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.
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“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
Related
Is there any way to remove the 'Related' tab from the Case for interactive Experience form? There are no related entities to the form still the related tab is coming up in the form.
Already tried from the customization form.
You can hide the related tab in UCI by following below steps:
Go to the form editor for the entity that you want to hide the related tab
Open form properties
Click on Display tab
Uncheck the checkbox "Show Navigation Items"
Now refresh you entity form page to see if the related tab is hidden
Hope this helps.
Unfortunately this is not configurable/customizable as of today, OOB "Related" tab is showing always (without any navaigation entities under that). This is by design today.
Even scripting is not providing a great user experience. This is bothering all our clients, so created an PowerApps idea.
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 want to Enable 'unhide' the 'New' button (System button) on Lead entity which was hidden due to some scenario.
I have tried some approaches to achieve this :
a) I have tried using 'Ribbon Workbench' to unhide but couldn't able to find the button itself.
b) Also Tried editing the Customizations.xml (for the solution with Lead entity and Application ribbon components) to remove the command and reimported.
c) Used 'VisualRibbonEditor' but same case as Ribbon Workbench.
d) Also i am able to repro the issue "Hide/Unhide 'New' button on Lead" on trial instance as well.
CRM Version Using:
Dynamics CRM 365 Version 1710 (9.1.0.1677) Online
Can you please help me fix this issue. Thanks for your time.
I tried working on your particular issue.
Screenshot 1 shows Leads with New Button Hidden. There is no New Button
Screenshot 2 Shows Ribbon Workbench where Hide rule for New button is removed (unhide)
Screenshot 3 shows CRM Lead Entity with New button after Hide rule is removed.
I want to remove the ribbon that automatically creates when a new SubArea is created with XrmToolBox's SiteMap Editor.
See screendump
here.
Do anyone know how to do this?
I solved the problem by using the Application Ribbon. There is some icons that you can hide/unhide at the top of the screen. I think those buttons you automatically get when you create a new SubArea is only shown in the application ribbon, and not in the entities.
Atleast they dissapeared in my solution, by just hiding those buttons in the "home" workspace inside the application ribbon.
There is also some code you can try, but i dont know where :)
Code:
Mscrm.BasicHomeTab.New.NewActivity.Hide
I think its the same code for all buttons, just different names of course.The code above is for the NewActivity button.
I believe that's out-of-box behavior and you can't do anything with it. One thing you can try - open a feature request at Connect portal.
Is it possible to add an icon to a view in CRM – similar to how they now have a delete icon when you hover over a record but we would want the icon to be available all the times based on the status or other factors.
The supported method is to add a ribbon button. I find this tool to be helpful: http://www.develop1.net/public/Download%20Ribbon%20Workbench%202013.aspx