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Editorial Team
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Asked: 2026-05-20T07:27:43+00:00

I have 2 entities (for this example) in CRM 2011 – Account and Case.

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I have 2 entities (for this example) in CRM 2011 – Account and Case. The Account holds all of our clients, the case holds individual work actions for an account. When a case is created one of the input fields is the Account.

What I would like to do is upon the user selecting the Account, execute some javascript to look up the account entity to display some additional information.

So far I have got the javascript working that triggers the onchange event of the Account field, and it correctly gets the selected Account, but I don’t know what the next step is.

I’m new to CRM so don’t really know if what I’m asking is actually sensible, if there is a better way then please let me know.

Thanks!

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  1. Editorial Team

    There are various ways to do this but I would recommend doing it the supported way, without javascript. This may not be as pretty but it is likely much easier. The scenario would be to add a left navigation link to the case entity that when clicked will update the content area to show the details of the account.

    To add a link to the left navigation you will need to configure the isv.config file to have an extra link for the case entity.

    Here’s an example:
    http://support.sfusion.com/kb/hosted-microsoft-crm-4/how-do-i-modify-the-isv-config-file-in-microsoft-crm-4/

    You can also lookup isv.config customizations in the SDK, found here:
    http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

    Next you will need to create a custom aspx page in the ISV folder of the web server. This page will display all the information about the account that you want to show the user when the left navigation link is clicked. The ISV.config as an xml property that allows you to pass all the context params to your page on the querystring. Make sure when you create the link to turn on this attribute.

    Now the only tricky part is that in the page you will need to use the CRM web service to display all the account details that you interested in showing the user. I won’t do into details on this. You can find great tutorials on the web or in the SDK if you haven’t done this before.

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