Can someone please tell me how I can remove an entity from the Navigation bar in Dynamics CRM 2013? I want to remove the Contracts (seen on the left below)
I find my way to the entity, but the tick box is disabled for me, so I can't make it hide under services!
Contracts is a built-in entity and for this reason the checkbox is disabled.
If you want only to remove the entity from the navigation bar (meaning that the users will still have the privileges to create contracts and search them with advanced find) try with the SiteMap Editor included inside XrmToolbox
http://xrmtoolbox.codeplex.com/
Remove all privileges to the Contract entity from all Security Roles. Administrators will still see it but everyone else will not.
If you don't want admins to see it, then use SiteMapEditor as answered by Guido.
Oh, by the way, to edit the privileges to an entity across all roles, you can use another of the tools in XrmToolbox!
Related
I don't see task, appointment entities are not in the list of quick create form when click on (+) button though quick create form enabled from entity definition even quick create forms also available on forms section for those entities.
I only see other entities like account, opportunity etc. on the list through (+) button.
You have to look for the below option:
Last time when I check, web always opens Main form when Quick create is expected to open (Ankuser confirmed this). But UCI opens QC forms when attempted from Timeline & Top bar.
Thank you all, I have resolved my problem. It seems that I needed to enable task, appointment entities from powerapps.
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 trying to build a new add-in command (button) to add to the Home tab in the Outlook ribbon. This is easy enough to do, but my organization also wants to target the button based on properties in one's Active Directory profile (specifically department). Is this possible? Thank you so much!
This is pretty straightforward with desktop office add-ins (like VSTO). All you need to do is basically to get information about the currently logged in user organizational unit from the active directory, and then show/hide/modify buttons depending on this information.
From the tags on your question, it looks like this is NOT what you are looking for (please correct me if I am wrong)? The fact that you added "office365", probably means that you are interested in javascript (cloud/browser/store) solution?
For javascript-based add-ins, the part where you get the user department from its profile was impossible until recently. Now you may check out the Single-Sign-On API (added last year). It provides you information from user's Azure active directory profile, meaning that your organization is supposed to be part of it.
Another difficulty could be, dynamic display of the related buttons (showing/hiding/enabling/disabling) (I may be wrong, but it looks like it is still not supported for javascript). You can try to create a workaround for that by building a custom task pane instead (you can do whatever you want on your task pane)
--- update ---
In case of .NET VSTO add-in, you can get user groups using:
UserPrincipal.Current.GetAuthorizationGroups()
Then you can control which buttons/controls to show/hide by providing callback function(s) in your code and in your ribbon interface definition file (you need to define Ribbon using XML, not with UI designer). There are callbacks available like getVisible, getLabel, etc.
I am working with Dynamics CRM 2015 Online, and I'm looking for a way to modify the command ribbon that displays when viewing a list of Marketing List members from a Marketing List record.
For example: if I open an existing Marketing List record, and then use the sitemap tiles to go to Marketing List Members, I'm looking at a sub-grid view of marketing list members. I want to add a button to that command ribbon.
Looking at the entities it appears that what I am looking for is the ListMember entity, but that entity isn't in the list of entities and so I can't seem to customize it at all.
Has anyone successfully edited this before or am I stuck here? Thanks!
It is not possible to modify because there is no way to retrieve the "listmember" entity ribbon from your solution.
Since it does not allow you to get the entity tools like the Ribbon Workbench have no way of allowing you customize it.
listmember entity - ribbon workbench
I have a custom entity in CRM 4.0 called Mark. Areas that display this entity is none. After importing this organization to CRM2011 beta, i tried to make this entity appear in Workplace area, so i navigated to the settings >>Solutions>>Entities then i checked Workplace in areas that display this entity, Then saved and published the form.
The unexpected happened, i didn't find the Mark entity in the workplace area.
I tried to refresh, restarted the IIS, closed the brower, .. nothing changed, any ideas ?
Thanks
[...] Then saved and published the form.
For your changes to be effective, you must publish the whole solution or at least the entity and the Sitemap component under Client extensions.
Make your customizations in the site map portion of the customizations.xml and import and publish all customizations. Then it will show up wherever you choose to put it.