Recently We have migrated from D365 On-Prem to cloud instance.
I am having a status bar at the bottom of each and every form. But I couldn't see the status bar at the bottom of the CRM online version.
Is the status bar section deprecated or removed from the OOB functionality?
Is it possible to have a status bar as same as On-Premise?
I need to prove to my client if it's not possible to have.
Yes, Microsoft removed the footer support and the controls/contents cannot be added there anymore.
Form footers in model-driven apps won't be supported with the 2021 release wave 2
With the upcoming 2021 release wave 2 (public preview in August 2021 and GA in October 2021), form footers won't be supported in a model-driven app form.
The footer doesn't meet the Microsoft Web Content Accessibility Guidelines (WCAG) 2.0 compliance for accessibility.
Main forms will no longer include the footer when a record is opened. Any out of box or custom controls that have been added to the form footer will no longer be available and you'll need to remove the fields if they're no longer necessary or move the fields to the header and use the high-density header with flyout or add them onto the main form. The recommended approach is to move fields that users need to access regardless of the form tab a user is on to the header and set it to use the high-density header with flyout. If there's only one tab, the recommendation is to move them into a new section on the form.
The out of box fields currently on the footer is removed and included on the form as part of the 2021 release wave 2 updates. So, you don't lose status, unsaved changes, or the option to open a form in a new window. The Save option is already available in the command bar and is always visible to the user.
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I have an intranet system that uses the DHTMLX UI Framework as user interface, but I'm looking for more modern interfaces that suits the current interface. The current version of DHTMLX I'm using only supports jQuery 1.x, that is a serious security problem. I already asked to update the version using the same UI, but there is a lack of documentation on its updated product. I.e., if I Googled for specific method or some way to run specific task or behavior, I'm always being redirected to elder documentation, or it simply doesn't exist!
I sketched here the current main UI I have: https://dhtmlx.com/docs/products/visualDesigner/live/?preview=true&id=967kh4
Explaining the behaviors: I have the layout separated by tabs, but the Tab 0 is the main record, and "sub tabs" are records according the selected row on grid of Tab 0. If there is no selected row, all sub tabs are disabled by default. If I add a new record on specific tab, automatically it adds a new row to equivalent tab.
This front is not so usual, but allows user previewing quickly the dependencies.
Question is... Do some of you have something similar to this layout? I'm disposing layouts that has to click on the main record, have to load an entire screen just to preview its dependencies.
The image below shows the current system interface
Any suggestion will be appreciated.
I have a model driven app, in which I need to add breadcrumbs or navigation to show the user's location, as shown below
Eg: Assignment/Sub-Assignment/Project
Is there any in built functionality or how can I implement it?
Thanks!
Unfortunately the breadcrumb navigation is removed by Microsoft in latest release. It’s not supported to customize it anyway.
The header breadcrumb has been removed to align with Office header styling and to make space for the upcoming app search box in the header. To support this navigation change and help users with navigation discovery, page back buttons have been added to the main page types of Form, View, and Dashboard.
Reference
We want to edit the text fields like "Alto", "Bajo" in the same web without enter to the "Edit" section.
You are looking for Editable grid, this is available in CRM UI but unavailable in Dynamics 365 Portals today. You can watch this feature/idea for availability date.
Meantime, you can build your own form with editable layout using HTML/Liquid template.
AFAIK - No other easy readymade solution/configuration available (OOB), but there may be third party solutions out there.
In CRM Online 2015 Update 1 instances I experience charts on forms not showing the correct data until they are manually refreshed.
Charts in general show all data from the underlying view when the form is loaded. Only after manually refreshing a certain chart does it show "Only Related Records".
As an example, I have added a chart to the Account entity as seen below. Both the chart and the shown subgrid are using the same view. Even though there is only 1 related record the chart shows all data from "My Open Opportunities" after form load:
After refreshing the chart by clicking the small recycle-icon the correct data related to the current record (in this case 1) is shown:
I have tested this in 3 different CRM Online 2015 Update 1 instances which all exhibit the same behavior. Additionally, this is seen for both system and custom entities.
A similar chart setup in CRM Online 2015 without Update 1 works as expected.
I've got the same problem.
Microsoft has changed how they load forms. For now, you can switch back to the old way by going to Settings -> Administration -> System Settings -> General tab, and selecting Yes for “Use legacy form rendering”
This is only a temporary measure as that option is likely to be removed, but maybe Microsoft will support charts in forms or whatever the issue is by then.
PS:
Drawback is that the new way of loading forms is much faster, so you'll lose som e time if you switch back.
I Haven't tested this yet, but maybe you could add some javascript on the onLoad event to automatically select the view, like your users have to do now manually:
Xrm.Page.getControl(subgridname).getViewSelector().setCurrentView(viewname);
but this isn't pretty either
This issue is supposed to be fixed in Service Update 1 for Microsoft Dynamics CRM Online 7.1.1. From the changelog: "Charts within a subgrid are displaying all records when they should actually display only related records.".
The expected release date is around the middle of December.
I find the Quick View Form for Phone Call activity non-editable (save button disabled) in my installation of Dynamics CRM 2013 (trial version downloaded from Microsoft site). However, this video describes the said form as editable (watch from 10:35 - 12:35 mins). So how can I edit this form?
Moreover, it is described in the video that a said Quick View Form is used to create a quick phone call record in the social pane of the entity form. How can we use the Quick View Form like this (create quick record) for our custom entity? Or is it only a built-in feature for out of the box social pane?
This was changed in the final version of CRM, the video uses the beta version. I watched the whole series a while ago and noticed this and some other small differences between the beta and the released version.
SELECT TOP 1000 [FormXmlManaged]
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,[OrganizationId]
,[ComponentState]
,[IsCustomizable]
,[OverwriteTime]
,[IsManaged]
,[Description]
,[Name]
,[AncestorFormId]
,[Type]
,[SupportingSolutionId]
,[SolutionId]
,[VersionNumber]
,[ObjectTypeCode]
,[FormIdUnique]
,[IsDefault]
,[FormPresentation]
,[FormActivationState]
,[IntroducedVersion]
,[IsAIRMerged]
,[IsTabletEnabled]
,[UniqueName]
,[IsDesktopEnabled]
FROM [Main_MSCRM].[dbo].[SystemFormBase]
where FormId = '8E0B7C1E-F5A0-4E7D-B04D-4CA8D5C5CA80'
update [Main_MSCRM].[dbo].[SystemFormBase]
set IsManaged = 1
where FormId = '8E0B7C1E-F5A0-4E7D-B04D-4CA8D5C5CA80'