Tuesday, 5 July 2011

Copy Account Address to Clipboard for Dynamics CRM 2011

Some time ago I wrote a blog article outlining the steps needed to create a button in CRM to copy the address from an Account in CRM 4.0 to the clipboard.

I have just converted it to Dynamics CRM 2011 and have taken advantage of a few of the cool new features of 2011 like Web Resources and Solutions.

Essentially it’s a similar process, but with a few tweaks to update the JavaScript – which is now held as a web resource along with the images needed for the Ribbon button.

I’m going to blog the ‘how to’ at some point, but if you just want the solution, Just Email me peledie@hotmail.com

The results when applied give you the following button in your Ribbon:

Ribbon

This will grab the Name, Line1, Line2, City, and Postal Code from your Account form in to the Clipboard. Tweaking the JavaScript will enable you to copy more or less.

Interested in any feedback on this solution.

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