You know how when you first login to Dynamics CRM 2013, you see this pop up with a nice smiling lady and she offers to guide you through how to use the new 2013 version? Well, a client of ours would like to customize that tour or completely replace that tour with something new and custom.
Has anyone done this before or have any ideas of how this would be possible?
Thanks
The guided tour is not customizable.
You can create an HTML Webresource to implement your custom tour and add a button inside the command bar to open it.
Related
how to remove task entity from activites.
If you are asking about removing activities from quick create bar, XrmToolbox won't help. There is no supported way, that you could achieve this.
Check this community question: https://community.dynamics.com/crm/f/117/t/119887
P.S. XrmToolbox only allow you to edit normal menu (sales,marketing,...), not quick create menu.
you can use the XRMTOOLBOX whit this link https://xrmtoolbox.codeplex.com/
Whit this tool you can edit the sitemap of the CRM and is very friendly to use.
1- connect to your organization
2- on SiteMap Editor.
3- Click on Load Site Map and after that just select the area and you can customize your site map.
Cheers,
Jorge
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
When I left-click on View Project portal /process guidance /reports, it doesn't take me to the site. I need to right-click it and open in new tab or new window. What could be the problem here?
Thank you.
It's a known issue, please check the comment from Chris Snyder (MSFT) in this blog:
"thanks for the heads-up with regards to the Other Links widgets. The issue you described is a known bug which will be fixed for Update 2. In the interim, the workaround that we recommend is to craft an instance of the Markdown widget which includes the links you need."
I've googled, but I cannot find a good, short, easy-to-comprehend tutorial on how to make a contact us page in VWD 2010 Express.
I just want a simple form, say, contactengineering.aspx, and when they submit the form, the e-mail gets sent directly to an email addresses of one of our engineers. I'd like something easy-to-make and quick; the master pages are already made.
Could anybody point me in the right direction here?
Thanks a bunch!
Jason Weber
Try this for MVC: http://www.frederikvig.com/2010/05/creating-a-contact-form-with-asp-net-mvc/ in combination with this one: http://blog.bobcravens.com/2009/08/asp-net-mvc-contact-form/
I am currently experiencing an issue within my Microsoft Dynamics CRM 4.0 Opportunity entity. When I try to input a new opportunity product. I select the button on the form “New Opportunity Product,” but instead of opening this, it does nothing at all. What could cause this to happen? And how would I go about fixing this issue for it is a critical part of our business. If you need a screen shot please let me know. Thank you for your help. I appreciate it.
Software/Hardware used:
Microsoft Dynamics CRM 4.0
Do you have any products in the crm product catalog? Perhaps you need to add some.