I want to update Default solution CRM 2016 and export. How can do that? Thanks in advance.
You can access the default solution by going to Settings -> Customizations -> Customize the System. Basic solution instructions are here: https://technet.microsoft.com/en-us/library/dn531198.aspx#BKMK_UsingDefaultSolution
The default solution has the same guid from org to org, so the URL to your default solution will look like this: https://YOURORGNAME.YOURREGION.dynamics.com/tools/solution/edit.aspx?id={fd140aaf-4df4-11dd-bd17-0019b9312238} (just update the host name and region). I usually save a bookmark to my default solution for quick access.
Related
I need to change some stuff about the styles such as the primary color and the project logo. All solutions known to me are just through writing a code or adding an image in project directory. Is there a Strapi plugin that can do these features ?
To my knowledge, there is not.
You don't need to, what you will need is to customize the backend as explained on the following document:
https://strapi.io/documentation/developer-docs/latest/development/admin-customization.html
From that point, you can "override admin files and functions" and do all the customization you need.
The user account I am using for a Dynamics CRM application contains roles for "System Admin" and "System Customizer". But when I try to edit the SiteMap via Settings->Customizations->Customize the System->Client Extensions and selecting SiteMap, I don't see the edit option. Even "My Apps" under Application is not displaying. Please help me point out what Role/Permission is missing.
I am beginner, so any help in this will be very useful.
The version I am using is
Microsoft Dynamics® CRM Online 2016 Update
(8.1.0.581) (DB 8.1.0.578)
Thanks
In-built sitemap editor is avaiable since version 8.2, so you will have to upgrade your organization first, to have this option. For now you still have to use some external tools like SiteMap Editor from XrmToolbox or simply edit XML manually.
To edit XML manually simply go to customizaitons -> solutions. Create a new solution and under "Client extensions" add "SiteMap". Now export the solution, unzip it and inside "customizations.xml" you will have your sitemap which you can edit. But be careful - editing XML by hand may lead to crashing whole CRM. I would not recommend that on Online - if anything goes wrong, you will not be able to open you CRM and the only way of restoring it would be through Microsoft Support. Simply use the SiteMapEditor from XrmToolbox, it's much better approach.
how to remove task entity from activites.
If you are asking about removing activities from quick create bar, XrmToolbox won't help. There is no supported way, that you could achieve this.
Check this community question: https://community.dynamics.com/crm/f/117/t/119887
P.S. XrmToolbox only allow you to edit normal menu (sales,marketing,...), not quick create menu.
you can use the XRMTOOLBOX whit this link https://xrmtoolbox.codeplex.com/
Whit this tool you can edit the sitemap of the CRM and is very friendly to use.
1- connect to your organization
2- on SiteMap Editor.
3- Click on Load Site Map and after that just select the area and you can customize your site map.
Cheers,
Jorge
Does anyone know of a way of bulk updating Dynamics CRM 2013 Users to have the UK date format selected under the 'Current Format' User Setting? Either via code or using an existing tool.
I did have a tool that I used for CRM 2011 but this doesn't seem to be available any more. The XrmToolbox has a settings update tool but doesn't allow changing of this setting.
Alternatively does anyone know if their isn't a tool if this can be updated manually from the UserSettings table? (although I know this is unsupported)
I once wrote some code to do something similar.
To update the settings for an individual user, you should be able to do something like (although I haven't tried it):
Entity us = new Entity("usersettings");
us["systemuserid"] = Row.systemuserid;
us["localid"] = 2057; //UK
CRMservice.Update(us);
List of localid's is available from
https://msdn.microsoft.com/en-us/library/ms912047(WinEmbedded.10).aspx
Have a look at xrmtoolbox. There is tool called "user settings utility" that should allow you to modify user settings in bulk.
I believe usersettings table update should work as well, but I'd assume tool above uses SDK, which is more supported way.
I am new to Dynamics CRM so please excuse me for the newbie question xD
I managed to create an option set field with 2 possibilities:
Scheme 1
Scheme 2
Does anyone have an idea how when a particular possibility is picked, a list of custom based fields will appear in the form? Thanks in advance
If i understand your problem correctly you want certain fields to appear/disappear according to the choice selected in the option set.
The way I see this working is by implementing a Javascript on the onChange event of the option set. you can do this from the 'Form Properties' when changing the layout of the form.
Below is a link showing some examples of possible useful commands that might help you:
http://www.powerobjects.com/blog/2011/01/14/crm-2011-useful-javascript-tidbits/
You can put your custom fields in a custom tab and then hide/disable it according to the value in the option set.
If you have any further problems feel free to ask :)
I hope this helps :)
Gdluck
If you are comfortable working in Visual Studio, I highly recommend installing the Developer Toolkit (You can find the .msi \tools\developertoolkit - download it from here). It will allow you to develop JScript with some syntax highlighting and intellisense and makes source control and deployment a snap.