I would like to change the default text in the search bar ("Search for records"):
Is this somehow possible? I've tried looking through the web interface, the JS files and the SQL database, but couldn't find where CRM stores this data.
Related
We want to edit the text fields like "Alto", "Bajo" in the same web without enter to the "Edit" section.
You are looking for Editable grid, this is available in CRM UI but unavailable in Dynamics 365 Portals today. You can watch this feature/idea for availability date.
Meantime, you can build your own form with editable layout using HTML/Liquid template.
AFAIK - No other easy readymade solution/configuration available (OOB), but there may be third party solutions out there.
I need help in changing the primary image and replacing it with a new icon for certain default entities in Dynamics CRM .
This is only doable for custom entities as far as I'm aware. You do have two potential options
1) If you're running On Premise then you can go into the folder structure on the CRM server. Find where CRM is installed (I can't recall the directory) and dig around in the CRMWeb folder looking for the entity icons. If you replace the images and do an iisreset that could work.
2) Failing that, add the entity you want to change the icon for to an unmanaged solution and export it. Extract the solution file and open customizations.xml in a text editor. Look under the Entity element for anything relating to the icon. You should see a relative path url to the file on the server. If you have a web resource you want to use as an icon you can replace the url with "$webresource:[uniquenameoficon]" without the quotes. E.g. "$webresource:new_icon.png"
We've just set up Dynamics CRM 2013. We're using the Outlook 2010 plug-in. A new entity has been created called "Projects," in which the users give the project a name (which is fairly long: Typically something like "2014 Project Name Client Name") and we assign activities and track emails to that project. The problem is that the project name in the blue bar doesn't truncate; instead it spills over the drop-down arrow (which lets you see related activities, contacts, etc) and is un-clickable. Logging in through the web interface, it truncates properly. Is there a way we can force it to truncate after a certain amount of letters, or use the ProjectID field for that label instead of the name? I'm fairly new to Dynamics so a simple solution would be much, much preferred.
A screenshot with an arrow pointing to the over-running field:
We had the same problem when using IE8. In IE9, the long name is truncated properly so the related button/link/whatever it is works as expected. MS unlikely to fix this issue in IE8 just fyi. If it's a custom entity, the primary key field will be the name and that field is used in the UI when it wants to show a record. So you have two options. Change the browser version or only use short names.
My question is related to printing an Infopath 2010 form in Sharepoint 2010.I designed an Infopath 2010 form in Infopath Designer 2010 and published it to a form library in Sharepoint 2010.The end user fill the form and store it in .xml format in the document library.Now I would like to print the form filled by the end user? Any Ideas or suggestion about the above scenario?Please consider both browser based forms and normal forms
By default InfoPath will just print and work but you might want to format things differently.
Create a new view then craft it the way you want. For print views, you might want to create controls that show the data in label format rather than text boxes and display things like Yes/No fields as text. It will take some work but you can build out a view that's customized for print media.
Once you've created the view select the Page Design tab and under properties for that view click on the Print Settings. From there you can set the default print view, what the headers/footers are, etc.
I'm using Visual Studio 2010 to create a Word 2010 addin with a custom ribbon. It has various checkboxes and editboxes on it. Where do I store the state of the checkboxes and the values in the editboxes when the document is closed? Do a use an exiting document property and de/serialize it myself? Or does Word have another mechanism for this?
You could use document properties, or you might consider a Custom XML Part, which is essentially an XML document containing whatever XML you like, which is included in the docx as a part.