Create pop-up announcements upon login? - dynamics-crm

I want to get all of my users to see announcements. As you already know, we can't force everyone to use a dashboard that would have the announcements located in it as outlined here: https://www.powerobjects.com/blog/2011/11/22/adding-announcements-to-the-dashboard-in-crm-2011/. I could add this component to the most frequently-used dashboards, but I'm not going to get complete compliance. Too many people use user-defined dashboards and views. Further, not all of our users use email or other correspondence consistently, so my channels of communication for updates to the system are limited. My best bet was to create a popup upon login containing announcements, akin to the "pending email" warning, which would appear upon login regardless of any other conditions:
I've dug around to try and see where that warning comes from, in hopes of reverse engineering it to build a new component... but I just couldn't figure it out. I've seen options on how to disable or circumvent it, which naturally is the opposite of what I'm trying to do.
Is something like this possible?

Unfortunately this is a missing most wanted piece/feature even today in latest 365 versions.
We are using Web resources in global dashboards to socialize such thing, as announcements are deprecated. We cannot circumvent personal dashboards as default scenario.
We are planning to explore Learning path for this requirement, but that’s not applicable for your version.

Related

How can I limit wagtail's site history by site to support multi-tenancy?

I have a multi-tenant wagtail set up and we are currently working on getting up to date. We've just recently upgraded to v2.15 which introduced audit logging for all models instead of just page models.
AFAICT from looking through the wagtail code, the changes for a page model are only visible to superusers or admins with can_add_subpage or can_edit permissions which seems to effectively support multi-tenancy.
However, for all the other models there is no limitation put into effect. This means that an admin for Site A is seeing when changes are made to Site B or anytime a user is added or edited. We are using email addresses as usernames so this presents a rather major privacy issue.
This method hasn't been updated in any newer version, AFAICT, so I don't believe that just upgrading will fix this.
Does anyone have any ideas on either any wagtail settings we can change to keep Site and user changes invisible to non superusers or how we might localize BaseLogEntryManager.viewable_by_user so we can override the default wagtail implementation to our needs?
We have previously done something somewhat similar with the search available to admins by creating our own src/app/templates/wagtailadmin/pages/search.html and creating our own local version of https://github.com/wagtail/wagtail/blob/stable/2.13.x/wagtail/admin/views/pages/search.py
I had thought about trying to do something similar here however that doesn't seem like a good thing to do given how different those circumstances are and I think it was only possible using the register_admin_search_area hook.
I run a fairly large multitenanted Wagtail site. I have made public gist of the code we use in Wagtail 2.16 to restrict reports.
One of the main things we had to patch is the filters on the reports page. We do not want users on one site to even know there are other users in the system. This is implemented in the site_specific_get_users_for_filter method.
Although our non-page models all have site_ids, it was not possible to filter ModelLogEntries in site, so we settled for hiding that report from everyone except superusers.

Is it possible to embed pages from Sentry.io to another Website?

Currently, I have a Sentry.io account and push errors to the dashboard interface.
I was wondering if the following is possible:
Take the pages on the existing Sentry.io dashboard
Embed some of the panels and pages in a page on a custom website
Errors and interface would appear the same way on the custom website
Can interact with the interface and errors in the same way in terms of viewing sub-tabs and sub-pages
I'm primarily interested in the:
Projects tab and navigate to subtabs like Project Details and individual errors
Issues tab and the ability to search and view errors
Thank you.
Just came across Sentry a few weeks ago. According to the API documentation, it states the ability to GET, PUT/POST, and DELETE data even from Projects. So I think your API will allow you to push alerts to your site and if the site is interactive, you should be able to make changes( e.g. resolve issues) and it will also reflect on Sentry.
Keep in mind that the data coming from the API is unstructured, you might need to streamline what you want to show on your site depending on how your site is designed.
I am not sure if I am able to help in some way. I am also open to learning if you are able to discover how to do it or if I am wrong.

How do I create a custom global element/app within CRM Dynamics such that it shows on all pages and can control user navigation?

I need to add a custom element/mini-app/extension to CRM Dynamics sales such that it shows globally on all pages that the user navigates to and also can navigate the users urls when certain events happen.
What options exactly do I have to satisfy the above criteria?
The screenshot below shows a sample area that I need to build the app within as an example.
Id imagine there are many use cases where customizing a global element is worthwhile, especially since custom applications may need to be built.
I understand I can use the Resources to create a SPA such as angular which is running so long as the URL stays at the SPA url. But for our use case, we are looking to allow end users to be able to navigate the CRM using the custom controls. but when something happens in a another subsystem, we need end users who are logged into the CRM to instantly view data that is important to them.
Is this technically possible?
Unfortunately this is not feasible. There are some concepts to show learning path like that. It won’t satisfy your need.
I understand what you need, like a news feed or ad rotator for rolling content but context specific flyout area which is always pinned. There is no OOB option or customization/configuration available for achieving this. You can initiate this concept in Dynamics Ideas.
Like you said there can be a HTML web resource developed & embedded in a dashboard, this is very limited for your requirement.
Edit:
I think you are looking for Channel Integration Framework which will help you to configure third party CTI apps.
In CRM V9, they have introduced a new API call for 'Panel'. This panel loads to the side of the screen, and can display content regardless of where the user moves throughout the entire application. I've played around with it a bit for my own person reasons at work, but it looks to be exactly what you're looking for.
The call is 'Xrm.Panel.loadPanel(URL/WebResource)'
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-panel
However, the feature is currently in development, and should only be used in production at your own risk.

Create a Plugin-Based System Like Wordpress With Laravel / PHP

This question has been bugging me for quite some time now, I want to create a cms, a School Mnagement System to be more specific, and what matters to me the most, is making this system plugin based, in a way that administrators can download and install plugins right through their admin panel, just like wordpress.
Now I've read about wordpress Hooks, Actions and Filters, and in all honesty i can say i'm just a little familiar with their functionality, but to apply same functionality to a Laravel App... , It's a bit hard to figure out, at least for me.
I've also searched about this question and found out that almost everyone is suggesting packages, But while packages can work great for other developers wanting to get use of the package's functionality, they can't be easily installed by a user not familiar with any programming language, And that's exactly what i want in my application.
Now what i have in my mind so far, as in Wordpress Actions and Filters, almost everything one would want to use in Wordpress theme files ( to make that piece of code flexible for adding plugin functionality ) should be called as functions, and calling that function by Wordpress do_action() is kind of a must-take path, which of course makes sense.
This way plugin developers can just call add_action() / add_filter() in their files and put their plugins into the flow of the application.
So...
Basically what I'm asking here is:
How to apply such functionality to a laravel app?
Is there an easier way than calling everything by a function like do_action()?
Should i write some kind of a file management module for downloading and updating plugins?
Again I must say that I am not very familiar with wordpress ways to achieve this kind of functionality, So I may be wrong about some of the description I mentioned above, But please, I appreciate any clarification around this subject if you can.
Thanks in advance for any insight.
*P.S. I've tried to be as clear as I possibly can about the problem, And I'm not looking for any specific method for the system I`m developing.
What i want is to know Common / Best methods ( If there is a best method ) for achieving such functionality, preferably in Laravel, but a general algorithm would still be very appreciated.
I know lots of people have the same question and are tackling with the same issue, so if you even only provide a link to a useful article it would be great.*
I have been working as a Wordpress Developer for a very long time and I also have sufficient experience in Laravel... and to be honest, making this kind of functionality is not that difficult at all.
How?
First of all, you must understand that the web app that you will be making will have all the functionalities, but they can only be enabled/disabled from the front-end (Admin Panel/Dashboard). In other words, your School Management System app is actually having all the features/functionalities pre-installed, but you are just allowing the users to enable/disable it. This is much simpler.
So, if for eg. you want to provide someone attendance management functionality, you will have to give the admin of the site, the access to enable/disable it.
Why?
Wordpress has a built-in UI for adding/updating plugins. But in Laravel, everything is code based and therefore this I believe is the simplest way to go (especially for making things in your app pluggable).
Steps
Make a site with UI etc...
Create a config and migration file which will have the names of all the plugins you are going to allow the user to enable/disable.
Make a sync command that will sync all the plugins in your app.
Use it render a page from the front-end and manage their status from the back-end (is_active etc etc...)
Now once, these plugins are active, make sure the user (say moderator, editor) has access to manage them, for which you will obviously have to create roles/permissions and use Laravel Policies for such stuff.
Lastly, only the admin will have the enabling/disabling writes and no one else.
For the other part where you want the people to perform their own functions with filters/actions. I'd say this is completely contradictory to the part where you say Installing Laravel Packages isn't easy. Well, if you would really want a developer a way into this, why not straight away ask them to make a package for your app alone? Hmmmm.... Think about it :)
But, even then, if you would like to create such a functionality, create a simple class which the user can call and user its functions to call their own functions... Something like -> SMSPlugin::do_action(). But then again, making things like updating/deleting the plugin will require you to build your own Plugin Store and ask users to upload to it. Then you'll have to make an API to constantly check for updates for all the installed plugins and blah blah.... It's a really long procedure... And I don't believe that feasible too!
Hope I answered everything. Let me know in the comments if you have any doubts :)
I know it was 2 years ago, but for now you can achieve this with laravel with some packages:
So i think the steps will be:
Create new Laravel App and add some packages for BASIC admin UI and things you will need like:
Authentication (https://laravel.com/docs/5.7/authentication)
Roles and Permissions (https://github.com/spatie/laravel-permission)
Users managment
Modules (https://nwidart.com/laravel-modules/v4/introduction)
At this point you must configure and write a UI for manage every thing from every package mentioned.
So i think this is the way or at least some try to do it in 2019 :D
Happy new year to all!
There's a package for this, it supports version 5, didn't test yet with 6:
https://github.com/oneso/laravel-plugins

Ideas to extend this little project? - A pidgin web ui

I have built a little Web UI for Pidgin(respectively all libpurple based messengers) together with DBus and Sinatra.
It was for fun and learning purposes and now I'm looking for ideas to extend it.
Can you think of any useful applications or extensions for it?
Since I work on this project to learn something new, ideas for other technologies to be used/combined are welcome.
Finally here is the link: pidgin-web-ui
I few things that that might use to many many people would be:
good and simple to configure https support, so that users in "monitored" countries to be able to still chat freely (if the server is somewhere else).
Unified Message Archive . Many IM clients have various archive functions, but are different, limited, hard to search, and many are "client only", so not accessible when one needs them the most. Since Pidgin can connect to so many IM networks, it would be cool to have such a "global message hub archive". This would ensure that everything the user is talking is archived (very useful for businesses too), easy to search, available on a server (so always at hand).
File Archive on the server. The same as the Unified Message Archive, but for the files/images users exchange. Having them on the server (with a hash for easy sync) as a backup and archive would greatly reduce the traffic if they need to be shared more than once.
The would be many more nice features, that would help many users, but the above 3 seem to miss from usual IM software.
My idea after a brainstorming minute:
Dropbot
Create a messaging account anywhere and add this account as a contact to your messenger. This contact is your Dropbot.
Change your interpreter UI so it does not display a conversation but a log. In this way you can just drop things to the contact like interesting links. There could be a Dropbot for a read later queue, your favorite citations or for a list of funny findings.
You could then extend your UI to a little mashup. It could follow the links and grap the title of the page and a content preview just as Facebook does it when posting a link to your wall.
You could further extend your app by adding post-drop behavior to the Dropbot.
Dropbot could post your link (probably with a message) on Twitter or Facebook.
Dropbot could automatically distribute the link to the other contacts of it (like your friends)
Ok, that sounds fine... but you could do that without a message bot inbetween. What's the deal?
For me the advantage would be that my IM is always open and it would be fairly easy to drop a link. You could do the link dropping with Delicious or post stuff to a Google Wave, yeah. But I don't like to go to a web page, log in and organize stuff in the UI. Actually I stumble upon those links when I should do more important stuff instead. So just dropping it to my IM Dropbot contact would be cool.
Why not extend it to cover all the basic features of instant messaging (sending/receiving messages, adding contacts, etc...)? Seeing how many features you can reproduce may be a fun exercise. Create your own little Meebo...
Want to have fun?
Make a Markov-chained-based chatbot integrated into the web app. Make it use scraped web search results for the content, after searching for terms parsed out of the human's responses. That should be fun, and will give you funny, and sometimes eerily smart-looking results. Have fun!
I have seen your code. Why not split dbus_thread into a event_machine daemon for further scalability?
Integrate it with Twitter. Trace conversations (#Replies), including multi-party involvement. Log them. And so on.
Many interesting features and a popular, original API to learn.

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