How to filter the list of contacts for primary contact for an account in Dynamics CRM 4.0 

First add Parent Customer to the Contact lookup view.

Then add the following code to the Form Load event: 

if ( crmForm.ObjectId != null)
{
var name = crmForm.all.name.DataValue;
crmForm.all.primarycontactid.additionalparams =  'search=' + name;
}

How to filter the products on the Order Product form by the price list selected on the parent Order form

Add the following code the the form load function: 

if ((window.opener != null) && (window.opener.parent != null) && (window.opener.parent.document != null) && (window.opener.parent.document.crmForm != null)) 
{
var parentForm = window.opener.parent.document.crmForm;
var lookupItem = new Array;
lookupItem = parentForm.all.pricelevelid.DataValue;
var pricelevelid = parentForm.all.pricelevelid.DataValue;
crmForm.all.productid.additionalparams =  'search=' + lookupItem[0].name;    
}

I’ve been using Scribe insight to synchronise Dynamics CRM and a SQL database on our webserver. It is as the title suggests it’s a love hate relationship, when it works fine it’d great, but when it doesn’t it really doesn’t work!

It doesn’t help when the data source isn’t in the best order it could be, so long as the data transfer is simple Scribe works fine, but as soon as it’s get complicated it gets though. It really struggles when trying to update linked tables, I think that the solution for this may lie with stored procedures. Having finally worked out how to get scribe to use stored procedures I’m going to try this tomorrow and find out if this works as I hope it will. Multiple linked table update/inserts should be easier as the id’s can be updated in the same procedure, also it should speed up the queries as this can get a little slow presently.

Having just installed Microsoft Dynamics CRM at work, we are looking at all the possible ways of using it to make our sales and marketing as slick as possible. One of these tasks is sending emails to our clients.

At first sight the editor for campaigns seems to be missing some useful items suck as link and images. This can be easily over come by simply copying iamges directly from your website and the same goes for links. I does seem a little odd that Microsoft have missed these two features of the editor.