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Individual account overview RRS feed

  • Question

  • Hi!

    I would like to create an individual account overview. It should be shown on a new tab in the account entity.
    On that tab I would like to show some fields that are already shown on other tabs of the account entity and also some field from the contacts entity. What options do I have? Are there similar examples available that I can take a look at and learn from them how to create that?

    Thanks in advance!


    Viele Grüße / Best regards CSN22
    Wednesday, June 30, 2010 10:16 AM

Answers

All replies

  • Hi,

    first of all there is no way to use same field in more then one tab. if you want to show same field in more then one tab buyou have to creaet other attribute for the same. And to fectch contact information you can use JS code to show it on account form field.

    refer below link to fetch entity reocord using JS

    http://msdn.microsoft.com/en-us/library/cc677077.aspx

    Hope it will help you !!!


    Mahain
    Wednesday, June 30, 2010 10:26 AM
    Moderator
  • Thanks for your reply, Mahain.

    In the second thread the answer from "TB_38018" is basically what I would like to do, since you also made clear, that it is not possible to show a field more than once (in the standard). The IFRAME technology would be suitable for that. But I am looking for an example, how I can get those field values and then how I can transfer them to a website and show this website in an IFRAME.
    Anyone ever did something like that? I wasn't ab le to find an example for that until now.


    Viele Grüße / Best regards CSN22
    Wednesday, June 30, 2010 3:21 PM
  • -add a new Tab to the account entity (I know how to do)
    - add an IFRAME to that new Tab (I know how to do)
    - retrieve some fields from the currently shown account entity (how? example?)
    - show these retrieved field values in the IFRAME (I guess some website is needed for that? example?)

    Someone can point me to an example for that scenario, please?


    Viele Grüße / Best regards CSN22
    Thursday, July 1, 2010 7:55 AM
  • Hi,

     retrieve some fields from the currently shown account entity (how? example?)

    you can do this through using retrievemultiple function of crm webservice

    http://msdn.microsoft.com/en-us/library/cc677077.aspx


    - show these retrieved field values in the IFRAME (I guess some website is needed for that? example?)

    you can show your webpage in IFRAM, so you can create a custom webpage and can diploye this webpage in ISV folder and can show this webpage in that IFRAME.

     


    Mahain
    Thursday, July 1, 2010 8:07 AM
    Moderator
  • Also you can refer below link to deploye custom aspx page in MS CRM

    http://www.xrmlinq.com/kb/how-to-publish-link-customaspx-dynamics-crm/


    Mahain
    • Marked as answer by CSN22 Thursday, July 1, 2010 1:12 PM
    • Unmarked as answer by CSN22 Thursday, July 1, 2010 1:38 PM
    • Marked as answer by CSN22 Thursday, July 1, 2010 2:29 PM
    Thursday, July 1, 2010 8:12 AM
    Moderator
  • Hi,

    You can use a custome web page in the iframe and in the custom web page by using retreive multiple you can retrieve the value from th account GUID.

    After retreiving that show them in the custom text boxex of your custom web page in the IFRAME.

     RetrieveMultipleRequest retrieve1 = new RetrieveMultipleRequest();
                    //Condition1: statecode --> Published...
                    ConditionExpression condition1 = new ConditionExpression();
                    condition1.AttributeName = "statecode";
                    condition1.Operator = ConditionOperator.Equal;
                    condition1.Values = new object[] { 3 };

                    //Condition2: Search by Keaywords..
                    ConditionExpression condition2 = new ConditionExpression();
                    condition2.AttributeName = "articlexml";
                    condition2.Operator = ConditionOperator.Like;
                    condition2.Values = new string[] { Txt.Replace("*","%") };

     FilterExpression filterExpression = new FilterExpression();
                    filterExpression.FilterOperator = LogicalOperator.And;
                    filterExpression.Conditions.Add(condition1);
                    filterExpression.Conditions.Add(condition2);

     retrieve1.Query = qe;
                    qe.Criteria = filterExpression;
                    qe.ColumnSet = cols;
                    // Execute the Request
                    RetrieveMultipleResponse retrieved1 = (RetrieveMultipleResponse)service1.Execute(retrieve1);

      
                    //Set Column headers for the DataTab.e 
                    dt.Columns.Add("Title");
                    dt.Columns.Add("Number")
                    for (int i = 0; i < retrieved1.BusinessEntityCollection.BusinessEntities.Count; i++)
                        {
       kbarticle Article = (kbarticle)bc.BusinessEntities[i];
                            string Searchkey = Article.keywords.ToString();
                            if (Searchkey.Contains("bendigo"))
                            {   
                                Textbox1.text = Article.title.ToString();
                                Textbox2.text = Article.number.ToString();
                               }
      }

    Then deploy your custom aspx in ISV folder of CRM.

    Thanks

    Divya

     


    Thanks Divya Ananth Our greatest glory is not in never falling but in rising every time we fall.
    • Proposed as answer by Divya Sekaran Thursday, July 1, 2010 11:01 AM
    • Marked as answer by CSN22 Thursday, July 1, 2010 1:12 PM
    • Unmarked as answer by CSN22 Thursday, July 1, 2010 1:39 PM
    Thursday, July 1, 2010 11:01 AM
  • thanks for your answers. i will try to take a look into that ASAP. then i will mark the reply as answer
    Viele Grüße / Best regards CSN22
    Thursday, July 1, 2010 11:17 AM
  • the second example from Mahender is really helpful. Good example.

    @Divya
    I don't really understand your code. Is there something missing? I guess I don't have enough CRM experience to imagine the missing parts. I think I need a more detailed explanation (an example where I can see the complete workflow).


    Viele Grüße / Best regards CSN22
    Thursday, July 1, 2010 2:32 PM