We have uploaded some Document Templates for Dynamics 365 but we are unable to right click on the fields in the word document and select "toggle field codes".
We do this in mail merge to format dates correctly and remove blank address lines etc.
It is missing in Dynamics 365 Document Templates. Does anyone know how we can format the date coming out of CRM in a template like this?
This is an example of a field dragged in to a template where we could normally right-click and select 'toggle field codes';
Thanks,
Related
I'm using Ms Dynamics 365 online Version 9.1.00004626 for customer engagement.
On entity "account" form command bar in UCI, i have a button named Open Org chart this button doesn't appear in web classic interface. I need to hide it.
I tried with RibbonWorkBench, but i didn't see the button, i tried also xml customization file the button referenced by "ViewOrgChart", didn't appear.
How to hide this button?
Thanks for your help
Best Regards
We want to edit the text fields like "Alto", "Bajo" in the same web without enter to the "Edit" section.
You are looking for Editable grid, this is available in CRM UI but unavailable in Dynamics 365 Portals today. You can watch this feature/idea for availability date.
Meantime, you can build your own form with editable layout using HTML/Liquid template.
AFAIK - No other easy readymade solution/configuration available (OOB), but there may be third party solutions out there.
I'd like to be able to select a contact, and, either via right-click or a ribbon button, "Edit Advanced", which would take me to a form similar to the existing Edit Contact form but with some custom fields.
I'm thinking C# VSTO but I'm open to any solution that works.
Thanks in advance
What you need to do is change the MessageClass property of existing contacts (IPM.Contact) to the value of your custom form (e.g. IPM.Contact.Foo). So you will need to write a macro or add-in that will change this for all or selected items in any given folder.
There's a sample and tool available here: https://support.microsoft.com/en-us/help/201087/how-to-update-existing-items-in-an-outlook-folder-to-use-a-new-custom
I would like to change the default text in the search bar ("Search for records"):
Is this somehow possible? I've tried looking through the web interface, the JS files and the SQL database, but couldn't find where CRM stores this data.
I need a list of idMso values to further customize the CRM ribbon on the standard mail and appointment Outlook windows.
Specifically I am interested in these controls:
"CRM" group
"Untrack" button
"Set Regarding" button
Here is the screenshot of the ribbon group I am talking about:
Thank you.
Go to Outlook >> Choose file >> Select customizeRibbon option. On the right pane just select Mail Tabs/ALL Tabs/Tool Tabs from dropdown and do hover over the control names. On hover the name you find is idMso value for that control button.
You can find the standard ribbon XML definitions inside the CRM 2011 SDK, the folder is resources\exportedribbonxml.
By the way I suggest to use an editor for ribbon modifications, one is
Ribbon Workbench for Dynamics CRM 2011