How can one update the site map in Dynamics CRM in a way that it extends the existing site map rather than overriding the existing site map?
I have googled this but could not find anything. Maybe the search terminology is incorrect.
Easiest way to Edit the Site map is Using "Site Map Editor" from XRMToolBox
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Currently I'm working with Microsoft Dyamics CRM 365 and I have created 3 custom views using the SDK for MS Dynamics CRM.
I had to create them this way due to the complexity of the filters and because they cannot be made using Advanced Find. All of them are saved as Public Views and were created succesfully as well as working as expected.
However, when I create a new Dashboard and I try to add them, they do not appear in the list of views, not sure why this is happening but I haven't find a way to fix this issue.
I'm open to try new ideas and workarounds.
You have to set your "Custom View" as Default Public View & Publish the entity. This will make your view to appear under views list in Dashboard design page.
You are not alone. Some discussions already happened. Someone has mentioned this same workaround.
I need to specify the activities entities on dynamics crm (2015). Specifically, what i need is to limit the option set on Case activity. In this form, i want to let the user add just "Service Activity".
I searched ways to change the data for Case entity (which i understand as the best solution), customize the form (i did not find any form that could be related) and even mark the others entities as non-activity entity (however, the dynamics crm doesn't let me, due to the fact that this check box is disabled on entity customization).
Is there an way to solve this issue ? (The specific view is in the image attached 1).
Thanks
This is not possible. You can however customize the ribbon of the associated view. Hide the Add New Activity button and create a custom button, e.g. titled Add New Service Activity.
Is there any way to change the All Appointment View grid become inline editable grid? This is the All Appointment page
Not from the out-of-the-box CRM. However, there are addons for that. Like from PowerObjects or Sonoma partners, to name a few.
Out-of-the-box does not provide this feature! Find some of the possible options here:
https://salimadamoncrm.com/2015/09/01/dynamics-crm-what-options-for-editable-grids/
You can create your won:
- Find free js+html grid
- Use Xrm object and odata API to build your desired functionality.
I'm creating a solution which will be released as a managed solution for Dynamics CRM Online.
However, the customer will need to put information in when installing the managed solution to allow interaction with outside services.
For example, when you install the LinkedIn solution, you need to add your log in information to allow the CRM to access your LinkedIn account.
How do I add these parameters to the a solution, and then allow the customer to update them if they change?
Cheers
Edit:
To add to my query and following the answer below.
To make sure the process is correct in my head.
Option 1.
I will create a custom entity for storing key/value, or username/password combination.
I would then create a customisation page for the solution using html web resource, which when submitted, javascript would create a single record to hold those values.
I then need to link every record that needs the values stored in the custom record - I'm not sure how this would be done without editing a workflow after the storage record has been created, to link each normal record to the storage one.
Option 2.
Create an xml web resource that stores the values. Create the html/javascript resources to update this using the configuration page.
I can then use a javascript function to obtain that data when the custom entity is created, perhaps to populate hidden fields for storage and use behind the scenes.
I can't find any tutorials on getting started with using xml in this way - can you point me in the right direction?
I typically create a "Configuration" entity that has Name/Value attributes. This is also useful when you have Dev/Test/Prod environments that require different configs (e.g. URLs, credentials, etc).
Another approach is to using Plug-in configurations or Web Resources to store that type of information. The Plug-in configuration is pretty straightforward if you can have the customer use the Plug-in Registration tool to modify the value.
For a requirement i was asked to export information into a custom entity that was created in MS CRM 4.0. I am trying to do this programmatically and I have not found a single code that actually accomplishes this. I wrote code to check if a certain value for a field exists in the entity but creating a new entity seems to be a little bit of puzzle for me. Any help on this would be appreciated.
To create a custom entity from code, you need to use the MetadataService web service. The 'CreateEntity' method is used to create custom entities.
The CRM SDK for v4.0 shows you how:
CreateEntity Message (MetadataService)
This is my experience when I had a similar requirement in MS CRM 3.0. I started using the CRM sdk to import data but found it was not easy.
Then I ended up using Scribe adapter for CRM. It is not free but will easily solve your problem for importing to custom entities. Will post some links on that. need to go through some old bookmarks.
Not sure if this feature exist out of the box for CRM 4.0.
One product i have been using is DataSync from Simego (It has a plugin that supports MS CRM 4.0) http://www.simego.net/products/Data-Synchronisation-Studio
Thanks for the link. I was familiar with the Scribe Adapater. Catch is client wanted this import wizard inside MS CRM 4.0. In anycase i found the answer to my solution here. Thanks for you reply :).
Whats wrong with using the import from CSV function within MSCRM 4.0? It caters for custom entities (3.0 didn't) and allows good mapping functions and saving of the mappings?