I have Sales database which contains sales data along with manager IDs, I have created the required reports in Qliksense and want to use Qliksense reports on custom UI (on an app).Also want to apply row level security so that one manager would be able to see only his data and other data would be restricted for him.
How to publish these reports on custom UI and provide data security using Qliksense Desktop or cloud?
PS - I do not have enterprise version yet.
The easiest way would be to go the dev hub and copy the iframe / embed script from there. It is under the single configurator menu item
The standard desktop version will not allow for row level security in any way you must have a license to do that. But once licensed that security will flow naturally to the iframe / embedded object
Related
I am looking for a good system where I am able to
customize my table with custom fields without / less php development
get the data by rest api out of the box
membership area (is there a solution for directus.io, voyager, ... ) out-of-the box? (user can register and see some pages only for members) As I understand both systems are headless cms but are there a membership system already for download? Is there a better system to this?
are the system recommended for building an individual CRM System (as foundation for a php developer)? any other suggestions?
Regards
ms
If the plan is to have the platform work as you CRM platform, then Directus would be a great fit. You can install a blank instance, and then just add the collections/fields you want (their online demo actually has an example of some CRM features):
https://demo.directus.io/admin/#/login
The only thing that Directus doesn't have, that you mentioned, is a "Public Register" feature. But this could be a single custom page page that you build that adds users through the API. Also, Public User Registration is on their roadmap.
I need to add a custom element/mini-app/extension to CRM Dynamics sales such that it shows globally on all pages that the user navigates to and also can navigate the users urls when certain events happen.
What options exactly do I have to satisfy the above criteria?
The screenshot below shows a sample area that I need to build the app within as an example.
Id imagine there are many use cases where customizing a global element is worthwhile, especially since custom applications may need to be built.
I understand I can use the Resources to create a SPA such as angular which is running so long as the URL stays at the SPA url. But for our use case, we are looking to allow end users to be able to navigate the CRM using the custom controls. but when something happens in a another subsystem, we need end users who are logged into the CRM to instantly view data that is important to them.
Is this technically possible?
Unfortunately this is not feasible. There are some concepts to show learning path like that. It won’t satisfy your need.
I understand what you need, like a news feed or ad rotator for rolling content but context specific flyout area which is always pinned. There is no OOB option or customization/configuration available for achieving this. You can initiate this concept in Dynamics Ideas.
Like you said there can be a HTML web resource developed & embedded in a dashboard, this is very limited for your requirement.
Edit:
I think you are looking for Channel Integration Framework which will help you to configure third party CTI apps.
In CRM V9, they have introduced a new API call for 'Panel'. This panel loads to the side of the screen, and can display content regardless of where the user moves throughout the entire application. I've played around with it a bit for my own person reasons at work, but it looks to be exactly what you're looking for.
The call is 'Xrm.Panel.loadPanel(URL/WebResource)'
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-panel
However, the feature is currently in development, and should only be used in production at your own risk.
I have a plugin that fires on PreOperation of RetrieveMultiple and adds a query condition that the view name does not begin with HIDDEN_ . In the web client this works perfectly. In my on prem Outlook client (for my sandbox) it also works perfectly. However when I am using Outlook 2010 with an online environment it still displays the hidden view in the drop down (but not if you open an advanced find).
On top of this issue I also am unable to prefix my dashboard views with HIDDEN_. If i do then the dashboards display no information. I haven't been able to get it to work properly with the dashboard views, but I need to hide them as I have two entities that have a dozen views each that are only used for the dashboards.
In short these are the two questions:
1. How do I hide views for an online 2011 environment in the outlook client?
2. How do I hide the dashboard views and still use them for the purpose of creating dashboards?
Thanks,
Nick
Try registering your plugin on the PreValidation step.
Of course, all clients should show exact similar behaviour, so to me it seems you have found a bug.
I'm creating a solution which will be released as a managed solution for Dynamics CRM Online.
However, the customer will need to put information in when installing the managed solution to allow interaction with outside services.
For example, when you install the LinkedIn solution, you need to add your log in information to allow the CRM to access your LinkedIn account.
How do I add these parameters to the a solution, and then allow the customer to update them if they change?
Cheers
Edit:
To add to my query and following the answer below.
To make sure the process is correct in my head.
Option 1.
I will create a custom entity for storing key/value, or username/password combination.
I would then create a customisation page for the solution using html web resource, which when submitted, javascript would create a single record to hold those values.
I then need to link every record that needs the values stored in the custom record - I'm not sure how this would be done without editing a workflow after the storage record has been created, to link each normal record to the storage one.
Option 2.
Create an xml web resource that stores the values. Create the html/javascript resources to update this using the configuration page.
I can then use a javascript function to obtain that data when the custom entity is created, perhaps to populate hidden fields for storage and use behind the scenes.
I can't find any tutorials on getting started with using xml in this way - can you point me in the right direction?
I typically create a "Configuration" entity that has Name/Value attributes. This is also useful when you have Dev/Test/Prod environments that require different configs (e.g. URLs, credentials, etc).
Another approach is to using Plug-in configurations or Web Resources to store that type of information. The Plug-in configuration is pretty straightforward if you can have the customer use the Plug-in Registration tool to modify the value.
In MSCRM I'd like to automate sharing documents out to users. I tried using SQL Server Profiler to trace but I can't find the raw sql. Anyone know how to do this? Thanks!
How you do this depends largely on where you're storing the documents (on a file server, within CRM, on SharePoint etc) and also how you want to "share" the document (email a link to a file server location, email an attached document, provide access to doc via CRM UI).
If Sharepoint is part of the equation there's various add-ons / webparts available that integrate document management with CRM. If your document is within CRM you could look at creating a workflow that either emailed a link, or provided access rights within CRM or something similar. You approach would also depend on if you're sharing with CRM users, CRM contacts, or some other type of user.
If you've built a custom form or application then you should be using the API as driis mentions. Whatever the scenario there shouldn't be a need to find the "raw" sql to achieve this.
At the bottom of the definitions of "Filtered***" view there is a bit of sql like
select POA.ObjectId from PrincipalObjectAccess POA
join SystemUserPrincipals sup on POA.PrincipalId = sup.PrincipalId
where sup.SystemUserId = u.SystemUserId and
POA.ObjectTypeCode = 10039 AND
((POA.AccessRightsMask | POA.InheritedAccessRightsMask) & 1)=1
Adding new rows to PrincipalObjectAccess should do the trick. However, it's a hack, it requires administrative privileges and is highly unrecommended on general principles...