I'm trying to customise the Service Activity entity which appears on the Service Calendar in Dynamics CRM 2013.
When I open a Solution and click Add Existing, I can see the entity in the list, but when I click Ok I receive a generic error message "An error has occurred.."
There is no JS appearing in the browser console, nothing in the System Log, and nothing in the CRM log. I've tried this on two separate CRM instances.
I'm beginning to think the entity falls into the "you cannot customise this prebuilt MS entity" category, but I cannot find any MS documentation to support this view.
Has anyone been able to customise the entity? And is there any other log location I should be checking?
I would bet you are using Chrome or Firefox and not Internet Explorer. Will you give it a try in IE?
As a rule of thumb, I only do customizations in IE... unless they don't work in IE, and then I resort to Chrome :)
Related
I'm working with Quick Create Forms in Microsoft Dynamics CRM. Everything is working as expected. We have a sub-grid of one entity visible in it's related entity. When the User clicks on the + sign of that sub-grid, the Quick Create From appears exactly as it should.
The issue at hand though, is the physical form label of the Quick Create Form. For some reason the system keeps insisting on adding the words Quick Create: on the top of the form before the name of the entity (see image below).
Does anyone know how to prevent this from happening? This is a on-premise Dynamics CRM 365 environment.
Unfortunately this is not customizable.
Maybe you can do some unsupported customizations like overwriting DOM objects, etc. But it’s not recommended.
It appears to have something to do with a CRM Patch that we had installed to fix a Chrome CSS issue. That seems to have added something outside of our control. I'm not a fan of hacks/unsupported fixes, so I think we may have to talk to Microsoft about this one directly.
I am working with an on-premise instance of Dynamics CRM 2015. I have added web resources by creating them through the "Customize the System" window as well as by uploading them.
When I go to a form or dashboard to add these, it never works. I click Web Resource, find the web resource, fill out the form and submit and it just goes back to the Form edit screen and nothing happens!
No error is being shown or anything and it is driving me nuts! What am I doing wrong?
What browser do you use? Try to use IE because FF and Chrome have issues exactly with customization of forms.
I agree on using Internet Explorer. Or use debug tools marking the update always from server box, as it is a cache problem.
Do we have a supported way to navigate to an external URL (Payment Gateway, another application) from CRM 2015 form in the same tab/window? We would also need the script to be compatible with all the browsers and devices. I have also tried my luck using window.location.redirect, window.location.replace, window.location.href, showModalDialog, so on. The redirect URL is always appended with my CRM organization's URL.These are anyway unsupported in CRM 2015 as per MSDN. Any help would be much appreciated.
You can use the built in form customization to add a navigation link. Simply go into the CRM Form customization, click on "Navigation" on the ribbon, and then click on the Insert tab of the Ribbon and Click on Navigation Link. You can then edit the Navigation Link Properties and give it a name, change the icon if you wish, and specify the External URL you wish to navigate to. Then save and publish the customizations. If you wish to use something from the current record to dynamically build a URL to put in this Navigation Link, the solution given on this page should still work in CRM 2015 even though it was originally written for CRM 2011 - http://www.crmanswers.net/2013/03/dynamic-navigation-links-using.html .
It seems like opening an external page in the same tab/window is not supported by CRM 2015. I had to use window.open to open the page in a seperate tab/window and is supported by all the browsers.
Error: cannot load crm when trying to view crm records for contact/accounts in outlook 2010
EDIT: I found out that this problem occurred because of the selected language by the user. Now i still have to find out how to solve this problem so that the user can keep his language.
Original question:
A customer of our company recent did the migration from CRM 4.0 to CRM 2011. First everything worked perfect but after a few days, one of the crm users could not see the records for accounts and contacts in his outlook client. A few days later, another user noticed the same error.
When they try to view the records for certain entities. No records are shown in de window. Only a message: "CRM cannot be loaded" (translated from dutch, i don't know the exact message in english).
Other entity records are shown perfect.
They tried already reinstalling the outlook client en reconfigureing there organisation in outlook.
When i open their organistation in my outlook, everything works just fine.
They are using outlook 2010 and me too.
Any help would be very appreciated.
Thanks!
EDIT: When i login in outlook crm with his user, i have the same problem. So it's user specific problem. Both users have the system administrator role.
Maybe there is some issues with the language used by the specific user? I earlier had a similar problem with an installation where English was used as base language - and the Norwegian language pack added later. Try to switch to English for the user who experiences these problems. If it helps you have a little translating to do.
I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here:
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
My question is, can I apply the same type of logic to the Form Assistant pane within the window? I've currently disabled the form assistant to prevent confusion, but I'd very much like to filter those contacts as well. I like the inline AJAX presentation of that data more than the lookup pop-up window, but I can't find any information on how that thing is working.
Anyone out there done this before?
Thanks in advance!
Bob
As far as I can tell from the research I've done - customization of the Form Assistant pane in MS CRM 4.0 in this manner simply is not possible. In those cases where we required this customization we opted to hide the Form Assistant to prevent end-user confusion.
Boo MS.
Boo.