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Microsoft Dynamics CRM 4.0 Primary Contact Filter July 14, 2010

Posted by jarrettexpertcrm in Microsoft CRM General.
Tags: , , , , , , , , , ,

I have received quite a few requests to have primary contact on accounts, when clicked, only show the contacts for that particular account. For those that may already have some sort of look up filter in place they may have experienced this problem, and for those that don’t, well here is a solution that will work. When in an account with a “&” in the name, you click primary contact and you receive an error. Here is a fix for that.

Account Onload:

if (crmForm.FormType == 2 && crmForm.ObjectId != null)
var name = crmForm.all.name.DataValue;
crmForm.all.primarycontactid.additionalparams =  ‘search=’ + name.replace(“&”,”%26″).replace(“+”,”%2b”);
Hope this helps!
For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com


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