Notes in grid

Jeremie Desautels — Wed, 07 Mar 2007 14:46:03 GMT

Overview

The goal of this sample is to display in a grid all the CRM Notes related to a “parent” record such as a Contact for example.

This sample demonstrates the following:

List CRM Notes in a grid
Create new "child" records (note that when you click on the ‘Create New’ button, the ‘regarding’ field is pre-populated with the parent record).

Installation

Step 1 – This sample must be added as a new link on the left navigation bar of the Microsoft CRM contact edit screen. Therefore we need to edit the "contact" entity section in Microsoft CRM's ISV.config file like so:

[code]<Entity name="contact">
<NavBar ValidForCreate="0" ValidForUpdate="1">
<NavBarItem Icon="/_imgs/ico_16_5_d.gif" Title="Notes in grid"
Url=" http://localhost:5517/c360Sdk /Samples/NotesInGrid/Notes.aspx"
Id="notesInGrid" />
</NavBar>
</Entity>[/code]

Note: you will need to adjust the url in the above sample to match your environment.

Step 2 – Copy files In your Visual Studio 2005 project, make sure you have a folder called “Samples” and create a sub-folder called “NotesInGrid”. In this new folder, copy the two ASPX pages and their corresponding code behind files:

Notes.aspx
Notes.aspx.cs
NotesFetchData.aspx
NotesFetchData.aspx.cs

Screenshots

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Notes in grid