Wondering if there is a way to modify the Appointment window in outlook 2016 to add new fields?
A resource field that would be a drop down menu containing
different alphanumeric text field selections.
A Numeric data type entry field.
A Text data type entry field.
Thanks in advance.
Yes, you can create a custom form based on the IPM.Appointment class or create a form region associated with that class. See: https://msdn.microsoft.com/en-us/vba/outlook-vba/articles/customizing-form-pages-and-form-regions.
You can also host your UI in a custom Windows Form on a custom Task Pane adjoining the Appointment window by using a .NET add-in.
Related
I want to create a custom composite field in Dynamics CRM that takes two single line text fields and displays them in a flyout menu just like contact full name which takes first and last name through flyout and displays them in the full name field.
The only way of doing that is create html/js/css webresource and embed it to entity form.
IS this possible to have check boxes in crm 2015 page (not through web resource) , I tried to implement couples of solution with js but did not work out. Any comments would be useful.
You can add checkboxes by creating fields of type two options. Then, add them to an entity form and in the field properties window, change the format to "checkbox".
Check this out: https://www.microsoft.com/en-US/dynamics/crm-customer-center/create-or-edit-entity-fields.aspx
Possible data types for a field
Two options
After creating this field, configure it in the form to which it was added. In the form, select whether the field is displayed as option buttons (also known as radio buttons), a check box, or a list.
Cheers.
In the Dynamics CRM entity form editor:
Click New Field button on the extreme down-right corner
Provide Name to the field
Set data type as Two options
Save the record
Drag this newly added field into the form from the right side field list
Click Change Properties in the menu bar
In the pop-up click the Formatting tab
Select Two radio buttons / Check box / List in the Control formatting section
Click OK
In the CRM solution that I am working on, I have a custom entity called Car. When I click to see the form belonging to the entity, I see a bunch of fields on the right that I can drag & drop onto the main form.
My question is, how do I identify which of these form fields are default ones provided by Dynamics CRM and which are custom ones made by someone working on the solution before me?
In case field is custom it will contain some prefix - like new_car e.t.c.
You can use the filter drop-down to show only custom fields. If you want to see all custom fields (not just the ones not yet added to the form), deselect the checkbox for unused fields.
The Outlook data model for Appointments includes an attribute called COMPANY. I cannot find where to enter this information anywhere. If I create a new appointment, I can enter start time, stop time, location, etc. It appears I cannot enter the data for COMPANY. Is this accurate? Why have an attribute which cannot be used? How do I use it? Surely I don't have to build a custom Outlook form, do?
Thanks,
GS
I assume you are referring to the AppointmentItem.Companies Property:
Returns or sets a String representing the names of the companies
associated with the Microsoft Outlook item. This is a free-form text
field. Read/write.
This field is not available in the default Appointment form. You would need to customize the existing form or design your own that includes this field.
You asked:
Why have an attribute which cannot be used?
You can use it -- see above.
Is it possible to customize the window used in Outlook to type in meetings (calendar tab) to add new fields to it ?
That data would be stored in Exchange, then queried by another app that would do something with it.
My problem is to see how I could affect the meeting edit dialog as it is now, to add my new fields.
Any ideas ?
If all you want to do is add some fields to the BOTTOM of the Appointment item inspector, then you can do that very easily with VSTO. It's called a custom outlook form region.
See here: http://msdn.microsoft.com/en-us/library/bb157865.aspx
However, if you want to change elements in the base inspector form itself then that's much more difficult, and involves significantly more work. I don't have a complete answer for that.
You could do this pretty easily with custom forms.
Just derive from the "ipm.appointment" appointment form and add you fields and logic to validate and save those fields as user properties on the meeting item
You can then attach to exchange using RDO or OOM to call back the properties off the meeting items.
you can then publish the form to you whole organisation if you want and over righ the default with soem reg key changes.
or
you can do as above and create yourself an addin using vsto.