I’ve been dwelling in the world of MS CRM 4.0 for more than a month now, it’s a pretty decent product. In terms of development on CRM, it’s not exactly a pleasant experience. Because it’s such a closed and inflexible ecosystem, there’s only ever 1-2 ways to do something. After doing stuff for a while, it gets pretty repetitive and monotonous. However there was one piece of work that I had to complete which proved to be a little tricky, and I’m going to share with you in this post.
Essentially, I had to implement a behavior that is close to the “Convert Lead” feature in CRM. It was not as straightforward as I though it would be, and here’s the breakdown of things you need to do in order to implement the entire feature.
- Create a custom aspx / html page (ideally done entirely using JScript, because any postback on the dialog web page causes issues)
- Write JScripts on custom page to convert, deactivate the current record and validation.
- Modify ISV Config file to add a button into the toolbar.
- Add an Onload JScript to hide the button when entity is inactive. (there’s not in-built way in the ISV Config to do this, which really sucks)
Let’s use a fictitious entity for this example, called new_entity. So here goes.