I am trying to modify the form in Dynamics CRM Online (2013) for our orders. I want to remove the Bill To Address, but each time I try to remove it from from the form, it keeps saying the field is required by the business or the system.
How do I stop making this field required so that I can get rid of it?
You can edit the field and turn off 'Visible by default' to hide it.
See here
If you have a lot of fields to hide, you can move them all into a new section and turn off 'Visible by default' for the section rather then individual fields.
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
Microsoft Dynamics 365
Version 1612 (8.2.2.1862) (DB 8.2.2.1862) online
I want to be able to set the Currency field on the Contract. However, on the main Contract form the field is locked and cannot be unlocked.
In the form editor the field is not disabled but the padlock appears next to it.
Running Xrm.Page.getControl('transactioncurrencyid').setDisabled(false) on the client has no effect for this field, i.e. the field remains locked.
I have noticed that there is a Mapping on the contract_customer_contact Relationship from the contact.transactioncurrencyid to the contract.transactioncurrencyid and wonder wether this might be related?
Other fields that cannot be unlocked are OriginatingContract and Cancellation Date.
I quickly checked in a vanilla instance. These are my observations.
Actually there are 2 kind of padlocks.
Red padlocks in form editor. This will not show padlock in rendered form.
This will appear next to field label in editor when system enabled it as system required. Trying to remove them from Form will give you message. Eg. Contract Template, Bill To Customer, etc.
The field you are trying to remove is required by the system or business.
The same Red padlock appears for fields in form editor, when System Customizer locked that particular attribute under Field properties - Locking. Trying to remove that field from Form says:
The field you are trying to remove is locked and cannot be removed.
Black padlocks in browser rendered form. This field's control appears blue in color on form editor.
For system fields like CreatedOn, All Rollup fields, All Calculated fields this will appear.
This will appear next to control (textbox, lookup) while rendering when the field is set as read-only under Field Properties - Field Behavior. Same applies to script disabled fields.
Fields like auto-generated ContractID, Currency, Originating Contract, Discount will be locked by system as changing these after record creation does not make sense. Also this will impact the business pipeline.
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.
The Outlook data model for Appointments includes an attribute called COMPANY. I cannot find where to enter this information anywhere. If I create a new appointment, I can enter start time, stop time, location, etc. It appears I cannot enter the data for COMPANY. Is this accurate? Why have an attribute which cannot be used? How do I use it? Surely I don't have to build a custom Outlook form, do?
Thanks,
GS
I assume you are referring to the AppointmentItem.Companies Property:
Returns or sets a String representing the names of the companies
associated with the Microsoft Outlook item. This is a free-form text
field. Read/write.
This field is not available in the default Appointment form. You would need to customize the existing form or design your own that includes this field.
You asked:
Why have an attribute which cannot be used?
You can use it -- see above.