Auto-fill Opportunity's topic attribute

This might seem really simple, but sometimes it is really useful.

A lot of people don't know what to write in the TOPIC field of an opportunity record. If you don't write something, then the record appears to be unnamed to the user.

You can auto-fill the topic several ways:
1. You can have all Opportunities have a default name:
//OnLoad Code
if (crmForm.all.name.DataValue==null)
{
crmForm.all.name.DataValue="Opportunity";
}

2. You can set the CustomerID name into the TOPIC field:
//This will name the Opportunity after the client.
//OnChange for the CustomerID attribute
crmForm.all.name.DataValue = crmForm.all.customerid.DataValue[0].name;

Using User's Business Unit

This is something that I have done before, and it utilized Michael Höhne's code again. I made a modification to the User/Datetime Stamp that I previously posted.

In this code, I use the XML call to get the current user's business unit, and use this information to set a picklist. This "defaults" the picklist for the user, based on what his/her business unit normally picks.

Practical uses: This was requested by a client, to ensure that Opportunities were typed according to their business unit, so that the pipeline would be trackable by what business unit the user was in at the time.


(Sorry for the screenshot: Again, I don't know the best way to post XML without it rendering directly in the webpage.)

FAQ on using the Bulk Import Tool

Here is a good link off of the MSFT CRM site about some FAQ on using the Bulk Import Tool in CRM.
http://www.microsoft.com/dynamics/crm/using/troubleshooting/tsbulkimport.mspx

This is also a good paper to view:
http://www.consultcrm.co.uk/documents/knowledge/Troubleshooting%20bulk%20import.pdf