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.
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
i'm new on microsoft dynamics crm. I need to customize a view of customer search field (what i understand as a autocomplete), in order to add some fields and allow users to search through these fields.
I found some links on internet and i found some authors that says that is necessary to change the views of the entities, however, i couldn't find any that could represent these specific view.
I'm attaching an image of the view that i want to customize.I want to know if it is possible to change it through the crm. If yes, where and what i should customize.
Thanks.
What you are looking for is the Lookup View. Each entity has a quick find view which can be customized to an extent by adding a filter criteria etc. To have more granular level control over filter criteria you can use Pre Search Event
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.
Is it possible to customize the window used in Outlook to type in meetings (calendar tab) to add new fields to it ?
That data would be stored in Exchange, then queried by another app that would do something with it.
My problem is to see how I could affect the meeting edit dialog as it is now, to add my new fields.
Any ideas ?
If all you want to do is add some fields to the BOTTOM of the Appointment item inspector, then you can do that very easily with VSTO. It's called a custom outlook form region.
See here: http://msdn.microsoft.com/en-us/library/bb157865.aspx
However, if you want to change elements in the base inspector form itself then that's much more difficult, and involves significantly more work. I don't have a complete answer for that.
You could do this pretty easily with custom forms.
Just derive from the "ipm.appointment" appointment form and add you fields and logic to validate and save those fields as user properties on the meeting item
You can then attach to exchange using RDO or OOM to call back the properties off the meeting items.
you can then publish the form to you whole organisation if you want and over righ the default with soem reg key changes.
or
you can do as above and create yourself an addin using vsto.