Simplify sharing of opportunities (Or any entities) with direct e-mailing links

One thing I found useful when working with MSCRM is the possibility to directly access
records by hitting its direct URL. Out-of-the-box this can be manually done by
opening a record and hit CTRL-N or CTRL –D. Later copy the URL and past it to
your e-mail. Whoa I love CTRL-C. Well by adding below script to your onload you
will have a new ready to email link in your right corner of the record.

Fast access to direct record, sharing, etc

Useful for testing

Could be extended with url copied to clipboard

Feel free to rewrite script in an iframe for support. See this script as an idea.

NOTE! Customizations directly to the DOM are not supported by the product group.

Notice new link in right corner of entity! Click the E-mail opportunity link to
open outlook with direct URL pasted to e-mail

function createSendLink()

{

var strUrl = "";

if (IsOnline())

{

var title = "Please followup on Opportunity ["
+ crmForm.name.DataValue + "]";

var id = crmForm.ObjectId;

id = id.replace("{",""); id =

id.replace("}","");

query
= '' + this.location;

query
= query.substring(0, query.indexOf('?'));

strUrl
= query + "/sfa/opps/edit.aspx?id=";

}

if (IsOutlookLaptopClient())

strUrl
= crmRcUtil.ServerUrl.replace("MSCRMServices", "") +
"sfa/opps/edit.aspx?id=";

strUrl
= escape(strUrl);

var a = document.createElement("a")

var aText = document.createTextNode("E-mail
opportunity link...")

a.href
= "mailto:&subject="+title+"&body=" + strUrl + id;

a.name
= "EmailLink";

a.appendChild(aText)

if
(document.getElementById('_MBcrmFormSubmitCrmForm1truetruefalse')!= null)

{

var cur =
document.getElementById('_MBcrmFormSubmitCrmForm1truetruefalse')

document.getElementById('mnuTitle').insertBefore(a,
cur.nextSibling);

}

}

Comments

• Anonymous
  November 28, 2007
  I have copied you code and pasted it directly into on Onload event, but it is not doing anything.  Not even an error when the form loads.  I have published it and it is also enabled.  Do you have any ideas? Thanks, Chris

• Anonymous
  November 28, 2007
  The comment has been removed

• Anonymous
  March 30, 2008
  I have copied you code and pasted it directly into on Onload event, but it is not doing anything.  Not even an error when the form loads.  I have published it and it is also enabled.  Do you have any ideas?

• Anonymous
  March 30, 2008
  Have you tried it on the opportunity entity? I just verified and it works fine on my CRM 3.0 system.

• Anonymous
  April 11, 2008
  Hi there, Do you have a solution like this that works for CRM 4.0? I cannot get this version to run. I suspect the Elements have changed name in the new release. eg "_MBcrmFormSubmitCrmForm1truetruefalse" Any ideas? I would love to get this working on CRM 4.0 Cheers   Email direct links are on form in CRM 4.0 so there is no need for this CRM 3.0 functionality