larry Lentz [Microsoft Dynamics CRM MVP]
    Friday, May 08, 2009 3:27 PM
  • ok  jurgen..thank you soo much :-)

    but where can i make the change for offline
    Thanks, Aarch
    Monday, May 11, 2009 4:44 AM
  • Hi Jim,
    while we are at it
    How would I change the default view so that only "My Active Account" will show up instead of all Active Accounts?

    THanks in advance!
    Friday, May 15, 2009 4:28 PM
  • That's actually pretty simple. Go to Settings ->Customization -> Customize Entities. Select the Account entity then select 'Forms and views'. You will see all the public views listed. Select (but don't open) the one you want to be the default and then in the More Actions menu drop down select 'Set Default'.
    Larry Lentz [Microsoft Dynamics CRM MVP]
    Saturday, May 16, 2009 4:29 AM
  • Larry,
    Thank you for your response.
    I should have made it more clear.
    I meant how to set the default view in Set Regarding to show only "My Accounts".
    Any help?

    Much appreciated.
    Saturday, May 16, 2009 5:46 PM
  • Does anybody know of a way to amend the look up after clicking Set Regarding in a supported way so that I can make the changes in a test environment, export the chnages, then import into the live environment. Im hesitant to make chnages to the live server that I have imported from test
    Tuesday, September 29, 2009 10:19 AM