Lookup Address for Custom Entities in CRM 2011

Customer address entity in CRM 2011 stores all the addressed for contacts and accounts. I recently got a requirement to create all address fields on opportunity and a custom entity. Customer also wanted to populate these addresses based on a address lookup similar to the option on quote,order and invoice entity. I wanted to do this as a custom silver light application but then found a way to reuse the existing address lookup logic in out of the box CRM. I am sharing this piece of code with you for putting address lookup on opportunity entity. You can change the code to display the same option on any custom entity.

STEP 1: Create the address fields on opportunity entity. For this example I created address1 fields as follows:

1.) new_address1_line1

2.) new_address1_line2

3.) new_address1_line3

4.) new_address1_city

5.) new_address1_state

6.) new_address1_zip

7.) new_address1_country

Then, exact same fields were created for address2.

STEP 2: Copy this script to a new web resource in your CRM solution.

function CustomLookup () {

var aoItems = getFieldValue(“new_accountid”);

if (aoItems == null) {

alert(“Account is not Selected”);

return;

}

var _object = openStdDlg(“/sfa/quotes/dlg_lookupaddress.aspx?headerForm=1&parentType=1&parentId=” + aoItems[0].id + “&willCall=0”, “LookupAddress”, 500, 330, true);

if (object) {

PopulateBillToAddress (object);

PopulateShipToAddress (object);

}

}

function PopulateBillToAddress(object) {

if (object.BillTo) {

setFieldValue(“new_address1_name”, object.Address.Name);

setFieldValue(“new_address1_line1”, object.Address.Line1);

setFieldValue(“new_address1_line2”, object.Address.Line2);

setFieldValue(“new_address1_line3”, object.Address.Line3);

setFieldValue(“new_address1_city”, object.Address.City);

setFieldValue(“new_address1_state”, object.Address.StateOrProvince);

setFieldValue(“new_address1_zip”, object.Address.PostalCode);

setFieldValue(“new_address1_country”, object.Address.Country);

}

}

function PopulateShipToAddress(object) {

if (object.ShipTo) {

setFieldValue(“new_address2_name”, object.Address.Name);

setFieldValue(“new_address2_line1”, object.Address.Line1);

setFieldValue(“new_address2_line2”, object.Address.Line2);

setFieldValue(“new_address2_line3”, object.Address.Line3);

setFieldValue(“new_address2_city”, object.Address.City);

setFieldValue(“new_address2_state”, object.Address.StateOrProvince);

setFieldValue(“new_address2_zip”, object.Address.PostalCode);

setFieldValue(“new_address2_country”, object.Address.Country);

}

}

function setFieldValue(fieldName, fieldValue) {

Xrm.Page.getAttribute(fieldName).setValue(fieldValue);

}

STEP 3: You will have to add the following XML to your ribbondiffxml in customization file to add the button.

<RibbonDiffXml>

<CustomActions>

<CustomAction Id=”sample.Form.opportunity.MainTab.Workflow.CustomAction” Location=”Mscrm.Form.opportunity.MainTab.Workflow.Controls._children” Sequence=”10″>

<CommandUIDefinition>

<Button Command=”sample.Form.opportunity.MainTab.Workflow.Command” CommandType=”General” Id=”sample.Form.opportunity.MainTab.Workflow.Button” Image16by16=”/_imgs/SFA/LookupAddress_16.png” Image32by32=”/_imgs/SFA/LookupAddress_32.png” LabelText=”$LocLabels:sample.Form.opportunity.MainTab.Workflow.LabelText” TemplateAlias=”o1″ ToolTipDescription=”$LocLabels:sample.Form.opportunity.MainTab.Workflow.ToolTip” ToolTipTitle=”$LocLabels:sample.Form.opportunity.MainTab.Workflow.LabelText” />

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplates Id=”Mscrm.Templates”></RibbonTemplates>

</Templates>

<CommandDefinitions>

<CommandDefinition Id=”sample.Form.opportunity.MainTab.Workflow.Command”>

<EnableRules>

<EnableRule Id=”Mscrm.CustomcheckRole” />

</EnableRules>

<DisplayRules />

<Actions>

<JavaScriptFunction Library=”$webresource:new_JscriptLibrary” FunctionName=” CustomLookup ” />

</Actions>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules />

<DisplayRules />

<EnableRules>

<EnableRule Id=”Mscrm.CustomcheckRole”>

<FormStateRule State=”Existing” />

</EnableRule>

</EnableRules>

</RuleDefinitions>

<LocLabels>

<LocLabel Id=”sample.Form.opportunity.MainTab.Workflow.LabelText”>

<Titles>

<Title languagecode=”1033″ description=”Look Up Address” />

</Titles>

</LocLabel>

<LocLabel Id=”sample.Form.opportunity.MainTab.Workflow.ToolTip”>

<Titles>

<Title languagecode=”1033″ description=”Select an address and mark it as Bill To, Ship To, or both” />

</Titles>

</LocLabel>

</LocLabels>

</RibbonDiffXml>

Important Notes:

1.) Do not forget to include new_JscriptLibrary on your form under form properties.

2.) new_accountid is a field on the form to look for additional addresses