I am going to set personal option setting. I have one user filter view called "My Outlook contact". I have modified the view query. I can see the changes in view but when I am sharing the same view with other user, query has been changed for user.
Is there any way to share same view with other users?
Please find the screenshot for more info.
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Thanks
Amar
If you want to edit synchronisation settings for all users you must go to:
Go to Settings > Administration.
Choose the System Settings > Synchronization tab.
see also:
System Settings dialog box - Synchronization tab
Related
We're working on an app for Microsoft Teams where we need to make some tabs visible or not at runtime, depending on tenant and user permissions. So for example:
Some tabs should be visible to some tenants and not to others (depending on a service call to our API's).
Some tabs must be visible to Teams admins but not to normal users.
These are all personal tabs BTW. I can't find anything in the docs that would help in this regard. Seems the tabs are fixed by the manifest and will show the same for all users.
Can this be done? how? I might settle for any feasible workarounds.
As such there no direct way to do that .
However you can have ConfigureTabs and when you add that tab to a channel configure page, it will show up. You can then get the context and check what you want to do with that specific team (Maybe need to use Graph API to get more info with team Id).
This logic will run on the configuration page when the user selects to save. You can have a tab according to the logic.
microsoftTeams.settings.registerOnSaveHandler((saveEvent) => {
microsoftTeams.settings.setSettings({
websiteUrl: "https://your-website.com",
contentUrl: "https://your-website.com/red",
entityId: "redIconTab",
suggestedDisplayName: "MyNewTab"
})
saveEvent.notifySuccess()
})
This can't be done with multiple config tabs or with static tabs.
About showing tabs to some users, that is also not possible directly with the manifest.
However, you can use getContext and get the userObjectId, based on which we can show a page maybe saying "You don't have permission".
I want to set a specific user to inactive in genexus access manager. Is there a way to do that?
I saw this link where you can undelete the user but how can you include the deleted user in the grid where you can click a button to undelete him/her?
Maybe a good approach for this is not to delete the user but to block it, like this:
&GAMUser.Load(&UserGAMId)
&GAMUser.IsBlocked = true
Later, if you want to enable the user again, you just change "IsBlocked" to "false". Also if you want to show them on a grid, you could check by this property and unblock them by clicking some button.
Hope you find this info useful.
We want to check what areas are used by user when they login to CRM. I have tried the recentlyvieweditems.
Is there any other way we can achieve this.
I do not think there is any solution or way to find out what area are clicked unless you login as that user and check what that user clicked.
The closest you can reach to get some insight for users and which entites they are accessing.
Organization insight solution
You have to capture those user telemetry data like - pages navigated, opened entity records, clicked ribbon buttons, etc using Application Insights or your own Database through your own API for all the breadcrumbs.
There is no other native solution other than Org Insights, that too available from 2016 onwards IIRC. Later they took different diversions during CRM online version upgrades.
You may try the EnableRule of application level command bar button to run your custom JS code to log user navigation. I haven't used it ever, but this is what I would try in your given scenario and I don't see any reason if it wouldn't work.
Create new custom entity/table with User ID/Name and URL attributes/columns
Create a application level command bar button
How do I add a global button (for all entities) on the CRM 2013 Command Bar
In button's enable rule, Add user id/name and document.location.href values as a new record to the custom table.
Create entity record through Javascript , CRM 2013 , SDK.Rest.CreateRecord
Don't forget to return false from the code in 'enable rule' so that the button should not actually be shown anywhere in the application.
I want to hide the content management tab from the left side menu shown on the picture for a specific user how to achieve that?
I've tried to change the permission for that user to R (Read) only and content management was hidden.
but the problem is when I do that, this user can't add any attachments to a document, which is an undesired behavior
Add &coreContentOnly=1 to the url
For some strange reason I cannot access any control on the header or the business process flow section. I try to access them in the debugging tool after the page has loaded but I get null all the time. This is what I have/have done so far:
CRM 2016 on-premise
I have administrator rights
I use Xrm.Page.getControl("header_CONTROL NAME") for header controls
I use Xrm.Page.getControl("header_process_CONTROL NAME") for BPF controls
I have checked the control names and they are correct
Any help is appreciated.
It is possible you are in a wrong context in your debugging tool because forms usually rendered in an iframe.
If by that tool you mean the Chrome DevTools try to select some of those controls in elements view of your DOM and execute Xrm.Page.getControl after that.
I saw this happen when I tried accessing the controls in a "New Record" (create) form. In Update forms the same code worked as expected.