I have a scenario where I need to add multiple Address to Account. I am using Dynamics 365 online instance and my current implementation for Account Entity form looks like below,
My requirement is I need to put multiple address sections here to enter Regional Office details. I have made some changes in the form to input 2 Regional Address. But for some account, there would be multiple regional addresses which we cant predict.
Is there any option in dynamics to add multiple addresses like above, so that we don't need to add more sections rather user can click on (+ Symbol) to add this section to enter address details.
I would recommend you to use Out of the box Address entity (relationship available only to Account/Contact).
Like explained in this blog, Enable the navigation in Account form editor to see the associated view of Address in Account record.
Open your solution and edit the Account form, Select Navigation and then double click addresses - Then "Save & Publish"
Additionally, you can add subgrid of address view in Account form, but known product bug will not allow users to create new address from subgrid (+) button due to limitations like quick create not available for Address entity and lookup of customer missing in Address form. So you have to train users to use associated view to add new address.
Related
I want to create a record of Geo Log entity for every login of the user in CRM. So, I want to take the IP Address, Browser, Operation system, Longitude, Latitude, ect. for every login of the user in the system. I want to do this in the Server side, but I am facing problems for creating a plugin for triggering the event of login of the user.
Like Zach mentioned, all these client side telemetry can be collected in JavaScript & created as a record in CRM entity using web api.
There’s no supported solution to inject the script in all forms when we don’t know where users are landing (after ADFS challenge/SSO user will land in their workspace tab based on their personal preference).
The trick is to force every user to land in a particular dashboard or entity view, adding JavaScript to any of the Ribbon button “Enable rule” to trigger & execute the snippet. You can use form load script on entity form or Application Ribbon (always visible button) too.
Server side - never mind. For your satisfaction you can do a custom Action to create data in entity & data can be passed from JavaScript to that custom Action as parameters.
The Account Entity has an OOB field called Address Type and default values are Bill To, Ship To, Primary and Others. By mistake, we deleted the values Bill To and Ship To from the Default solution. From then onwards we are not able to open the form containing the Address Type field unable to open the Field again to re-add the values and also unable to add any new business rules or modify existing business rule for the Account Entity.
Please note: From the Account form if I remove the Address Type field, then my form is opening without any errors.
I'm building an employee self service portal via Dynamics 365, and when I use the lookup field to display my name in a form other employee names are displayed too:
I've been fiddling with the security roles for a while now and still cant seem to get it to display a single employee name.
I'm also planning to do it a different way by filling up the employee name based on the username on the upper right.
How do you guys suggest I go about this?
First things first. Portals won't use any CRM Security role concepts as it's for CRM users. Portal is built on top of Contact entity. Contact is Portal user & Web role will control his/her access.
You have to Entity Form Metadata to populate the fields per your need. The contact lookup can be filled in by current login Portal user this way. Even you can implement something like manage/restrict the Contacts only from your parent Account in that lookup easily.
In my Codeignitor website, I have a registration form.. Earlier my developer added mailchimp API to collect users details in mailchimp who register and it's working fine (as soon as someone registers their details get saved both in mailchimp and in my site's backend).
After registration users receive an email as well with a link to activate their account on my website.. Now I want to segment my mailchimp list based on who activated their account and who didn't.. (want to move users in separate lists based on who clicked the activation link).. Currently, as soon as someone registers their details get saved in one list whether they activate their account or not..
Please note that the email users are receiving on signup is coming from Codeignitor site itself (not from mailchimp, it's not the confirmation mail from mailchimp).
Please let me know if this is possible and how can it be accomplished.. If you can provide any reference link that would be very helpful..
Thanks.
I've a solution for this,
Step 1: Create a Group/Segment as Radio button(prefered) with two options'Activated Users' and 'Not-activated Users'
Step 2: Add all users who signing up to the site into the 'Not-activated Users' segment.
Step 3: After a user clicks the activation link, you need to write custom code after the activation process to add that user into the 'Activated Users' segment.
Step 4: Remove the user from 'Not-activated Users' segment.
Please give me some feed back…
In order for a user to become an active member of our site, they need to click on the confirmation link sent to their email address. When we click on "Manage Customers" on the backend of Magento, we can see which customer group the customer belongs in, but we cannot tell whether or not they have activated their account without clicking on each individual account. Is there a way we can add a column to show and filter users who have activated / not activated their account?
Please help!
Thanks
If the value that tells if an account is activated or not is stored in an attribute, this extension should do the trick : Enhanced Admin Grids