Is it possible to add multiple views of same entity in the Site Map(left navigation) in Dynamics 365. I need to add the default view as well as filtered view of Project entity on Left navigation. I have seen an option to add it as url instead of entity. Is there any other way to add multiple view of same entity?
Yes you can add the direct url addressable view link in sitemap. One for default view (maybe entity itself) and another for filtered view. This is the closest solution we tried in one of the implementation. Read more
Url="/main.aspx?appid=e2bc1066-488f-eb11-b1ac-000d3a56ead9&pagetype=entitylist&etn=account&viewid=%7b<GUID value of view id>%7d"
Alternate approach from the community using web resource can be found here.
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The idea is to create an app in Xamarin with dynamic forms. The form definition is taken from any source like local DB or Web API.
The definition contains the set of fields and theirs's default values.
Currently my question is about view model.
Let's say the situation is clear with a view. I mean that user controls can be added to a view programmatically based on the form definition.
But how view model should look like in this case?
As a set of dynamic properties ? How to support user controls binding to respective view model properties ?
Any ideas or links to respective articles are welcomed.
Thank you in advance.
I'm completely new to the Dynamics CRM environment.
Within our current implementation, there is a grid which displays a list of current sales opportunities. Within this grid, there is a column for the user which is a link to another part of Dynamics. We want to instead be able to open a new window to another system. How can I customize how that link gets rendered out so that the client "onclick" function can link to a javascript function which will open a new window with the URL we need?
Please see attached:
Snapshot of Dynamics grid
Im afraid that this is not possible with supported customization.
My understanding is that you will keep URL to external system on entity and you would like to be able to open with single click from grid displaying this record?
However, Im not sure if you add this fields as single line of text with format option URL won`t work as expected. If this does not work, you would need a custom grid to display this data.
You can store url in text field with format URL, click on such field will open link in new window/tab.
I have many Document templates for several Entities. when user is on particular entity, and on click of a custom button, I want to show only the Entity's related Document Template names as radio buttons to choose one to generate a document i.e. when user is on Contact entity, the user should be listed only Document templates which are related to Contact Entity. I am looking for Dialog process to do this.
Please suggest a way to do filter the Document templates.
Is this possible?
Thanks
The idea is Possible with custom html pages created in webresource & pulling the data with SDK calls in JS. Needs huge efforts.
In Joomla 3.03 I have built a component and a form view for adding to and editing records. I want to load this form into another entirely separate view where we are writing out the records.
I know I can use jQuery.load() to pull in the form but how can I dynamically load it into place on the separate view and allow it to be completed/validated/posted as if you were on the orginal form view page?
You can use new feature of Joomla 3.0 JLayout, it enables view reuse inside or accross extensions. For more details, check in docs Sharing layouts across views or extensions with JLayout
When I create a new appointment from the context of a saved incident it defaults the "Required Attendees" field to the incident's account. I want it to default to blank or the current user. (To create the appointment I used the navigation pane on the incident to view related activities then use the ribbon button add new activity.)
Where can I control that behaviour?
I tried looking at the entity mappings but it appears there isn't a "mappable" relationship for the "RequiredAttendees" field. (I checked as per the instructions here: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/help/ui_cust_Mapping.htm) Have I missed something or is this a hardcoded CRM-ism?
Going forward do I have any options to modify this? I suppose I could do javascript on form load but I'd prefer this be configurable inside CRM without touching javascript.
I think that best solution is to use onLoad javascript. Just check that Appointment is created from Incident form. (In Url - Type=112)
You can rewrite ribbon button on Incident form to open new window with URL
http://myCRM/myOrg/main.aspx?etc=4201&extraqs=%3fcontactInfo%3d%26etc%3d4201%26pId%3d%257bB8C55089-26D7-E111-93D4-005056986118%257d%26pName%3dCaseName%26pType%3d112%26pagemode%3diframe%26preloadcache%3d1346939630259&pagetype=entityrecord
So just exclude:
partyaddressused%3d%26
partyid%3d%257bA9D02C74-26D7-E111-93D4-05056986118%257d%26partyname%3dAdministrator%2540crm.local%26
partytype%3d2%26
This part of url contains data related to activity party ('required' field).