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CRM 4.0 custome entities RRS feed

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    Hello all,

    Our client has a certain way of currently doing things and they want to keep it as similar as possible. With that being said, we created a new custom entity for a certain type of Lead they have in there existing system.

    My question is, is there a way to make a custom entity display under leads? Meaning if the user enters the data into our custom entity form, which to them is an "IIR Lead", is it possible to display that data with the other Leads in the general Lead list?

    Thanks in advance,
    Mike
    Wednesday, March 18, 2009 2:57 PM

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    If you can arrange the iir leads and crm leads fields on different tabs ,
    assuming the new_leadtype has a default value and assuming the picklist values correspond to tab order e.g tab0 - general (fields shared by both lead types) , tab1 - crmlead , tab2 - iirlead , then the you can easily do:

    function OnCrmPageLoad()
    {
        /*
           new_leadtype values
           CRM lead = 1 --> tab1Tab
           IIR lead = 2   --> tab2Tab
        */

        eval("document.all.tab" + crmForm.new_leadtype.DataValue + "Tab").style.display = "none";
    }

    OnCrmPageLoad();
    Wednesday, March 18, 2009 4:30 PM

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    I would propose that you build a custom page that displays a MS CRM style grid. Add the link to the page to your site map.
    This will allow your custom page to pull different types of records. ____ pages are URL addressable you can open the different types of leads by clicking on the grid.

    hope this helps,
    Hassan.

    • Proposed as answer by Hassan Hussain Wednesday, March 18, 2009 3:42 PM
    Wednesday, March 18, 2009 3:42 PM
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    This feature does not exits out of the box. i suggest revering back to the original lead entity, creating a picklist the differentiate the leads type (e.g. new_leadtype --> crmlead, iirlead) and use that to filter the lead views. you can also make change or add additional fields that match the IIR lead an hide/show the relevant fields / sections / tabs depending on the lead type field.
    Wednesday, March 18, 2009 3:46 PM
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    Thanks for the prompt replies.

    Adi, I have a question regarding your post.

    You mention hiding or showing attributes / sections / tabs depending on the lead type field. How would this be done, specifically the Tabs? Using JavaScript? If you know of an example, could you point me in the right direction.

    Thanks in advance,
    Mike
    Wednesday, March 18, 2009 4:06 PM
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    If you can arrange the iir leads and crm leads fields on different tabs ,
    assuming the new_leadtype has a default value and assuming the picklist values correspond to tab order e.g tab0 - general (fields shared by both lead types) , tab1 - crmlead , tab2 - iirlead , then the you can easily do:

    function OnCrmPageLoad()
    {
        /*
           new_leadtype values
           CRM lead = 1 --> tab1Tab
           IIR lead = 2   --> tab2Tab
        */

        eval("document.all.tab" + crmForm.new_leadtype.DataValue + "Tab").style.display = "none";
    }

    OnCrmPageLoad();
    Wednesday, March 18, 2009 4:30 PM