We want to check what areas are used by user when they login to CRM. I have tried the recentlyvieweditems.
Is there any other way we can achieve this.
I do not think there is any solution or way to find out what area are clicked unless you login as that user and check what that user clicked.
The closest you can reach to get some insight for users and which entites they are accessing.
Organization insight solution
You have to capture those user telemetry data like - pages navigated, opened entity records, clicked ribbon buttons, etc using Application Insights or your own Database through your own API for all the breadcrumbs.
There is no other native solution other than Org Insights, that too available from 2016 onwards IIRC. Later they took different diversions during CRM online version upgrades.
You may try the EnableRule of application level command bar button to run your custom JS code to log user navigation. I haven't used it ever, but this is what I would try in your given scenario and I don't see any reason if it wouldn't work.
Create new custom entity/table with User ID/Name and URL attributes/columns
Create a application level command bar button
How do I add a global button (for all entities) on the CRM 2013 Command Bar
In button's enable rule, Add user id/name and document.location.href values as a new record to the custom table.
Create entity record through Javascript , CRM 2013 , SDK.Rest.CreateRecord
Don't forget to return false from the code in 'enable rule' so that the button should not actually be shown anywhere in the application.
Related
I am preparing a Power Apps web portal. But when I am adding a Form on my page and testing on browser, subgrid is not showing.
Preview on Web browser image which does not show Subgrid:
This is my developing screen where I'm adding a Web Form:
Because the form in Insert mode, try changing it to Edit mode to see the subgrid. You cannot add child records in subgrid unless parent entity record is saved/created/inserted, that is the reason.
When creating a new entity form, the first step is to decide the Entity and Form Name that you will be rendering, in addition to the mode: Insert, Edit, or Read Only. The mode selected will determine if you are creating a new record from the portal, editing an existing record, or just displaying information about a record on the portal.
Read more
For the contact entity I have set the default values for some build in fields to specific values. For example I set the default value for the field "Contact -> donotemail" to the value "Do not Allow".
In the "normal" web browser forms it seems to be working as expected.
But if I create a new contact using a quick create form and select the save and then "view created record" button the view switches to the new created contact.
If I then scroll down to the "donotemail" - field the field does not have the default value I selected in the field settings.
I googled the problem, the nearest community post I could find is
https://community.dynamics.com/crm/b/mohamedmostafacrmblog/archive/2016/06/02/set-field-default-value-in-microsoft-dynamics-crm-online-and-on-premise-using-business-rules-without-javascript-or-custom-components-plugins-or-workflows
Unfortunately the post is from 2016 and it describes how to workaround the problem using custom business rules. But due to this is build in funtionality there is no business rule I could edit and creating some new to achive the goal of setting a default value seems odd.
Did someone encounter this problem too and could find a solution?
One possible reason I could think of: you might have not refreshed the main window after publish all, maybe cached QC form didn’t work as expected bcoz “customize the system” will open a separate popup to edit & publish all.
Still technically server side should not be cached with old customizations. But QC might have rendered from cached Metadata in browser.
But publish all should reflect immediately & no delays expected. Make sure to refresh the main window next time :)
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.
For some strange reason I cannot access any control on the header or the business process flow section. I try to access them in the debugging tool after the page has loaded but I get null all the time. This is what I have/have done so far:
CRM 2016 on-premise
I have administrator rights
I use Xrm.Page.getControl("header_CONTROL NAME") for header controls
I use Xrm.Page.getControl("header_process_CONTROL NAME") for BPF controls
I have checked the control names and they are correct
Any help is appreciated.
It is possible you are in a wrong context in your debugging tool because forms usually rendered in an iframe.
If by that tool you mean the Chrome DevTools try to select some of those controls in elements view of your DOM and execute Xrm.Page.getControl after that.
I saw this happen when I tried accessing the controls in a "New Record" (create) form. In Update forms the same code worked as expected.
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).