How often have you pulled open a CRM Record and wanted to VERY quickly see the temperature of the customer? For a customer the other day, I did a quick mock up of how you could do this. I have seen it done a number of ways over the years, but all of them have been less than ideal from a support perspective. (They either modify the DHTML of CRM’s Forms in a section or where embedded into the header of CRM, both of which would be unsupported.)
In order to accomplish this magic, you only need to do two things. One is copy the enclosed file to the ISV Directory and point an iFrame to it. In this example, we are using the customer satisfaction picklist in the Case Entity.
On the Customer Satisfaction Entity, we want to put the following in the OnChange Event. Using this allows the iFrame to be refreshed anytime the customer satisfaction field is changed. (The other option would be to put a refresh inside the CaseUpdate.HTML file.)
crmForm.all.IFRAME_tempature.src = crmForm.all.IFRAME_tempature.src;
Happy Demo’ing!
Download the Source Code Here.