I need to integrate the Telerik RadScheduler control with CRM 2011. Is there a way I can use a CRM form of a custom entity instead of the Scheduler's Advanced Edit form ? i.e. When I double click the appointment in the Scheduler the corresponding custom entity form is displayed.
You can use a silverlight component on a CRM form which can have your telerik control included. We have done this a number of times including using the scheduler control you are talking about
Related
We want to check what areas are used by user when they login to CRM. I have tried the recentlyvieweditems.
Is there any other way we can achieve this.
I do not think there is any solution or way to find out what area are clicked unless you login as that user and check what that user clicked.
The closest you can reach to get some insight for users and which entites they are accessing.
Organization insight solution
You have to capture those user telemetry data like - pages navigated, opened entity records, clicked ribbon buttons, etc using Application Insights or your own Database through your own API for all the breadcrumbs.
There is no other native solution other than Org Insights, that too available from 2016 onwards IIRC. Later they took different diversions during CRM online version upgrades.
You may try the EnableRule of application level command bar button to run your custom JS code to log user navigation. I haven't used it ever, but this is what I would try in your given scenario and I don't see any reason if it wouldn't work.
Create new custom entity/table with User ID/Name and URL attributes/columns
Create a application level command bar button
How do I add a global button (for all entities) on the CRM 2013 Command Bar
In button's enable rule, Add user id/name and document.location.href values as a new record to the custom table.
Create entity record through Javascript , CRM 2013 , SDK.Rest.CreateRecord
Don't forget to return false from the code in 'enable rule' so that the button should not actually be shown anywhere in the application.
I have two entities in my Dynamics CRM solution. Both are related to each other.
Product -> configurations
Each product can have multiple configurations. I have added a subgrid on product screen.
I need to call a custom html webresource to be able to create configuration records.
How to add a custom button to the subgrid? OR how to customize existing (+) button to open an html webresource?
Add the entity to a solution & take a backup
Open the solution in Ribbon workbench
Start customizing the subgrid ribbon (ignore other two - Main grid & Form), right click the OOB button & hide it (this is also a backup)
Add a new button & custom javascript action command (follow this)
Open your custom HTML webresource using openWebResource method in javascript function
Is there a way I can execute custom code in c# when a user clicks a button in the CRM application? I would like it a synchronous and asynchronous approach.
Actually something like when putting a button on a webform with a wired code behind click event handler.
And how can I add a button?
I want to display a list of report views the customer has assembled and access the report data in the CRM database.
It seems so complicated with CRM!
Here's an example of a custom workflow with a bunch of XAML. I dont know where they got it from.
Sample: Create a workflow in code
One way to go about it:
Use Ribbon WorkBench add add a button to the form. Only supported way of adding buttons to CRM is by editing ribbon XML.
Add an on click JavaScript Event Handler.
Call an Action which can be used to call a custom workflow where you can perform business logic.
I have used the silverlight control in CRM 2011.It also published on form but the problem is i am not able to store its value in CRM.In general if we create any field and publish that field in Form then its value will be stored after clicking on Save button.and after that when we open that record,we can see control value that was stored previously.but in my case i published that silver light control on form but after save the record when i click on Record i cant see its value again.means silverlight control value was not going to stored in CRM.I have just simply used the textbox of silverlight...
You will need to call a JavaScript function on your form from Silverlight. Take a look at the HTML Bridge for communicating between the page and Silverlight. There's an example in the MSDN of registering and calling a JavaScript function from Silverlight.
In Silverlight it looks like:
HtmlPage.Window.Invoke("myJSMethod", myParam);
I want to create a custom form in Outlook 2007 and then have that form be the form that comes up when the user clicks New / Mail Message in the toolbar. Is there a way to do that? I know how to create the custom form, but I don't know how to change what the menu item does.
Jon
If you are using an outlook form you can publish it to the Organizational Forms Library and the get you clients to use that new custom form instead of the default out the box form. It a registry change that points it to a new form. There are tools to do this change for you.
A good example http://www.petri.co.il/customizing_new_meeting_request_outlook_form.htm
76mel
There is a great tutorial by Ty Anderson on that located at devx on replacing the standard AppointmentItem inspector with a custom form.
Basically, you need to write code that gets triggered on the NewInspector event and display your form instead and cancel the standard inspector.