Remove Associated Buttons (Add Existing xxxxx to this record)

I recently had a request to remove the "Add Existing [entity name] to this record" button from the associated view for a client.

The below link is a great post on how to do this:

MSCRM 4 - Remove 'Add Existing xxxxx to this record' button by Dave Hawes

The only modification I made to this code was to use

liElements[i].outerHTML='<SPAN></SPAN>'; 

instead of

liElements[i].style.display = 'none';

My next post will discuss how to change the name of these associated buttons.

CRM 4.0 How to capture a Many to Many Event

After spending many hours trying to capture the on create of a many to many relationship, I found only 2 ways to do so:

1. Add a bit field that is set to true on load. This then requires the user to save the form. Create a workflow for when the bit field has changed. Then add to the workflow a condition when bit field is true followed by your process. End with the bit field being set to false.

• Advantage: Requires minimal code and is supported by Microsoft.


• Disdvantage: Upon every save (update) a workflow will fire. Not very optimal.

2. Create a trigger. The linker table exists inside the MSCRM database. On that table create a trigger that will perform your task when a new item is added.

• Advantage: Only fires when new items are added.


• Disdvantage: Not supported by Microsoft and the trigger will be removed upon Upgrade.

CRM 4.0 Hiding Navigation

Here is a great post on how to hide navigation.

Hiding Unwanted Navigation In CRM by Jeremy Winchell

CRM Phone Number Formatting onChange with Extensions

Format Phone Numbers in CRM

Format (xxx) xxx-xxxx

var oField = event.srcElement;
if (typeof(oField) != "undefined" && oField != null && oField.DataValue != null)
{
    var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
    if(sTmp.length == 10)
    {
        oField.DataValue = "(" + sTmp.substr(0, 3) + ") " + sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4);
    }
    else
    {
        alert('Phone must contain 10 numbers.');
    }
}

Format xxx-xxx-xxxx

var oField = event.srcElement;
if (typeof(oField) != "undefined" && oField != null && oField.DataValue != null)
{
    var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
    if(sTmp.length == 10)
    {
        oField.DataValue = sTmp.substr(0, 3) + "-" + sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4);
    }
    else
    {
        alert('Phone must contain 10 numbers.');
    }
}

Format xxx.xxx.xxxx

var oField = event.srcElement;
if (typeof(oField) != "undefined" && oField != null && oField.DataValue != null)
{
    var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
    if (sTmp.length == 10)
    {
        oField.DataValue = sTmp.substr(0, 3) + "." + sTmp.substr(3, 3) + "." + sTmp.substr(6, 4);
    }
    else
    {
        alert('Phone must contain 10 numbers.');
    }
}

Other Formatting Issues:
Remove leading digit if number is 1

    var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
    if (sTmp.substr(0, 1) == "1")
    {
        sTmp = sTmp.substr(1, sTmp.length-1);
    }

Allowing only 7 digits (no area code)

    else if (sTmp.length == 7)
    {
        oField.DataValue = sTmp.substr(0, 3) + "-" + sTmp.substr(3, 4);
    }
    else
    {
        alert('Phone must contain 7 or 10 numbers.');
    }

Allowing extensions (requires area code)

    else if (sTmp.length > 10)
    {
        oField.DataValue = "(" + sTmp.substr(0, 3) + ") " + sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4) + " ext: " + sTmp.substr(10, sTmp.length-10);
    }
    else
    {
        alert('Invalid phone number. If using an extension, you must enter area code also.');
    }