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	<title>Sir Slur &#187; automation tool</title>
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	<description>Slinging around some technology stuff</description>
	<lastBuildDate>Mon, 24 Oct 2011 20:44:34 +0000</lastBuildDate>
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		<title>MS CRM Project Management</title>
		<link>http://www.sirslur.com/2010/01/27/ms-crm-project-management/#utm_source=feed&#038;utm_medium=feed&#038;utm_campaign=feed</link>
		<comments>http://www.sirslur.com/2010/01/27/ms-crm-project-management/#comments</comments>
		<pubDate>Wed, 27 Jan 2010 21:28:00 +0000</pubDate>
		<dc:creator>sirslur</dc:creator>
				<category><![CDATA[MS CRM]]></category>
		<category><![CDATA[automation tool]]></category>
		<category><![CDATA[beta]]></category>
		<category><![CDATA[blog]]></category>
		<category><![CDATA[content window]]></category>
		<category><![CDATA[CRM]]></category>
		<category><![CDATA[entities]]></category>
		<category><![CDATA[invoices]]></category>
		<category><![CDATA[left navigation]]></category>
		<category><![CDATA[ms crm 4]]></category>
		<category><![CDATA[ms dynamics crm]]></category>
		<category><![CDATA[ms dynamics crm 4]]></category>
		<category><![CDATA[professional services automation]]></category>
		<category><![CDATA[psa]]></category>
		<category><![CDATA[return areas]]></category>
		<category><![CDATA[rollout]]></category>
		<category><![CDATA[security]]></category>
		<category><![CDATA[short time]]></category>

		<guid isPermaLink="false">http://www.sirslur.com/2010/01/27/ms-crm-project-management/</guid>
		<description><![CDATA[I was asked a short time ago to build a replacement for a professional services automation tool that a company was using.&#160; The platform of choice was MS CRM 4.&#160; I am happy to say that it is in beta now with a rollout being in a couple of months.&#160; I have added a new [...]]]></description>
			<content:encoded><![CDATA[<p>I was asked a short time ago to build a replacement for a professional services automation tool that a company was using.&#160; The platform of choice was MS CRM 4.&#160; I am happy to say that it is in beta now with a rollout being in a couple of months.&#160; </p>
<p>I have added a new section in the left navigation of CRM called ‘Professional Services’.&#160; Under this are the new entities needed for PSA (Professional Services Management).&#160; These entities are:&#160; Projects, Timesheets, Expenses, and Project Invoices.&#160; Each of these entities also has a ‘sub-entity’.&#160; I have also built a calendar for scheduling purposes.</p>
<p>One bit of code that I used in this is how to show an entities details in a form.&#160; I found this code on <a href="http://blogs.inetium.com/blogs/azimmer/archive/2010/01/14/crm-displaying-related-entity-in-iframe-slightly-improved.aspx" target="_blank">Inetium’s Blog</a>.</p>
<blockquote><p>&#160; function GetFrameSource(tabSet) { </p>
<p>&#160;&#160;&#160;&#160;&#160; if (crmForm.ObjectId != null) { </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; var oId = crmForm.ObjectId; </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; var oType = crmForm.ObjectTypeCode; </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; var security = crmFormSubmit.crmFormSubmitSecurity.value; </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; return &quot;areas.aspx?oId=&quot; + oId + &quot;&amp;oType=&quot; + oType + &quot;&amp;security=&quot; + security + &quot;&amp;tabSet=&quot; + tabSet; </p>
<p>&#160;&#160;&#160;&#160;&#160; } </p>
<p>&#160;&#160;&#160;&#160;&#160; else { </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; return &quot;about:blank&quot;; </p>
<p>&#160;&#160;&#160;&#160;&#160; } </p>
<p>&#160; } </p>
<p>&#160; // Waits for the content window of the IFrame to be ready </p>
<p>&#160; function FixStylingInFrameSource(iframeID) { </p>
<p>&#160;&#160;&#160;&#160;&#160; // Check the content window&#8217;s ready state </p>
<p>&#160;&#160;&#160;&#160;&#160; if (document.getElementById(iframeID).contentWindow.document.readyState != &quot;complete&quot;) { </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; // Re-run this function in 10 ticks </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; window.setTimeout(function() { FixStylingInFrameSource(iframeID) }, 10); </p>
<p>&#160;&#160;&#160;&#160;&#160; } </p>
<p>&#160;&#160;&#160;&#160;&#160; // Content window is ready </p>
<p>&#160;&#160;&#160;&#160;&#160; else { </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; // Change the background color </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; document.getElementById(iframeID).contentWindow.document.body.style.backgroundColor = &quot;#eef0f6&quot;; </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; // Remove the left border </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; document.getElementById(iframeID).contentWindow.document.body.all(0).style.borderLeftStyle = &quot;none&quot;; </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; // Remove padding </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; document.getElementById(iframeID).contentWindow.document.body.all(0).all(0).all(0).all(0).style.padding = &quot;0px&quot;; </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; // Make the cell the full width of the IFRAME </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; document.getElementById(iframeID).contentWindow.document.body.all(0).style.width = &quot;102%&quot; </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; // Show the IFrame </p>
<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; document.getElementById(iframeID).style.display = &quot;block&quot;; </p>
<p>&#160;&#160;&#160;&#160;&#160; } </p>
<p>&#160; } </p>
<p>if(crmForm.FormType != 1) </p>
<p>{ </p>
<p>&#160; crmForm.all.IFRAME_contacts.src = GetFrameSource(&quot;areaContacts&quot;); </p>
<p>&#160; FixStylingInFrameSource(&#8216;IFRAME_contacts&#8217;); </p>
<p>}</p>
</blockquote>
<p>Sir Slur</p>
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