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.
Related
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.
CRM 2013 allows a customiser to add multiple "Quick Create" forms against an entity. In the case of our ISV product, this is potentially useful since we always avoid customising "native" forms in favour of creating our own form.
However given that:
Quick Forms cannot be deactivated
Quick Forms cannot have security roles defined against them
There is no mechanism as a user to select or change which Quick Create form to use
There is no mechanism to set a preferred Quick Create form
What is the point of multiple Quick Create forms?
My goal was to create a custom Quick Create form against the Account entity to avoid changing the native Account Quick Create form but there is seemingly no way to allow my users to use this form.
Typical - Despite earlier research, I found the answer within minutes of posting the question on SO:
Although you can define multiple quick create forms, only one quick
create form can be used by everyone. The form everyone will use is set
using the form order. Quick create forms cannot be assigned to
security roles and they do not provide the capability for the user to
switch forms.
Source: Quick Create Forms in Dynamics CRM 2013
Is there any way to change activity list in Quick Campaign wizard in CRM 2011? I want to add one more activity here.
Great question but unfortunately this is not possible with custom activities. You are constrained by the default options that you can see in your screenshot.
Possible workarounds:
Do what we used to in CRM 4.0 and repurpose one of the native activities (e.g. rename "Fax" entity) and use that
Add a hidden custom attribute to native activity and then use a plugin to "convert" each record with the attribute set into an instance of your own custom activity. This still won't surface your custom activity within your quick campaign but it will at least assist the "bulk creation" side of things.
I'm trying to set the default lookup entity in the form triggered by a multi-entity "Set Regarding" lookup field.
The javascript tweak set from the entity form is not enough for me, as most of the users work with the outlook integration of CRM. There is a "Set Regarding" option on any outlook email right click, which opens the CRM Lookup form.
(See Outlook integration)
I've done most of my customizations with javascript tweaks so far, but I can't find any "Lookup" form that I could directly work with. Is there any other way to customize these forms ?
Unfortunately, that's part of the Outlook Integration and isn't able to be customized via the Personal Options (or any other known way). Additionally, there isn't any JavaScript to get at to customize from your inbox.
I hate to say it, but the only way I know of would be to write your own Outlook add-on to do this.
This is unsupported my Microsoft but..
Take a look at C:\Program Files\Microsoft Dynamics CRM\CRMWeb_controls\lookup\lookupinfo.aspx
In the Windows_OnLoad event put the following JS lines in.
document.getElementById("selObjects").value = "2"; // set default to 'Contact'
document.getElementById("selObjects").onchange();
You can find the value that you need in the dbo.EntityView.