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:

<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>

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

Jeremie Desautels

VP, Product Marketing

c360 Solutions

	Post Attachments
	NotesInGrid.zip (142 views, 2.01 KB)