I am using Dynamics 365 V9.
The view has a field that contains the url of an image. I would like to show in every line of the view, instead of the url, the image itself. Is it possible? Do I need to build a web resource for this?
Dynamics allows us to show images in views. Please see the article: https://learn.microsoft.com/en-us/dynamics365/customer-engagement/customize/display-custom-icons-instead
Basically, you have to add a web resource(JS) which should contain a logic to show the particular image. The image must be uploaded in CRM.
Hope it helps.
Related
Is it possible to add multiple views of same entity in the Site Map(left navigation) in Dynamics 365. I need to add the default view as well as filtered view of Project entity on Left navigation. I have seen an option to add it as url instead of entity. Is there any other way to add multiple view of same entity?
Yes you can add the direct url addressable view link in sitemap. One for default view (maybe entity itself) and another for filtered view. This is the closest solution we tried in one of the implementation. Read more
Url="/main.aspx?appid=e2bc1066-488f-eb11-b1ac-000d3a56ead9&pagetype=entitylist&etn=account&viewid=%7b<GUID value of view id>%7d"
Alternate approach from the community using web resource can be found here.
I have a Dynamics 365 portal page that displays a form on the Incident entity. In that form I have a subgrid from a different entity. Problem: when I open the form in portals I see the whole form, except for the subgrid. Its just blank (see image).
I have tried following these two guides https://learn.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-web-form-subgrid & https://learn.microsoft.com/en-us/dynamics365/customer-engagement/portals/assign-entity-permissions. thinking it was a security issue. But it does not appear to make any difference.
If anyone has any idea what I am overlooking/missing I would very much appreciate it.
Thank you.
Edit 1: Possibly the subgrid is not being displayed due to no data. I will investigate this.
If the form was in insert mode, sub-grids will not appear. The record needs to be in edit mode for sub-grids to show up on portal.
I'm completely new to the Dynamics CRM environment.
Within our current implementation, there is a grid which displays a list of current sales opportunities. Within this grid, there is a column for the user which is a link to another part of Dynamics. We want to instead be able to open a new window to another system. How can I customize how that link gets rendered out so that the client "onclick" function can link to a javascript function which will open a new window with the URL we need?
Please see attached:
Snapshot of Dynamics grid
Im afraid that this is not possible with supported customization.
My understanding is that you will keep URL to external system on entity and you would like to be able to open with single click from grid displaying this record?
However, Im not sure if you add this fields as single line of text with format option URL won`t work as expected. If this does not work, you would need a custom grid to display this data.
You can store url in text field with format URL, click on such field will open link in new window/tab.
In CRM 2015 (on premise), I know you can insert images in emails/email templates by creating an HTML page with images that are hosted on the web and copy/pasting the HTML in the email/email template. The problem I have with that is customers who use Outlook that receive the email see big X's at first and Outlook prompts them to download images.
Is there a way to embed the images directly in the email? Or a third party tool that would allow that?
I tried converting the images to base64 and entering the code directly into the Body field in the TemplateBase table of the CRM database, but the application just converts it to the tag <img> with nothing else in the sent emails.
I've to insert an image in email template. I've copy paste the image, didn't work for me. Now I've the same image at a url in my web resource can we use that url to use the image from a url?
Thank You
Yes, the only way by which you can use Images inside of an Email is to host those images on a public URL and link it in the email body.
On a side note, you can also try referencing the image in an email attachment (though am sure it will work or not).