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New Development Environment CRM 2011 from Production Enviroment

Building a new development environment from Production.
Steps taken.

• Setup Server with Recommended configuration
• Installed CRM 2011
• Move customization from Production to Development
• User mapping from production to Development
• Integration part with other systems involves

   Create update Plugin for Bidsheet
   SSIS package for transfer of data from Finance system into CRM
   Moved all report database to the development environment
   Portal configuration which connect to CRM for RFP routing
   SharePoint Custom Workflow

   

Hide, show, collapse, color -- Sections, tabs in CRM 2011

function Form_onload()
{

Xrm.Page.ui.tabs.get("tab_5").setDisplayState('collapsed');
Xrm.Page.ui.tabs.get("tab_5").setDisplayState('expanded');

//coloring a tab this worked for tabs
document.all.tab0.style.backgroundColor = 'DeepSkyBlue';

var myOptionSet = Xrm.Page.data.entity.attributes.get("new_guideline12ans1");
var optionSetValue = myOptionSet.getValue();
var optionSetText = myOptionSet.getText();


if (optionSetValue == 100000000)
{
//document.all.tab2.style.backgroundColor = 'LightSkyBlue';
Xrm.Page.ui.tabs.get("tab6").setDisplayState('collapsed');
Xrm.Page.ui.tabs.get("tab_7").setDisplayState('expanded');
Xrm.Page.getAttribute("new_guideline12comment1").setRequiredLevel("none");
// hide a section
Xrm.Page.ui.tabs.get("tab_4").sections.get("section_7").setVisible(false);
showsection1();
}
if (optionSetValue == 100000001) 
{
//document.all.tab2.style.backgroundColor = 'LightSkyBlue';
alert("Please provide explanation in  comment section before proceeding");
Xrm.Page.getAttribute("new_guideline12comment1").setRequiredLevel("required");
//hide a tab
 Xrm.Page.ui.tabs.get("tab_14").setVisible(true);
Xrm.Page.ui.tabs.get("tab_15").setVisible(true);
Xrm.Page.ui.tabs.get("tab_7").setDisplayState('collapsed');
}
}

Clicking a custom button on CRM form 2011 and opening a new window.

Put this on the onload of form
function  buttonshow()
{
ConvertToButton('new_buttonfield', 'ButtonText','100px',FunctionName,'Button Label');
}
function ConvertToButton(fieldname, buttontext, buttonwidth,clickevent, title)
{
 //check if object exists; else return
  if (document.getElementById(fieldname) == null)
 {
   return;
  }

  functiontocall=clickevent;
  crmForm.all[fieldname].DataValue = buttontext;
  crmForm.all[fieldname].readOnly = true;
  crmForm.all[fieldname].style.borderRight="#3366cc 1px solid";
  crmForm.all[fieldname].style.paddingRight="5px";
  crmForm.all[fieldname].style.borderTop="#3366cc 1px solid";
  crmForm.all[fieldname].style.paddingLeft="5px";
  crmForm.all[fieldname].style.fontSize="11px";
  crmForm.all[fieldname].style.backgroundImage="url(/_imgs/btn_rest.gif)";
  crmForm.all[fieldname].style.borderLeft="#3366cc 1px solid";
  crmForm.all[fieldname].style.width=buttonwidth;
  crmForm.all[fieldname].style.cursor="hand";
  crmForm.all[fieldname].style.lineHeight="18px";
  crmForm.all[fieldname].style.borderBottom="#3366cc 1px solid";
  crmForm.all[fieldname].style.backgroundRepeat="repeat-x";
  crmForm.all[fieldname].style.fontFamily="Tahoma";
  crmForm.all[fieldname].style.height="20px";
  crmForm.all[fieldname].style.backgroundColor="#cee7ff";
  crmForm.all[fieldname].style.textAlign="center";
  crmForm.all[fieldname].style.overflow="hidden";
  crmForm.all[fieldname].attachEvent("onmousedown",push_button);
  crmForm.all[fieldname].attachEvent("onmouseup",release_button);
  crmForm.all[fieldname].attachEvent("onclick",functiontocall);
  crmForm.all[fieldname].style.lineHeight="14px";
  crmForm.all[fieldname+'_c'].style.visibility = 'hidden';
  crmForm.all[fieldname].title=title;
  window.focus();
 
 function push_button(){
   window.event.srcElement.style.borderWidth="2px";
   window.event.srcElement.style.borderStyle="groove ridge ridge groove";
   window.event.srcElement.style.borderColor="#3366cc #4080f0 #4080f0 #3366cc";
  }
 function release_button(){
   window.event.srcElement.style.border="1px solid #3366cc";
  }
 }

// now the definition of the function to call on button click
function FunctionName()
{
var url = "http://localhost/AIMSCRM/main.aspx?etc=10008&extraqs=%3f_gridType%3d10008%26etc%3d10008%26id%3d%257b1BEDD91A-05B8-E211-9851-1A4C5AE1EA24%257d%26pagemode%3diframe%26preloadcache%3d1368649807605%26rskey%3d480609602&pagetype=entityrecord";
 var name = "popup";
 var width = 800;
 var height = 600;
 var feature = "status=1";
 openStdWin(url, name, width, height, feature);
}

Hiding Ribbon and Left hand navigation in CRM 2011

Hiding Ribbon and Left hand navigation in CRM 2011

//Hides Ribbon on Top
window.top.document.getElementById("minimizeribbon").fireEvent("onclick");
window.top.document.getElementById("crmTopBar").style.display = "none";
window.top.document.getElementById("crmContentPanel").style.top = "0px";


//Hides Left hand Navigation
document.getElementById("crmNavBar").parentElement.style.display = "none";
document.getElementById("tdAreas").parentElement.parentElement.parentElement.parentElement.colSpan = 2;