I need to change value of choices in choice type column in CRM. There is one field name and other is value. I am able to change the name as we know but not the value of it
AFAIK, the modern PowerApps maker portal still has some limitations, it does not contain all the functionalities for parity as in our classic D365 editors. You are hitting one of those limitations.
Pls switch to classic version from the maker portal or navigate to the classic by clicking the top gear icon in Model driven app, then click the "Advanced settings".
Under Settings - Solutions - Entity - Field, you can edit the existing options, both the text and value. This will unblock you for time being.
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If you create a virtual entity connector in your DataVerse to your CRM data, you can change all your choices from there as well.
As a best practice we should create different choice which is re-usable at any
places. One can create the choice by clicking on New select More and then Choices. Once created the choice, can able to add different choice name along with their default value. if needed to change the value we can edit those. please check below image
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I don't see task, appointment entities are not in the list of quick create form when click on (+) button though quick create form enabled from entity definition even quick create forms also available on forms section for those entities.
I only see other entities like account, opportunity etc. on the list through (+) button.
You have to look for the below option:
Last time when I check, web always opens Main form when Quick create is expected to open (Ankuser confirmed this). But UCI opens QC forms when attempted from Timeline & Top bar.
Thank you all, I have resolved my problem. It seems that I needed to enable task, appointment entities from powerapps.
I am trying to build a new add-in command (button) to add to the Home tab in the Outlook ribbon. This is easy enough to do, but my organization also wants to target the button based on properties in one's Active Directory profile (specifically department). Is this possible? Thank you so much!
This is pretty straightforward with desktop office add-ins (like VSTO). All you need to do is basically to get information about the currently logged in user organizational unit from the active directory, and then show/hide/modify buttons depending on this information.
From the tags on your question, it looks like this is NOT what you are looking for (please correct me if I am wrong)? The fact that you added "office365", probably means that you are interested in javascript (cloud/browser/store) solution?
For javascript-based add-ins, the part where you get the user department from its profile was impossible until recently. Now you may check out the Single-Sign-On API (added last year). It provides you information from user's Azure active directory profile, meaning that your organization is supposed to be part of it.
Another difficulty could be, dynamic display of the related buttons (showing/hiding/enabling/disabling) (I may be wrong, but it looks like it is still not supported for javascript). You can try to create a workaround for that by building a custom task pane instead (you can do whatever you want on your task pane)
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In case of .NET VSTO add-in, you can get user groups using:
UserPrincipal.Current.GetAuthorizationGroups()
Then you can control which buttons/controls to show/hide by providing callback function(s) in your code and in your ribbon interface definition file (you need to define Ribbon using XML, not with UI designer). There are callbacks available like getVisible, getLabel, etc.
I'm using the Visual Studio Team Foundation Server 2013 web interface and have created and saved many queries with custom columns, sort orders etc.
However, when creating a new query or doing a "search" (i.e. the "Search work items" control in top right of Queries page) the default columns are always: ID, Work Item Type, Title, State, Assigned To and Tags.
How do I change the default columns so that all new queries will default to my preferred columns?
Thanks
From an MSDN forum post:
And for these work items which are shipped with TFS Server, the information is stored in the team project template. For example, if you are working with a Agile team project, go to MSF for Agile Software Development v5.0\WorkItem Tracking\Queries, select the query you would like to custom the displayed columns and make changes.
For Visual Studio the change is different. This setting is changed via the registry at this location:
Computer\HKEY_CURRENT_USER\Software\Microsoft\VisualStudio\<versionNumber>\WorkItemTracking\QuerySettings\ColumnSetting
I haven't found a consistent Name for the key that affects this default between versions so the item you need to change depends on your version. A little trial and error should narrow down which key to change.
MSDN forum source
You have to add your desired columns for every single work item query via editing columns in the Column Options page. I can't figure out you one way to save default column options to use for new created work item queries.
For example, to add other columns in the Search query, you need to click Column Options function in the Editor page to choose columns you want.
We've just set up Dynamics CRM 2013. We're using the Outlook 2010 plug-in. A new entity has been created called "Projects," in which the users give the project a name (which is fairly long: Typically something like "2014 Project Name Client Name") and we assign activities and track emails to that project. The problem is that the project name in the blue bar doesn't truncate; instead it spills over the drop-down arrow (which lets you see related activities, contacts, etc) and is un-clickable. Logging in through the web interface, it truncates properly. Is there a way we can force it to truncate after a certain amount of letters, or use the ProjectID field for that label instead of the name? I'm fairly new to Dynamics so a simple solution would be much, much preferred.
A screenshot with an arrow pointing to the over-running field:
We had the same problem when using IE8. In IE9, the long name is truncated properly so the related button/link/whatever it is works as expected. MS unlikely to fix this issue in IE8 just fyi. If it's a custom entity, the primary key field will be the name and that field is used in the UI when it wants to show a record. So you have two options. Change the browser version or only use short names.
I have a custom task pane I've made in VSTO for Outlook 2007, but it needs a fair amount of screen real estate to be functional. I'd like to just take over the place of the Reading Pane, as it won't really be needed when this addon is active. It's also a really great spot since this addon relies on drag-and-drop from mail folders to this task pane, and the closer I can get it to the folder pane, the better.
Any way to replace the Reading Pane, or at least toggle it's visibility?
I dont think there is a way in OOM to do this .. I you can change the size of you region though.
I have seen it done though with add-in-express tool http://www.add-in-express.com but that may be 2 much work for you to change to that model.
Take a look at the Replacement or Replace All Form Region options. Both of these options allow to replace the display of form region.
The Replacement form region let's you build a custom first page of your own.
The Replace All form region let's you build all form pages.
These are not simple options as you must provide all Outlook capabilities the user expects. This is why the Adjoining form region option is the popular choice.
You can read more here:
http://msdn.microsoft.com/en-us/library/office/dd492010(v=office.12).aspx
http://msdn.microsoft.com/en-us/library/vstudio/bb206784.aspx