Is it possible to upload attachments/files in the activity mobile forms (tasks, appointments etc) in Dynamics CRM?
Update:
The app in question is old version of Dynamics 365 for mobile app, which is retired now and modern UCI mobile app has better functionality.
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You have to first create the activity record (task/appointment) before attaching files in Notes or attachment section, since they are child records and can be associated to parent activity record once the parent is created.
In other words, quick create or OOB create forms cannot furnish your requirement.
Alternately, you have to develop a custom HTML form where you can collect all the information and files, and then creating CRM records (both parent and child) on your own using CRM web api deep insert at one shot.
Read my SO answer
This is how UCI mobile App Notes section will look like:
Related
I am trying to implement an evaluation survey for meetings, using Microsoft Forms over Office 365.
After I create and generate the link, I can get the info in an Excel file, but am missing a field with which I can link the survey's answers to the meeting.
Desired output in as seen in this image (all fields are already generated by Forms, except by that whose content is highlighted in yellow, which is the one I need to find out how to generate):
For the time being, I have 2 issues to solve:
How can I generate an ID for a meeting from Microsoft Outlook (where the meeting invitation was sent).
How can I pass that ID to Microsoft Forms.
Ideas about this or an alternative approach are welcome, thanks!!!
I think I have found a better approach:
To scrape all appointments in a period of time via API
To load appointment's data in MongoDB
To send personalized links to Outlook Forms questionnaires.
Here is the API documentation:
https://learn.microsoft.com/en-us/previous-versions/office/office-365-api/api/version-2.0/calendar-rest-operations
Context: this is for an ISV that sells extended Lead information. we have created web resources ( HTML , javascript) etc that will fetch the data from our REST API and render it in our HTML. I want to put a tab on the lead details page to render this data. Our mangaged solution was working for the class "web" interface version but now our users prefer to use the Sales Hub app.
My understanding is that the sales hub app is itself a managed solution. So I am wondering if it is possible to customize the pages on this app.
when I had posted this question , I did not know much about dynamics 365. after some trial and error, I have found that when a custom solution includes a entity form .e.g contacts form and has customization for the form, that customization will appear in the sales hub app.
We're just getting into making our CRM 365 OnPrem environment work well using the Mobile App, but the forms we display on web just don't layout well on the 365 Mobile App. I hoped there would be some way to select a different Default Form for the Mobile App and Web depending on how the user comes in, but I haven't found anyway to do this.
Makes since that the two different environments wouldn't be laid out the same way, so I'd like to build a Form for Mobile App and one for Web so I can arrange the fields accordingly. Just no logical way to use the same layout on both.
Thanks for any advise.
You can have two different forms, design the layout (tab, section, fields) for Web & Mobile (UCI) app in two different forms
For UCI app - we can control the form to render, by choosing the Mobile layout form as the only entity Asset. Read more
In Web - still user can switch between multiple forms using form selector, we may need script to land the users in the required form on form load using navigate()
I have an assignment which manages some custom entities of dynamics365 sales application. Is it possible to create a separate web application which resides in dynamics365 sales portal?
The web portal will have 5 to 6 menus and various forms with edit update delete, paging, sorting, searching. All the operations will be done in custom entities of the dynamics365.
Too broad. Possible.
for web application - Need to do custom development using metadata messages in SDK. Can host it separately.
https://msdn.microsoft.com/en-us/library/gg509014.aspx
Inside crm portal - this is not a typical requirement inside portal solution, so am doubtful. But still Asp.net page template is not available like adx in 365 yet.
https://readyxrmblog.wordpress.com/2017/03/14/liquid-markup-in-dynamics-365-portals-part-1-hello-world/
Other possibilities:
If we want to go with custom code inside webform: similar discussion
My wild guess - May be you can go with navigation link for your web app from portal.
Is it possible to create a new site map in Dynamics CRM? Alternatively do you have to update an existing site map to add additional navigation nodes?
In versions before Dynamics 365 it was not possible to create a new sitemap (or have multiple sitemaps per one organization of CRM) - you would have to modify existing sitemap byt editing XML schema or using some tool like XrmToolBox.
This is possible now in Dynamics 365. You simply create your App (Customizations -> Customize The System -> Choose Apps on the left and add New). Now, once you give your app a name, you can specify unique SiteMap (and edit it using built in SiteMap editor) for this App, entities that can be visible for this App etc. so basically you can create a separate CRM experience for Sales users and Service users, for example.