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Setting a default value on a lookup field in Microsoft Dynamics CRM 2011 May 23, 2011

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


In previous a post i posted how to default a value on a lookup field in 4.0. Here is the solution for CRM 2011
function priceList()
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object.
lookupItem.id = ‘{27457CD-3C7C-E011-8E52-1CC1DE7983EB%257d}’;
lookupItem.typename = ‘pricelevel’;
lookupItem.name = ‘test’;
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
Xrm.Page.getAttribute(“pricelevelid”).setValue(lookupData);
}

In my example i am getting the pricelist “test” and defaulting it in the pricelist field on the Opportunity entity. Below is the template you can use to utilize the code for a different look up and values.
function priceList()
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object.
lookupItem.id = ‘{Fields Guid}’;
lookupItem.typename = ‘Entity Name’;
lookupItem.name = Lookup Value;
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
Xrm.Page.getAttribute(“FieldName”).setValue(lookupData);

}

Enjoy!!

For more information about Dynamics Four you can contact us at http://www.dynamics4.com

Microsoft Dynamics CRM 4.0 / 2011 Tech Tuesdays and Webinars January 11, 2011

Posted by jarrettexpertcrm in Microsoft CRM General, Uncategorized.
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1 comment so far

CRM 2011 Preview – the Power of Productivity.
Join this free webinar to learn more about the newest release of Microsoft Dynamics CRM.
Sessions are held on the 2nd Thursday of each month.

Tech Tuesdays – Get practical answers and proven solutions from the CRM experts. Dynamics Four offers a free one session designed to explore new concepts, capabilities, and general discussion covering the sales, marketing, and service modules within Dynamics CRM. Sessions are held on the 2nd Tuesday of each month.

http://www.clicktoattend.com/?id=153046 This is link to sign up for Tech Tuesday

http://www.clicktoattend.com/?id=153074 – Link to sign up for CRM2011 preview

Enjoy!

-JC

For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com

Microsoft Dynamics CRM 2011 Quick Video Tour #1 September 16, 2010

Posted by jarrettexpertcrm in Microsoft CRM General.
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Here is a quick video inside CRM 2011, more videos to come. Please feel free to post comments and if there are certain areas you would like me to go over.

For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com