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
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 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.
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...
I am not able to hide 'See All Records' button from UCI, the button is not available in Ribbon Workbench. Please refer below screenshot for better understanding - Is there any other alternative?
Currently I am working on MS Dynamics CRM online version 9.1. I have searched on internet but couldn't find something related to 'See all records' button on sub-grid. I have checked the forms for any setting while adding sub-grid, but no luck.
If you have associated entity in the navigation then this icon will show up. Remove from form editor to remove this.
Read more
“Open Associated view” may be the right keyword to search.
Update:
I verified this in my environments (9.1.0.2251) - these options are not there.
But in our preview org (9.1.0.3010) - I can see it. No way to hide it.
Without associated entity in navigation:
With associated entity in navigataion:
Here My solution after I expensed a lot of time ..
Use Ribbon workbench , then select Home and look for NavigatetoHomepageGrid , button doesn't have an icon.
Hope It helps.
NavigateToHomepageGrid
I want to put custom button on CRM Mail merge window and on click of that button , i want to store that document in sharepoint site document library.
please check below screen
Is it possible to put custom button?
This is not possible in supported way.
like Andrii said this is not a supported method and i would try and stay clear of this solution if you can. I would suggest thinking about implementing your code for sharepoint into ribbon button inside of Microsoft Word.