I would like to create a Visual Studio project to my Dynamics site.
I'm using .NET and Javascript. My target is create a component (html + javascript/angular/...) and add this component into my dynamics page layout (or somewhere in dynamic site to see my UI).
My project has Back-end as well which using web API and get Dynamics CRM metadata by Client Object Model and send result to the component.
I finished my backend API and client HTML component. But I don't know how to install my app and show my component into my Dynamic site.
Could anyone share me some tutorials or demos related this?
To get you started... the general way to add things into CRM is via unmanaged or managed Solutions: https://msdn.microsoft.com/en-us/library/gg334576.aspx.
The solution that contains everything is called the Default Solution. You can get to it by going to Settings > Customizations > Customize the System.
You can put your JavaScript code into one or more web resources. Then add them to a form and register them on the OnLoad, OnSave, or individual field OnChange events.
C# code goes in as a Plugin Assembly or a Custom Workflow Assembly. To register those, use the Plugin Registration Tool, which is available in the SDK.
Once your plugins are registered, you can add them to a solution and port them to other systems.
Related
I am using react spfx botframework for building the chatbot applictaion. I am integrating the backend service from azure portal but i am not able to edit the css of the section under react-film class as i am not able to locate it. the class which i wanted to edit is react-film--css-cnmnh-24dn9z webchat__suggested-actions__carousel and react-film so that i can change the layout from filmstrip to grid in the botframework webpart. Please provide me a way how to access the particular class or a way to change it from filmstrip to grid layout.
I have tried to find the html in frontend and backend part but i am not able to find those components as it is synamically creating botframework .
I am looking for a good system where I am able to
customize my table with custom fields without / less php development
get the data by rest api out of the box
membership area (is there a solution for directus.io, voyager, ... ) out-of-the box? (user can register and see some pages only for members) As I understand both systems are headless cms but are there a membership system already for download? Is there a better system to this?
are the system recommended for building an individual CRM System (as foundation for a php developer)? any other suggestions?
Regards
ms
If the plan is to have the platform work as you CRM platform, then Directus would be a great fit. You can install a blank instance, and then just add the collections/fields you want (their online demo actually has an example of some CRM features):
https://demo.directus.io/admin/#/login
The only thing that Directus doesn't have, that you mentioned, is a "Public Register" feature. But this could be a single custom page page that you build that adds users through the API. Also, Public User Registration is on their roadmap.
I want to be able to import related web resource, like utility web resource, from my current web resource in Dynamics CRM. This will allow me to split my code across multiple files rather than including everything into a single web resource file.
Something like:
import * as dateUtil from '../util/dateUtil.js'
I have already tried stacking them in Dynamics itself. But what I really want is for Dynamics itself to pull the related web resource after I specify it as imports.
I think you can solve this by adding the utility web resource as dependency in current web resource.
With Dynamics 365 for Customer Engagement apps version 9.0 the behavior for JavaScript web resources is enhanced so that any other web resource listed as a dependency to the JavaScript web resource will be loaded along with the JavaScript web resource.
Reference
You can either can use webpack to resolve those imports for you at transpile time and form one single javascript file OR you use tools like head.js or require.js. Those are actually used by some Microsoft apps like proejct services.
I have created an Umbraco site using the latest version (6.1.6) as an MVC site. Now I have an existing website which retrieves a list of users. I would like to integrate these pages into Umbraco under a custom section. In previous versions of Umbraco (4.7), I used to create user controls in .NET to perform my non-Umbraco db tasks and then link them up in Umbraco by dropping the DLL and the user control in.
How do I do this with the MVC site? I did a bit of reading up on SurfaceController and RenderMVCController but am confused as I really don't want to use any Umbraco related controllers. I would just like to integrate the existing views/controllers into the Umbraco site like I used to do with .NET user controls
Any ideas how this can be achieved?
You can still use webforms controls like you did before. Umbraco lets you mix Web Forms and MVC, however it's based on the page. As far as I'm aware, you can't mix MVC and Web Forms functionality into a single page, but you can have both Web Forms and MVC pages in your application.
If you are able to get by with it, you can create a new page using a Master Page template (non-MVC) and use your usercontrol macros there.
I'm trying to set the default lookup entity in the form triggered by a multi-entity "Set Regarding" lookup field.
The javascript tweak set from the entity form is not enough for me, as most of the users work with the outlook integration of CRM. There is a "Set Regarding" option on any outlook email right click, which opens the CRM Lookup form.
(See Outlook integration)
I've done most of my customizations with javascript tweaks so far, but I can't find any "Lookup" form that I could directly work with. Is there any other way to customize these forms ?
Unfortunately, that's part of the Outlook Integration and isn't able to be customized via the Personal Options (or any other known way). Additionally, there isn't any JavaScript to get at to customize from your inbox.
I hate to say it, but the only way I know of would be to write your own Outlook add-on to do this.
This is unsupported my Microsoft but..
Take a look at C:\Program Files\Microsoft Dynamics CRM\CRMWeb_controls\lookup\lookupinfo.aspx
In the Windows_OnLoad event put the following JS lines in.
document.getElementById("selObjects").value = "2"; // set default to 'Contact'
document.getElementById("selObjects").onchange();
You can find the value that you need in the dbo.EntityView.