When I choose one entity and one of records, the tags change as following pic. Can they be designed?
changed:
What does the icon means?
They are not Tags, they are ribbon buttons/commands. You have to use CRM Ribbon workbench (Managed solution or XrmToolBox) to customize the ribbon/command bar. Read more
The ribbon/command bar button can have display rule/enable rule, based on that rules they will show hide. For ex. If “selected record count rule” triggers then the options are different in view.
To update the icons, you have to upload svg icon in each custom entity. And make sure to update the modern image in ribbon button definition.
Related
On folder selection (Inbox, Deleted, Sent, etc.) the Outlook email items are shown listed in the explorer view as a list of Outlook items.
For each Outlook items, some icons (attach, etc.) are show on the right. How can I add new icons there for each outlook item? I want to do the same as explained here or here, but instead of changing an existing one, I would like to add a new one/s.
Additionally (this is optional) it would be great if I could execute some code when user clicks on it but I am ok if I can just show it.
UPDATE 05/10/2022
There are two posibilities:
Add new columns to the message grid preview in the explorer view, I mean put more columns at the beginning or after the last column (flag one). This view is obtained when you resize the width of the messages grid:
Use the existing last column of the messages grid preview, marked with a flag, and put there more icons with its click event handlers.
Is it possible to implement both above solutions?
There is no trivial way to inject custom icons there. The best what you could do is to use the PR_ICON_INDEX property with a set of predefined icons. The property contains a number that indicates which icon to use when you display a group of email objects.
As explained in the articles mentioned in your post you can use the PropertyAccessor.SetProperty to set up an icon for Outlook items.
Additionally (this is optional) it would be great if I could execute some code when user clicks on it but I am ok if I can just show it.
You can handle the SelectionChange event of the Explorer class which is fired when the user selects a different or additional Microsoft Outlook item programmatically or by interacting with the user interface. The Outlook object model doesn't provide any other events for that.
There is no way to add a new icon next to the old one - the message view in Outlook does not support that level of customization.
The only way to replace a build-in icon with a truly custom one (instead of using one from a few dozen predefined icons) is to create a custom form (even if exposes no customization) and specify an icon for that form. If the message class (MailItem.MessageClass) matches that of a custom form, Outlook will show your custom icon. Not ideal at all.
I'm using Ms Dynamics 365 online Version 9.1.00004626 for customer engagement.
On entity "account" form command bar in UCI, i have a button named Open Org chart this button doesn't appear in web classic interface. I need to hide it.
I tried with RibbonWorkBench, but i didn't see the button, i tried also xml customization file the button referenced by "ViewOrgChart", didn't appear.
How to hide this button?
Thanks for your help
Best Regards
I am new with Dynamics 365 and are not sure of how I can achieve this.
I am looking into having some buttons in a view.
Maybe a view isn't the best way of doing it, but what I want to do is to have a list of records connected to the logged in user (similar to a view)
But on each row/record I want to have multiple buttons. These buttons can be like 'Complete' (Changes status on task and updates the view) , 'Send email'(Starts a workflow) and so on.
What are some of the ways of doing this? Either with Javascript/C#/plugin or something else.
You cannot add buttons in views/subgrids directly.
That’s when we add ribbon/command bar buttons using Ribbon workbench usually.
Create a Workflow Short Cut Ribbon Button (No Code Solution!)
Update:
There is a PowerApps Components Framework (PCF - preview) coming out soon, then we can build custom grid control with the layout/buttons we want.
This can be achieved with RibbonWorkbench. My answer does not differ much with #arun vinoth answer but just added few explanation lines.
https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code
If you look at view below where I have selected number of contact and then I have a Button at top "Nominieren" which is shown and clicking on it will perform whatever action is needed.
There will be java-script on click of button, from Java script you could call Action or workflow or perform operation in Java script itself.
Link for Adding new Button : https://community.dynamics.com/crm/b/crmtipsfromadeveloper/archive/2017/07/26/know-how-add-a-ribbon-button-using-ribbon-workbench
Now when you look at image below I have no contact selected and it does not show button on Ribbon.
It might be possible. I haven't tried this but you can write JavaScript for a view column now (since CRM 2016).
If you go to a view you can double click on a view column to view its properties. There are two properties you might be interested in:
Web Resource
Function
Here's a link to an MS page that explains how to use these options to add an icon. It might be possible to create a clickable button which uses CRM's WebApi to perform some actions: Docs # Microsoft
I am working on dynamics 365. I need to disable a button, say assign, from the ribbon in case of multiple select in acccount view. How can I do that?
This can be achieved by straight forward EnableRule available named SelectionCountRule
Read more
Make sure to take a backup of Application ribbon/Entity before touching the customizations. Also you need to click the context menu “customize button” / “customize command” if you are customizing OOB button like Assign to retain the existing Rules/behavior & to add your custom rules/behavior.
Is it possible to add an icon to a view in CRM – similar to how they now have a delete icon when you hover over a record but we would want the icon to be available all the times based on the status or other factors.
The supported method is to add a ribbon button. I find this tool to be helpful: http://www.develop1.net/public/Download%20Ribbon%20Workbench%202013.aspx