I created solution and added entity and form with 3 fields to it, but I can't see my entity in the side menu of the main sales hub.
I tried to add site maps etc, doesn't work.
What could be the problem? maybe something missing in my process?
My process: create solution -> add entity -> add field -> click on main form and add fields -> save and publish
UPDATE: Now I found this under 'Extensions'
Main sitemap is for main app. Sales hub app will have its own sitemap. You have to edit that sitemap to include the navigation item in Sales hub app. Read more
Go to: Dynamics 365 > Settings > Customizations > Model-Driven Apps
Open the App designer and click on the Sitemap editor.
By default the custom entities will be showing under Settings - Extensions.
Related
I'm developing a Prestashop 1.7 e-commerce and I'm stuck with a layout problem about the order confirmation that the customer receives. The mail itself works, but it's showed badly when viewed with a smartphone and this because is made using tables with pre-assigned column sizes that I cannot change
Is there a way to change this layout easily through the Back Office or should I dig into the code?
Translation tool in the backend
Log into your PrestaShop admin panel.
Navigate to Localization -> Translations, find Modify translations section.
Select the E-mail template translations from the Type of translation dropdown menu, Core (no theme selected) and the required language:
Click Modify button.
Open Core e-mails and by using search tool (CTRL + F) find order_conf.
You can change the body of the message in WYSIWYG editor, that appears after clicking on
Edit HTML version. And also you can view/edit the .txt version:
Edit account email in the same way :
After all changes click Save or Save and stay button.
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
In UCI not able see "New" button above grid and also editable Form for the same custom entity. I have given the required Security Roles. In classic form, I'm able to do all these things.
Seems like there is a bug in the dynamics 365 UCI for desktop view.
Solution Steps are as follows:
Select Setting > Customizations > Customize the system
Select Entity from Components
In General Tab > Scroll down to "Outlook & Mobile"
Leave unchecked checkbox "Read-only in mobile".
Purpose: To add a Group with SubArea (opening a WebResource), which could be added in a managed solution. Sitemap state before installation and after uninstallation should be same.
I understand how merging in Dynamics works and that is not an issue for me
A generic sitemap inside customizations.xml would look like this
<SiteMap>
<SiteMap IntroducedVersion="7.0.0.0">
<Area Id="MA" ResourceId="Area_Marketing"
DescriptionResourceId="Marketing_Description"
Icon="/_imgs/marketing_24x24.gif"
ShowGroups="true" IntroducedVersion="7.0.0.0">
<Group Id="Test Group" Title="Test Group" IsProfile="false">
<SubArea Icon="$webresource:te_/assets/images/logo.png"
Id="te_survey"
Url="WebResources/te_/index.html"
Title="Test WebResource"
AvailableOffline="true"
PassParams="false"/>
</Group>
</Area>
</SiteMap>
</SiteMap>
However, when I used this I do not see any entry in SiteMap.
I found a post that address my concern directly. It asks to use solutionaction attribute in SubArea/Group elements which let CRM merge sitemap durin installation and uninstallation for a managed solution.
Sadly this does not work in Dynamics365. I lost my whole sitemap when I tried using it.
I think this is a relatively popular scenario.
PS:
I am on Dynamics365 (v8.2), so I cannot hack into the code behind, nor would I prefer it.
I tried How do I remove Dynamics CRM sitemap customizations?
, but it does not work in Dynamics365
Site Maps are typically modified in a development environment through the built-in Sitemap Designer or through external tools such as the XrmToolBox SiteMap Editor plugin. They're then exported as a managed solution which will contain only the differences to the site map. Here are steps to perform the changes you're wanting to make using the built-in Site Map Designer:
Create a new solution in the development instance
Add the site map to the solution
click on Components > Add Existing > Site Map
click on Site Map, then OK
Double click the site map component to edit it in the Sitemap Designer
Drag the Area component to the exiting menu to create a new area
Drag a Group component to the newly added area to add the group to the area
Drag a Subarea component to the newly added group to create the menu item for launching the web resource
Edit the properties of the subarea to reference the web resource
set the Type to Web Resource
set the URL to your HTML web resource
Save and publish the site map
Export the solution as a managed solution
Import the managed solution into the target instance to apply the site map changes
Delete the managed solution in the target instance to uninstall the solution and revert the site map changes
I tried creating a solution and I clicked on "Add existing item" and selected the "Sitemap".
But when I click on the sitemap to edit it nothing happens.
How can I customize the top level tile navigation in CRM ?
For easier editing of sitemap you will have to use some tool like XrmToolbox.
You can edit SiteMap in CRM either manually or using some tool.
On the url below microsoft has mentioned:
Using a sitemap editor can facilitate editing the sitemap.
A popular one is included in the Toolbox for Dynamics CRM 2011/2013 released by Microsoft CRM MVP Tanguy Touzard.
https://msdn.microsoft.com/en-us/library/gg309424.aspx#BKMK_SiteMapEditors
I use SiteMap Editor for Microsoft Dynamics CRM 2011. It is super easy to use.
http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html
In the XrmToolBox, open the SiteMap editor
Connect to an organisation if not already done:
In the dialogue, click on the New Connection
Provide credentials. After auth, provide it a name.
In the SiteMap editor, click Load SiteMap and update the nodes as needed
Click Update SiteMap