We are using mostly custom entities in our on-premise installation of Dynamics CRM 2016.
When using the global/quick search function, the search results show the generic entity icon even though custom icons have been configured and are also shown in the sitemap. The background of the custom icons has been taken from the solution but not the icon itself.
Can this be changed or is this functionality not available?
This seems to be working for me. Here's a screenshot from our development environment. I've blocked out the Entity names, but you can see that the icons are different for each entity
CRM 365 Online
I think you may be affected by a cache issue as pointed out by others. All these entities (and their icons) have been in place for weeks.
Sorry it doesn't help you, but at least shows what the default behavior should be.
Related
I’ve created an add-in that consist of a ribbon and three tabs.
Background to build:
The ribbon is built using designer and not xml. The primary use of these is to allow quick opening of various email templates.
Tab0 adds a couple buttons to the built in TabMail
Tab1 is a new custom tab with various buttons that do various things.
Tab2 is a reduced version of Tab1 for use by users of our subsidiary company but pointing to alternatively branded templates.
In the coding, Tab1 and Tab2’s visibility is set based on user AD group membership on ribbon load event. This has been tested and works.
Tab0 always is merged with the built in Home tab shows as expected.
Developers and template admins like me should see all tabs. This also works using same methods.
Current issue:
Recently and I think after a certain office 365 update (but not 100% which), Tab1 no longer shows for anyone that should see it on load. However the tab has loaded somewhere. The reason I know this is because to fix this bug all I have to do is minimise the ribbon the re-maximise. Both additional tabs are instantly visible.
Please note, I do not have to disable and the re-enable the actual add-in.
I can also confirm that the Ribbon Type is set correctly (Microsoft.Outlook.Explorer) so please, no reply along those lines either.
I have trawled the web and cannot seem to find an explanation or fix for this behaviour. I'm hoping someone has seen this before and might point me in the right direction.
To replicate, I've seen it happen by just creating a new simple ribbon project and creating a new custom tab. Then create a second tab by copying the first, giving it a diff ID.
e.g.
Ribbon on App Launch/Load - Tab01 Missing
Ribbon on minimise - Tab01 Appears
Ribbon on maximised- Tab01 still visible
Still have no idea why this happens but i have found a work around for those that have experiences the same issue.
The issue seems to affect the first custom tab only. So if you add a new blank custom tab and set its visibility to false, this inherits this bug allowing the other to function properly.
Its a bit of a dirty fix but work well.
Would still be interested in an actual fix if anyone knows one though.
This happens because you had added control to your ribbon perhaps a property to the Control which you should not.
An example is when you add a Ribbon Gallery control to your Ribbon and change its "PositionType" property from Default to another value.
This results in the Ribbon not showing.
Or perhaps you should check the last code you added to your project
I'm working with Quick Create Forms in Microsoft Dynamics CRM. Everything is working as expected. We have a sub-grid of one entity visible in it's related entity. When the User clicks on the + sign of that sub-grid, the Quick Create From appears exactly as it should.
The issue at hand though, is the physical form label of the Quick Create Form. For some reason the system keeps insisting on adding the words Quick Create: on the top of the form before the name of the entity (see image below).
Does anyone know how to prevent this from happening? This is a on-premise Dynamics CRM 365 environment.
Unfortunately this is not customizable.
Maybe you can do some unsupported customizations like overwriting DOM objects, etc. But it’s not recommended.
It appears to have something to do with a CRM Patch that we had installed to fix a Chrome CSS issue. That seems to have added something outside of our control. I'm not a fan of hacks/unsupported fixes, so I think we may have to talk to Microsoft about this one directly.
Microsoft Office 2013 and higher includes an "online pictures" option in the "insert" ribbon. By default it includes options for Bing image search and sharepoint. There is a link that implies there is some way to add additional services via a Microsoft account, but this did not work when I tried it.
I'm trying to figure out if there's a way I can leverage this existing tool to allow our users to search and place images from our PHP/MySQL-based ResourceSpace digital asset management system. I would assume there would be some sort of API and process for including an additional web service in the Office UI, but I haven't had much luck finding it. Wondering if anyone can point me in the right direction on finding some technical details about this feature. Or is it just another Microsoft walled garden?
At the moment it is still a bit of a walled garden (the integration is non-trivial). This however is an excellent scenario for an Office Web Add-in. There are commercial examples of exactly this scenario in the Office Store today (Shutterstock Images, PicHit).
From an API perspective, you'd want to leverage the Document.setSelectedDataAsync method. There are some subtle differences between the types of content that can be inserted (referred to as the CoercionType) but I suspect it fits what you're looking for. In PowerPoint, Excel and Word you can insert any Base64 image (Office.CoercionType.Image). With Word you can insert raw HTML so a standard <img> tag can be used with a URL to the source image ((Office.CoercionType.Html).
I’m facing some issues with the Netronic XGantt ActiveX. My problem is that my ActiveX in the Form doesn’t seem to find the table I specified in the config panel.
I can't post a screenshot here since I'm new (I don't have 10 points) so this is a link to it.Configuration panel screenshot
I tried with a CSV file storing the nodes information, it works well.
Is the name SAG_GANTT_SOURCE_MODEL used properly? Knowing that I already created a table with this name and those fields in the screen capture.
Is there any further configuration elements I need to consider?
I can do as I wish following the classes some Dynamics AX projects (Gantt) uses but it seems to me that it’s too much work for implementing a simple component, isn’t it?
Since I can’t find any documentation/article/tutorial to use the XGantt ActiveX properly (except this one which I already saw http://community.dynamics.com/product/ax/axtechnical/b/axfortechies/archive/2010/05/28/activex-gantt-chart-control-in-dynamics-ax.aspx)
I’m wondering if you have any document, a link or a contact to help me with my issue.
Thanks for your attention.
Have you tried Netronic. I think they can generate a license file which you can import and this would enable the disgner of the control. Also they probably still have some pdf documents on thier website.
I'm trying to get to grips with customising a Ribbon Bar for a converted A2003 app. I'm trying to work out how to use my own custom images on button controls in the ribbon. Can anyone point me to an example for Access 2007 that can do this pls?
Please check this MSDN article (Adding Custom Dynamic Menus to the Office Fluent User Interface) and see if it helps you. Furthermore I would point you to the specifying image resource MSDN article, because you need different sized images for different sized buttons - read the bottom of my post to make it easier on you.
I believe there was also custom images within the official MS example on ribbon extensibility with Access 2007 - I hope this example is sufficient, it helped me a great lot.
My personal favorite is just using a graphical UI editor, such as the "Custom UI Editor Tool". With it you just click a button to insert an image and it works (as explained in this tutorial). Even better as the Custom UI Editor is the IDBE Ribbon Creatror - my personal tool of choice. A shareware version is available from the website.
I have a working example class object you can use that makes this a good deal less code.
http://www.members.shaw.ca/albertKallal/Ribbon/ribbon.htm
The above lets you use a very much like previous style code approach. So, to set a picture for a ribbon, you can go:
meRib("Button1").Picture = "HappyFace.png"
The same download has a working form in which some images in the ribbon change from choices made on the form.