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Creating an IFRAME for Accounts to store Leads notes when converting in Microsoft CRM 4.0 July 18, 2009

Posted by jarrettexpertcrm in Microsoft CRM General.
Tags: , , , , ,
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I have had quite a few clients asking if it was possible to bring over the leads notes when converting to an account. In this post I will explain how to do that. The first step is to go to Settings\Customizations\Customize Entities\select the account entity. On the window that comes up select “forms and Views”, then select “Form”. The next step is to create a section to put your IFRAME, I titled mine “Lead Notes” Next select “add an IFRAME” from the right common tasks. Under name type “LeadNotes”, URL type “about:blank”, select the check box under the URL as well. Under Security uncheck the box “Restrict cross-frame scripting”. Click OK.

Image1

Now that you have the IFRAME on your form you can apply the code. Click on Form Properties, on the window that pops up make sure “onload” is highlighted and click Edit. This is going to bring up the window where you need to apply the code. Insert this into the text box:

var lookupItem = new Array;
lookupItem = crmForm.originatingleadid.DataValue;

if (lookupItem != null)
{
crmForm.all.IFRAME_LeadNotes.src=”/_controls/notes/notesdata.aspx?id=”+  lookupItem[0].id +  “&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false”;
}
else
{
crmForm.all.IFRAME_LeadNotes.src=”about:blank”;
}

check the box “Event is Enabled” then click OK, save and close, and then publish.

image2

When you convert a lead to an account that had notes it should now look like this:

Image 3

I presented this demonstration using Litware Inc’s Microsoft CRM VPC. This is an excellent solution for those who want to test Microsoft CRM on a virtual pc.

For more information about Dynamics Four or to contact us please visit www.dynamicsfour.com

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Comments»

1. Lana - September 26, 2011

Thank you for the solution. Will this work if the Originating lead is closed?
Thank you

jarrettexpertcrm - September 29, 2011

Yes it should.


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