I am using ribbon workbench and I need my customize button to activate two functions :
JS function
save function - that is already used in vanilla save button.
In ribbon workbench I connected my js function to my button - it works, to connect the Crm save function :
I inserted to Misc > Command core -> this func: Mscrm.SavePrimary
When I click my button the js function works but nothing is saved and I get a massage that my data is not saved, it seems that the crm function: Mscrm.SavePrimary, was fired but wasn't complete.
Is connecting these two functions to one button is possible?
If it's possible what is the right way?
The right way would be to use the Save function that is in SDK:
https://msdn.microsoft.com/pl-pl/library/gg334720.aspx#Anchor_8
Xrm.Page.data.entity.save() is equivalent of "Save" command that you have on command bar. What are you currently doing is not supported customization and is likely to stop working after any upgrade of the system
For people using Dynamics 365 Online version 9.x and later, save function is changed a little bit:
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/formcontext-data/save
formContext.data.save(saveOptions).then(successCallback, errorCallback);
Related
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 have two questions here. I am using Microsoft USD 4.0 with CRM v9 and I am in a scenario where I want to open a third party desktop application within USD tab.
Now, opening the application is USD tab is not so difficult but what I want to do is open that application by push of a button inside a CRM page that is already opened inside USD.
So the scenario is like below,
1) We have a CRM Page opened inside USD.
2) Once user push a button inside that CRM Page a new tab will open.
3) The tab will be opened inside USD after we push the button inside
CRM page.
The other question is,
We are also in the stage of developing the third party application. So what points should we keep in mind to make it compatible with USD?
One of the most commonly used way of opening a tab in USD from a button click in CRM page is to trigger an USD event from JavaScript tagged to the button click.
Create an event in USD, for the hosted control associated with the CRM page.
Trigger the same event from JavaScript something like below,
window.open("http://event/?eventname=YourEventName);
Make sure you check for window.IsUSD before executing this part of code within JavaScript.
Once this event call is added to the JavaScript, you will get that triggered in USD on button click of CRM page.
Once you can track the event in USD, you should be knowing how to take it forward by adding action calls under the event which got triggered.
Hope that helps. Let us know if you have any queries regarding the same.
I want to put custom button on CRM Mail merge window and on click of that button , i want to store that document in sharepoint site document library.
please check below screen
Is it possible to put custom button?
This is not possible in supported way.
like Andrii said this is not a supported method and i would try and stay clear of this solution if you can. I would suggest thinking about implementing your code for sharepoint into ribbon button inside of Microsoft Word.
Using the crm 2011 sdk samples I've written a C# routine in Visual Studio to deactivate all active records in a custom entity. Now I'd like to wire this routine to a custom button on ribbon (figured that one out using RibbonDiffXml) However I'm unsure how to go about deploying. Am I creating a dll to register with the plugin registration tool? Any guidance would be appreciated!
As I see it, you have two options:
Rewrite your code to use the Organization Service from JavaScript. You can put the code completely inside the button this way. However, this requires manually constructing the SOAP calls to the API. The SDK has a walkthrough for this.
Include your code in a plugin, create a custom entity that you can register this plugin against, and create an instance of that entity from the JavaScript that will fire when clicking your ribbon button. This is detailed in an answer to a similar question.
Here are even more alternative solutions:
Create a workflow plugin and trigger that workflow (that runs async in the background). Triggered manually, on an event or from a javascript.
Create a javascript but use the REST API or even better, use the CrmRestKit to deal with the REST-part and keep your scripts clean and easy to read and maintain.
Create an ASP.NET page (or silverlight control) that displays a dialog that shows a progress bar while the process is running.
I have seen in this application a popup windows with a form inside.
Can anyone help me build a popup windows like that, or if there is any tutorial where I can see how it's done.
There are some modal form plug-ins like this one on Apex-Plugin.com. I haven't used them myself so cannot vouch for them.
Alternatively, use your browser's "View Source" function on the Apex page you like and you will see all the function definitions and where they are called. It appears to just be using the standard JQuery libraries that come with Apex 4.0
Update 04/10/2011:
I have recently used this modal page plug-in, and can recommend it. There is plenty of instruction, including a half hour YouTube video showing how to use it.