I'm working with Quick Create Forms in Microsoft Dynamics CRM. Everything is working as expected. We have a sub-grid of one entity visible in it's related entity. When the User clicks on the + sign of that sub-grid, the Quick Create From appears exactly as it should.
The issue at hand though, is the physical form label of the Quick Create Form. For some reason the system keeps insisting on adding the words Quick Create: on the top of the form before the name of the entity (see image below).
Does anyone know how to prevent this from happening? This is a on-premise Dynamics CRM 365 environment.
Unfortunately this is not customizable.
Maybe you can do some unsupported customizations like overwriting DOM objects, etc. But it’s not recommended.
It appears to have something to do with a CRM Patch that we had installed to fix a Chrome CSS issue. That seems to have added something outside of our control. I'm not a fan of hacks/unsupported fixes, so I think we may have to talk to Microsoft about this one directly.
Related
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.
We are using mostly custom entities in our on-premise installation of Dynamics CRM 2016.
When using the global/quick search function, the search results show the generic entity icon even though custom icons have been configured and are also shown in the sitemap. The background of the custom icons has been taken from the solution but not the icon itself.
Can this be changed or is this functionality not available?
This seems to be working for me. Here's a screenshot from our development environment. I've blocked out the Entity names, but you can see that the icons are different for each entity
CRM 365 Online
I think you may be affected by a cache issue as pointed out by others. All these entities (and their icons) have been in place for weeks.
Sorry it doesn't help you, but at least shows what the default behavior should be.
We've just set up Dynamics CRM 2013. We're using the Outlook 2010 plug-in. A new entity has been created called "Projects," in which the users give the project a name (which is fairly long: Typically something like "2014 Project Name Client Name") and we assign activities and track emails to that project. The problem is that the project name in the blue bar doesn't truncate; instead it spills over the drop-down arrow (which lets you see related activities, contacts, etc) and is un-clickable. Logging in through the web interface, it truncates properly. Is there a way we can force it to truncate after a certain amount of letters, or use the ProjectID field for that label instead of the name? I'm fairly new to Dynamics so a simple solution would be much, much preferred.
A screenshot with an arrow pointing to the over-running field:
We had the same problem when using IE8. In IE9, the long name is truncated properly so the related button/link/whatever it is works as expected. MS unlikely to fix this issue in IE8 just fyi. If it's a custom entity, the primary key field will be the name and that field is used in the UI when it wants to show a record. So you have two options. Change the browser version or only use short names.
I’m facing some issues with the Netronic XGantt ActiveX. My problem is that my ActiveX in the Form doesn’t seem to find the table I specified in the config panel.
I can't post a screenshot here since I'm new (I don't have 10 points) so this is a link to it.Configuration panel screenshot
I tried with a CSV file storing the nodes information, it works well.
Is the name SAG_GANTT_SOURCE_MODEL used properly? Knowing that I already created a table with this name and those fields in the screen capture.
Is there any further configuration elements I need to consider?
I can do as I wish following the classes some Dynamics AX projects (Gantt) uses but it seems to me that it’s too much work for implementing a simple component, isn’t it?
Since I can’t find any documentation/article/tutorial to use the XGantt ActiveX properly (except this one which I already saw http://community.dynamics.com/product/ax/axtechnical/b/axfortechies/archive/2010/05/28/activex-gantt-chart-control-in-dynamics-ax.aspx)
I’m wondering if you have any document, a link or a contact to help me with my issue.
Thanks for your attention.
Have you tried Netronic. I think they can generate a license file which you can import and this would enable the disgner of the control. Also they probably still have some pdf documents on thier website.
I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here:
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
My question is, can I apply the same type of logic to the Form Assistant pane within the window? I've currently disabled the form assistant to prevent confusion, but I'd very much like to filter those contacts as well. I like the inline AJAX presentation of that data more than the lookup pop-up window, but I can't find any information on how that thing is working.
Anyone out there done this before?
Thanks in advance!
Bob
As far as I can tell from the research I've done - customization of the Form Assistant pane in MS CRM 4.0 in this manner simply is not possible. In those cases where we required this customization we opted to hide the Form Assistant to prevent end-user confusion.
Boo MS.
Boo.