MS CRM Project Management

I was asked a short time ago to build a replacement for a professional services automation tool that a company was using.  The platform of choice was MS CRM 4.  I am happy to say that it is in beta now with a rollout being in a couple of months. 

I have added a new section in the left navigation of CRM called ‘Professional Services’.  Under this are the new entities needed for PSA (Professional Services Management).  These entities are:  Projects, Timesheets, Expenses, and Project Invoices.  Each of these entities also has a ‘sub-entity’.  I have also built a calendar for scheduling purposes.

One bit of code that I used in this is how to show an entities details in a form.  I found this code on Inetium’s Blog.

  function GetFrameSource(tabSet) {

      if (crmForm.ObjectId != null) {

          var oId = crmForm.ObjectId;

          var oType = crmForm.ObjectTypeCode;

          var security = crmFormSubmit.crmFormSubmitSecurity.value;

          return "areas.aspx?oId=" + oId + "&oType=" + oType + "&security=" + security + "&tabSet=" + tabSet;

      }

      else {

          return "about:blank";

      }

  }

  // Waits for the content window of the IFrame to be ready

  function FixStylingInFrameSource(iframeID) {

      // Check the content window’s ready state

      if (document.getElementById(iframeID).contentWindow.document.readyState != "complete") {

          // Re-run this function in 10 ticks

          window.setTimeout(function() { FixStylingInFrameSource(iframeID) }, 10);

      }

      // Content window is ready

      else {

          // Change the background color

          document.getElementById(iframeID).contentWindow.document.body.style.backgroundColor = "#eef0f6";

          // Remove the left border

          document.getElementById(iframeID).contentWindow.document.body.all(0).style.borderLeftStyle = "none";

          // Remove padding

          document.getElementById(iframeID).contentWindow.document.body.all(0).all(0).all(0).all(0).style.padding = "0px";

          // Make the cell the full width of the IFRAME

         document.getElementById(iframeID).contentWindow.document.body.all(0).style.width = "102%"

          // Show the IFrame

          document.getElementById(iframeID).style.display = "block";

      }

  }

if(crmForm.FormType != 1)

{

  crmForm.all.IFRAME_contacts.src = GetFrameSource("areaContacts");

  FixStylingInFrameSource(‘IFRAME_contacts’);

}

Sir Slur