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.
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I tried creating a solution and I clicked on "Add existing item" and selected the "Sitemap".
But when I click on the sitemap to edit it nothing happens.
How can I customize the top level tile navigation in CRM ?
For easier editing of sitemap you will have to use some tool like XrmToolbox.
You can edit SiteMap in CRM either manually or using some tool.
On the url below microsoft has mentioned:
Using a sitemap editor can facilitate editing the sitemap.
A popular one is included in the Toolbox for Dynamics CRM 2011/2013 released by Microsoft CRM MVP Tanguy Touzard.
https://msdn.microsoft.com/en-us/library/gg309424.aspx#BKMK_SiteMapEditors
I use SiteMap Editor for Microsoft Dynamics CRM 2011. It is super easy to use.
http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html
In the XrmToolBox, open the SiteMap editor
Connect to an organisation if not already done:
In the dialogue, click on the New Connection
Provide credentials. After auth, provide it a name.
In the SiteMap editor, click Load SiteMap and update the nodes as needed
Click Update SiteMap
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.
I want to put custom button on CRM Mail merge window and on click of that button , i want to store that document in sharepoint site document library.
please check below screen
Is it possible to put custom button?
This is not possible in supported way.
like Andrii said this is not a supported method and i would try and stay clear of this solution if you can. I would suggest thinking about implementing your code for sharepoint into ribbon button inside of Microsoft Word.
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 :)
I am new to CRM, I am using MS crm 2011. I wanted to hide the settings tab for only a particular user. I have used the site as shown below and have followed the steps as mentioned.
http://www.powerobjects.com/blog/2011/03/22/sitemap-editing-in-crm-2011/
Following these steps made the settings tab disappear for all the users of crm including the admin users. How do I get back the settings tab in ms crm . Please help, Thank you
Download the CRM toolbox from here http://xrmtoolbox.codeplex.com/ and use the CRM Site Map Editor.
The tool will help you hide the desired section for a specified security role.
Open the tool, click on Site Map Editor, define the connection to the CRM (IFD, SSL, username, etc).
Then click on Load SiteMap, you will be shown the list of the areas.
Click on Area(Settings) on the left and you will see a new panel on the right. Click on the Show group checkbox.