I want to create a custom composite field in Dynamics CRM that takes two single line text fields and displays them in a flyout menu just like contact full name which takes first and last name through flyout and displays them in the full name field.
The only way of doing that is create html/js/css webresource and embed it to entity form.
Related
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.
In the Ribbon Workbench, how can I hide the "Closed as Won" button on the Opportunity form based on a text field (accountnumber) in the Account entity?
Issue description
How can I hide the "Closed as Won" button on the Opportunity form based on a text field (accountnumber) in the Account entity? Each Opportunity can have one associated Account. If the accountnumber field is blank, I want the button to be hidden. I'm assuming I should use a Value Rule, but I don't know exactly how to do this for related entities.
If this is not possible to do, what would be the best workaround?
I also have a 2nd related issue. I want to be able to hide the "Collaborate" button that is used for Teams integration, but can't seem to do that in the ribbon workbench either.
You have many solutions... just two of them:
Write a custom javascript that retrieves the value of the related account using web api (here some examples: https://butenko.pro/2018/11/13/showing-ribbon-button-based-on-the-result-of-async-operation/)
Add a text calculated field on the opportunity pointing to the accountnumber of the related account (the syntax for the calculated field is "[lookup name of the account].accountnumber". Then you can use a ValueRule on the new field
Wondering if there is a way to modify the Appointment window in outlook 2016 to add new fields?
A resource field that would be a drop down menu containing
different alphanumeric text field selections.
A Numeric data type entry field.
A Text data type entry field.
Thanks in advance.
Yes, you can create a custom form based on the IPM.Appointment class or create a form region associated with that class. See: https://msdn.microsoft.com/en-us/vba/outlook-vba/articles/customizing-form-pages-and-form-regions.
You can also host your UI in a custom Windows Form on a custom Task Pane adjoining the Appointment window by using a .NET add-in.
I want to filter Subgrid based on lookup value in Microsoft Dynamics CRM 2016 Online.
What I recommend to you is, create a Quick view form on your quote. Inside this QV form insert a sub-grid to show your associated quote-details. After that, go to "groupement" entity form and from "insert" tab - add the Quick View Form you created.
There is another way is customize the grid view but you need to use un-supported javascript.
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.