I don't see task, appointment entities are not in the list of quick create form when click on (+) button though quick create form enabled from entity definition even quick create forms also available on forms section for those entities.
I only see other entities like account, opportunity etc. on the list through (+) button.
You have to look for the below option:
Last time when I check, web always opens Main form when Quick create is expected to open (Ankuser confirmed this). But UCI opens QC forms when attempted from Timeline & Top bar.
Thank you all, I have resolved my problem. It seems that I needed to enable task, appointment entities from powerapps.
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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 need to display a context menu when a user right clicks on a report
and the user can perform an action on the rows selected. How to achieve this?
I can see there is already an action button on top of an interactive report. Can we customize that?
There's no built in way to do this. I see a few options:
You could hack together your own actions. You would add a Dynamic Event on mousedown on your report, then some Javascript to handle the action.
If it doesn't have to be a right click option, you can add a custom menu to a report. Here's one way of doing it. http://hardlikesoftware.com/weblog/2015/07/13/apex-5-0-custom-menus/
Also, if using the Interactive Grid is an option, that menu can also be customized. See: http://hardlikesoftware.com/weblog/2017/01/24/how-to-hack-apex-interactive-grid-part-2/
If you're willing to use a commercial Apex add-on product, I have used the FOEX add-ons with great success. However, it's not cheap and it would require changing your report to use their report-style (which we like). Then you can add a context menu that's maintained via the Shared Components -> Lists.
https://www.foex.at/home/
I'm just a user, not a shill or employee...
My partner and I created a custom task form to be used in Outlook using the developer mode to do that, and we published it to the Organization Forms Library for anyone to open. We're running into issues that I personally can't seem to find on how to resolve:
Custom forms aren't syncing correctly.
When I complete out the custom form, and I assign it to someone else they might be missing details like the dates I picked from the date picker, and text within the text box are gone too. It's very odd that sometimes some would get all the details that an end-user would input but that's like a 1/8 chance. I feel like there's a disconnect where it just won't behave like any other task. Cache mode or no cache mode doesn't matter it seems. When the person assigns it back with changes made on their end, those changes aren't seen on my side. I just have the same original details that I made when I first made it. We're on Exchange Server 2010.
Looks like a custom form was not published correctly to others in the organization. Try to create a new Outlook item on other machines with your custom forms to make sure they were deployed correctly.
Note, message forms default to separate layouts for composing and reading. Many people find their first message form doesn't look right when they receive an item created with it. That's simply because they forgot to click the Edit Read Page button and customize the Read layout!
You may find the Customizing Outlook Message Forms article helpful.
Core need:
Using an on-premise installation of Dynamics 365, I want to use a form to create a new Person and associate that Person with the each Book they have read. This is a N:N relationship
Yak shaving:
I have created the relevant entities and the N:N relationship but could not figure out how to link them. I watched this YouTube video.
This makes it appear that all I need to do is add the relationship to the navigation page in the form editor and it will appear on the form for users. However, the navigation pane is only visible in the form editor and not when trying to use the form.
I cannot find anything on the web that appears to address this issue so I think I've got something seriously backwards. Can anyone point me in the right direction?
That video is for 2011 - Older version.
In recent CRM, once you open the record form - on top navigation, you will see small down arrow (caret) icon. Click that to see Associated records navigation.
I am trying to create a cascading combobox. I have read on the internet that you should be able to very simply use the "Parent Control" on the combobox's "Data" button. But I don't have that control on the data button. I've also read about using a query built directly on the combobox to run in the browser and not on the web. But I'm uncertain as to what that means. I see no build button or anything in the combobox's data button. Can anyone help? Was this something that came out after the app's release that not everybody has? I'm lost. Please, help if you can. Thank you!
It seems that "Parent Control" is not available in on-premises SharePoint and and only available in SharePoint Online. This may be your issue.
In any case there is a simple 3 minute test to see if you can use cascading combo boxes or not:
Create a new Access Web App;
Open the App in Access;
Create a new blank table and add just one short text column (I called it "Test_name"), save the table as "Test_table";
Edit the List view of Test_table and add a new combo box;
Open the combo box's "Data" menu and select Test_table as the Row Source.
Now the "Parent Control" property should have appeared at the bottom of the list of properties for the "Data" menu (see the image). If it hasn't, it means this feature is not available to you.
See diagram