Navigate to settings page - dynamics-crm

I am new to Dynamics.
I am trying to navigate to Settings page in Dynamics 365 but I am unable to do.
I am logging to the Dynamics 365 home page it's taking me to below page.
After that when I click on the Dynamics 365 - Custom App.
I don't see the below page. How to navigate to the below page?

If I understand it correctly, you have difficulty in finding the navigation tricks. :)
Try this. Click on the Dynamics 365 banner if you are not seeing the Marketing or Sales option next to that Dynamics 365 (I could not see that in your 2nd screenshot).
Then the small caret icon next to Marketing or Sales is the key spot to move forward.

Related

Outlook Add-in - Dynamic Control Button Highlight On Click

I developed an add-in built with yo generator (Node.js) that works as a configurator which enables the outlook compose to enable/disable sending a copy of the new email to a custom url on-send.
There's a control button added that says 'Toggle Send to cCRM' but I would prefer a toggle text dynamically from 'Enable send to cCRM' to 'Disable send to cCRM' and vice-versa when clicking the control button to improve UI experience. Is it possible to accomplish?
Nope. Toggle buttons as well as callbacks are not supported in web add-ins. See Control types for more information.
Feature requests on Tech Community are considered, when the dev team go through the planning process. Use the github label: “Type: product feature request” at https://aka.ms/M365dev-suggestions .
Currently the feature to dynamically change the icon in the ribbon, you requested, is not a part of the product. We track Outlook add-in feature requests on our Tech Community Page. Please submit your request there and choose the appropriate label(s). Feature requests on Tech Community are considered, when we go through our planning process.

How to add custom button in outlook mail page and outlook calendar page using outlook add-ins manifest file?

In outlook mail , mail read page and calendar page , i want to add a custom button using outlook add-ins manifest file
if i install outlook add-ins this button will be show on that places
Any extension point is there for custom button add , I want trigger some function in outlook add-ins after click that custom buttons
it is possible or not , The outlook mail support for add custom button using outlook add-ins
please suggest me
Currently the feature you requested, is not a part of the product. We track Outlook add-in feature requests on our Tech Community Page. Please submit your request there and choose the appropriate label(s). Feature requests on Tech Community are considered, when we go through our planning process.

Office Add-in Ribbon - Checkbox

I'm working on an Outlook 365 Add-in. I have a working Manifest XML that shows an icon with the icon responding to a function click. How would I go about adding a checkbox to the compose new email ribbon to the right of the button similar to the example below? I know how to do this VSTO, but looking how to do this using the Office 365 Add-in Javascript implementation. Thanks for any help!
The developer wants to create a ribbon button with checkboxes on it. Unfortunately - this is not possible through office-js manifests.
You can check the add-in commands (ribbon buttons for office-js) documentation from here: https://github.com/OfficeDev/office-js-docs-pr/blob/master/docs/design/add-in-commands.md
From the documentation:
Control types
Simple buttons - trigger specific actions.
Menus - simple menu
dropdown with buttons that trigger actions.
That capability doesn't exist today in office-js framework.

Dynamics CRM mobile client, how to add shortcut on an entity in left navigation pane

I am using dynamics 365 mobile app for IOS. I need to add the Email and Phone call entities shortcut into the main left navigation pane. Right now, I do not have any idea on how to add this.
Does anybody help me to add these shortcuts?
You have to edit the sitemap to customize navigation.
You can use Sitemap editor to edit the sitemap.
Open the Solution that you would like to use to contain the sitemap.
Under Components. Select Client Extensions > Add Existing > Select “Site Map”
Once it’s added to the solution, click on the Edit
It will then open up the Dynamics 365 Sitemap Editor.
Make changes, click Save and then Publish.
Dynamics 365 for phones and tablets uses the same sitemap data to provide navigation options as the web application except that it is optimized for presentation in the mobile apps.
Technet reference

Ribbon Workbench:Button added on Application ribbon does not appear on all tabs in MS dynamics CRM

Ribbon Workbench:
I have added a button on application ribbon using Ribbon Workbench tool. Button added successfully.
https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench
referred above url to add a button.
Problem is I am facing is that I could see this my custom button in MS Crms "Setting" area only.
However, ideally it should be visible on all tabs like Sales, Marketing. I have tried it on all browsers as well as on clean CRM but no luck.
Can anybody tell what I am missing here or is there any other way to add button in each tab in MS dynamics crm.
You'll need to add the the application ribbon. If you want it to appear on all screens, then you'll need to add to the homepage, subgrid and form ribbon tabs.
See http://ribbonworkbench.uservoice.com/knowledgebase/articles/102800-3-the-anatomy-of-ribbon-customisation

Resources