How do you reorder the entities in the ribbon? I see a lot of stuff on how to organize the ribbon inside an entity but not one level above that.
I guess you need to import this almost lost tool in order to do it. Why did they not just include this functionality OTB.
https://community.dynamics.com/crm/b/develop1/archive/2013/08/06/dude-where-39-s-my-site-map-editor
Related
I am building a Visual Studio extension (VSIX) with menu commands depending on the options for the extension. Its dynamic, what commands (how many) depends on the options.
I have a solution for it that uses the command-table, like: Dynamically add menu items
I would like to skip the command-table and build the menus totally programmatically, like: HOWTO: Package with commands created by code
The reason is to make it more dynamic. So if the user adds/changes/deletes in the options of the extension it would be handled dynamically (programmatically). On saving options the menu-command tree would be rebuildt. If I use a command-table I will have to add/delete nodes there to be able to solve it.
The thing I can not figure out is howto add the objects for "groups" and "menus" programmatically.
So I am out for the class/interface that has "AddGroup" or "AddMenu" as methods.
Is this at all possible or do I have to use the command-table? If it is possible I would appreciate links to code-examples for it.
Regards Hans
MVP Carlos Quintero has published sample code using IVsProfferCommmands3.AddNamedCommand that illustrates how to programmatically add menu items via the automation services (formerly utilized by the now discontinued add-in extensibility model).
https://github.com/visualstudioextensibility/VSX-Samples/tree/master/PackageCommandsCreatedByCode
While add-ins are no longer supported, the automation interfaces are still present. So you can use these, bearing in mind these menu items (aka commands) are temporary.
Also, the sample code here is a little outdated, using Package instead of AsyncPackage, and ProvideAutoLoad attributes. So you'll also want to read up on the following:
https://github.com/microsoft/VSSDK-Extensibility-Samples/tree/master/AsyncPackageMigration
https://devblogs.microsoft.com/visualstudio/updates-to-synchronous-autoload-of-extensions-in-visual-studio-2019/
Sincerely,
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.
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.
I am working with Dynamics CRM 2015 Online, and I'm looking for a way to modify the command ribbon that displays when viewing a list of Marketing List members from a Marketing List record.
For example: if I open an existing Marketing List record, and then use the sitemap tiles to go to Marketing List Members, I'm looking at a sub-grid view of marketing list members. I want to add a button to that command ribbon.
Looking at the entities it appears that what I am looking for is the ListMember entity, but that entity isn't in the list of entities and so I can't seem to customize it at all.
Has anyone successfully edited this before or am I stuck here? Thanks!
It is not possible to modify because there is no way to retrieve the "listmember" entity ribbon from your solution.
Since it does not allow you to get the entity tools like the Ribbon Workbench have no way of allowing you customize it.
listmember entity - ribbon workbench
I have a custom entity in CRM 4.0 called Mark. Areas that display this entity is none. After importing this organization to CRM2011 beta, i tried to make this entity appear in Workplace area, so i navigated to the settings >>Solutions>>Entities then i checked Workplace in areas that display this entity, Then saved and published the form.
The unexpected happened, i didn't find the Mark entity in the workplace area.
I tried to refresh, restarted the IIS, closed the brower, .. nothing changed, any ideas ?
Thanks
[...] Then saved and published the form.
For your changes to be effective, you must publish the whole solution or at least the entity and the Sitemap component under Client extensions.
Make your customizations in the site map portion of the customizations.xml and import and publish all customizations. Then it will show up wherever you choose to put it.