i'm new on microsoft dynamics crm. I need to customize a view of customer search field (what i understand as a autocomplete), in order to add some fields and allow users to search through these fields.
I found some links on internet and i found some authors that says that is necessary to change the views of the entities, however, i couldn't find any that could represent these specific view.
I'm attaching an image of the view that i want to customize.I want to know if it is possible to change it through the crm. If yes, where and what i should customize.
Thanks.
What you are looking for is the Lookup View. Each entity has a quick find view which can be customized to an extent by adding a filter criteria etc. To have more granular level control over filter criteria you can use Pre Search Event
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So i am trying to retrieve records from the database when an info is typed into a field e.g Sprint is entered into "Company name" field , how can i capture the contents of that field, retrieve it's records from the database and use it to fill the remaining parts of the form.
This is my first time using dynamics CRM, would like it if someone can help me out or point me in the right direction.
Dynamics crm has provided on change event of a field here
Attribute OnChange Event (Client API reference) you can find info about it.
How to write client side scripting in Dynmaics crm
Steps I would perform:
Add onchange event for field on which you want it to fire.
Then I would add javascript for the onchange of field
In that Javascript I will use Dynamics crm Webapi to retrieve data from Account Xrm.WebApi (Client API reference)
Once I get the data I would set that in those field where needed on from setValue (Client API reference)
You will find numerous example of how to create a Javascript for Dynamics CRM
CRM also has what is known as a Quick View Card which can retrieve values from the source record (for display only).
For example, when you select "Sprint" as the Company Name, you can use a Quick View Card to display information about the "Sprint" account record.
Here's the MSDN Link
A quick view control on a custom business app form displays data from a record that is selected in a lookup on the form. The data displayed in the control is defined using a quick view form. The data displayed is not editable, but when the primary field is included in the quick view form, it becomes a link to open the related record
This is a code-free alternative to the answer described below, so the advantage is that it is easier to maintain. The data is also "live" meaning that if you update a phone number on the "Sprint" account the update will appear on all quick view forms (after a refresh)
The disadvantage is that this is not a copy of the data, so may be a problem for future reporting. If you need a point-in-time capture of the data, this can also be a problem.
Why is the Edit Filter Criteria Option not getting displayed for the following view?
As you can see above there is no option for updating the filter criteria of this view named Account BulkOperation View, while for other views it gets displayed. I am not exactly sure why this is happening or if I am missing something.
Once this happened to me when the view query is customized to an extent with custom fetchxml. Check the background of this view using XrmToolbox FetchXML builder or View designer. Some broken query fields will be there.
The view is displayed with column layout and possibilities to define sorting and add new columns etc. But there is no link to "Edit Filter Criteria" as there usually is. This is because CRM actually realizes that this view is beyond its design capabilities, and only lets you alter the view in ways CRM knows CRM can handle.
Read more.
We are using Dynamics CRM 2016. I am using the Account entity to track both customers and competitors. I created a new 1:N relationship between Opportunity and Account and named it Account_Competitors. I put a sub grid on my opportunity form titled "Competitors" and configured it to show related Account_Competitors. When I click the "+" button I get a quick create form. I want the "Add Existing" behavior. How do I fix this?
If the lookup to Opportunity on Account is business required, you will experience what you see now (which does not sound optimal).
If you change the lookup to be optional instead, the initial behavior when pressing the "+" button in a subgrid will be to initiate the "Add Existing" behavior.
With that said, it sounds a bit strange to have a 1:N-relationship for this. In this way a Competitor-Account can only be associated with a single Opportunity. I would suggest looking into using the standard Competitor entity, or using an N:N relationship instead.
To control the behavior of the new record button on subgrids, look at the child entity being selected in the subgrid..If the lookup field for the parent is required, the user will get a “new record” form when clicking the + button. If the lookup field for the parent entity is not required on the child entity, the user will get the lookup field to “add existing.”
For more details with example you can look at http://www.inogic.com/blog/2014/05/sub-grid-add-action-behavior-in-dynamics-crm/
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.
I'm trying to customise the left navigation of a custom entity in CRM, I know I can rename the display areas for the linked entities however, I need the originals PLUS a few extras. Is there any way to do this either by editing the sitemap or ISV.config files or some other method?
I.E. I want to do the following:
Details
Sales
Orders
Opportunities
Service
Marketing
Custom Group 1
Custom Related Entity 1
Custom Related Entity 2
Custom Group 2
I agree with Matt, that in a supported fashion you're not going to be able to do this. The only valid area's are "Info", "Sales", "Service", "Marketing" or blank. If its something you really, really want I would recommend injecting nodes into the DOM to create the effect during the form load event. Look at the source for MSCRM's "Sales" or "Service" NavBarAreas and then inject nodes to match. Note that you can retrieve the NavBarItem's using document.getElementById using the ID attribute from NavBarItem.
I can't speak for KB22's solution, but if you want to stay supported, natively, you can't add new groups to the left nav. About the best you can do in this situation is rename one of the existing groups (Sales, Service, Marketing) if you don't need to use it.
I vaguely remember that customizing CRM is pretty much of a PITA.
AFAIR one has to modify the MS-SQL VIEWS in the backend in order
to achieve such customizing.
Just tryin to point you towards the solution...