The MSCRM team has published a step-by-step guide for removing the chrome from SharePoint team-sites integrated into MSCRM. This was one of the three tasks that I outlined in my previous post on this topic. Note that I recommend hiding the chrome rather than deleting it from the web-part-page. I will add some details about the other tasks regarding the view columns and the view toolbar in this post.
I recommend that you tailor the MSCRM view of the WSS team-site to show only the necessary information to the user and provide only a few action options in the view, plus links to open the standard SharePoint team-site or doc-lib in a new browser for full access to the collaboration features of WSS. This method is similar to the view/actions functionality of the new MOSS 2007 Business Data Connector (not to mention IBF...). Check out the video about MOSS 2007 including BDC at Channel 9.
This script was left to you as an exercise in part I, but for those of you that prefer copy-paste coding, here it is:
var links = document.getElementsByTagName('a');
//alert('Number of hyperlinks: ' + links.length);
for(i=0; i<links.length; i++)
var link = links[i];
if(link.id == 'EXCLUDE') continue;
link.target = '_blank';
//alert('<A> onlick, id: ' + link.id);
link.onclick = '';
if(link.href != '')
//leave sorting links as-is
link.href = '';
link.onclick = '';
As you can see by examining the script, you can preserve hyperlinks by setting their id = 'EXCLUDE'. This is useful when adding your own hyperlinks that should not navigate out of the <iframe>. Note that the script removes all onclick handlers, thus it should not be used in combination with the full toolbar of lists and doc-libs.
Add this to the very bottom of the page to run the script:
You must also review which column types you include in the MSCRM view of the document library. The reason for this is that the some of the column types provides options that causes navigation. I.e. use the "Name (linked to document)" as the document link column, rather than the column type that provides the drop down edit menu. Use "Modify settings and columns-Views-Edit view" to customize the MSCRM view to contain only the most basic meta-data and options; and provide a link to open the standard SharePoint view in a new browser with full doc-lib features.
Regarding the document library toolbar type, it is safer to use the 'Summary' toolbar in the new view, rather than the full toolbar. Alas, the functionality of the full toolbar might be more important than controlling the navigation options. If this applies to you, then use the full toolbar - just remeber to modify the above script accordingly.
At last, I want to refresh your memory on these two WSS tips from part I:
Do not hesitate to remove the SharePoint "Modify shared page" menu link. The toolbox can always be summoned using this querystring: ?mode=edit&PageView=Shared
&toolpaneview=2 (see SharePoint tweaks).
Also try this nifty little SharePoint querystring trick: ?contents=1