I find the Quick View Form for Phone Call activity non-editable (save button disabled) in my installation of Dynamics CRM 2013 (trial version downloaded from Microsoft site). However, this video describes the said form as editable (watch from 10:35 - 12:35 mins). So how can I edit this form?
Moreover, it is described in the video that a said Quick View Form is used to create a quick phone call record in the social pane of the entity form. How can we use the Quick View Form like this (create quick record) for our custom entity? Or is it only a built-in feature for out of the box social pane?
This was changed in the final version of CRM, the video uses the beta version. I watched the whole series a while ago and noticed this and some other small differences between the beta and the released version.
SELECT TOP 1000 [FormXmlManaged]
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,[OrganizationId]
,[ComponentState]
,[IsCustomizable]
,[OverwriteTime]
,[IsManaged]
,[Description]
,[Name]
,[AncestorFormId]
,[Type]
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,[FormIdUnique]
,[IsDefault]
,[FormPresentation]
,[FormActivationState]
,[IntroducedVersion]
,[IsAIRMerged]
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,[UniqueName]
,[IsDesktopEnabled]
FROM [Main_MSCRM].[dbo].[SystemFormBase]
where FormId = '8E0B7C1E-F5A0-4E7D-B04D-4CA8D5C5CA80'
update [Main_MSCRM].[dbo].[SystemFormBase]
set IsManaged = 1
where FormId = '8E0B7C1E-F5A0-4E7D-B04D-4CA8D5C5CA80'
Related
Recently We have migrated from D365 On-Prem to cloud instance.
I am having a status bar at the bottom of each and every form. But I couldn't see the status bar at the bottom of the CRM online version.
Is the status bar section deprecated or removed from the OOB functionality?
Is it possible to have a status bar as same as On-Premise?
I need to prove to my client if it's not possible to have.
Yes, Microsoft removed the footer support and the controls/contents cannot be added there anymore.
Form footers in model-driven apps won't be supported with the 2021 release wave 2
With the upcoming 2021 release wave 2 (public preview in August 2021 and GA in October 2021), form footers won't be supported in a model-driven app form.
The footer doesn't meet the Microsoft Web Content Accessibility Guidelines (WCAG) 2.0 compliance for accessibility.
Main forms will no longer include the footer when a record is opened. Any out of box or custom controls that have been added to the form footer will no longer be available and you'll need to remove the fields if they're no longer necessary or move the fields to the header and use the high-density header with flyout or add them onto the main form. The recommended approach is to move fields that users need to access regardless of the form tab a user is on to the header and set it to use the high-density header with flyout. If there's only one tab, the recommendation is to move them into a new section on the form.
The out of box fields currently on the footer is removed and included on the form as part of the 2021 release wave 2 updates. So, you don't lose status, unsaved changes, or the option to open a form in a new window. The Save option is already available in the command bar and is always visible to the user.
Core need:
Using an on-premise installation of Dynamics 365, I want to use a form to create a new Person and associate that Person with the each Book they have read. This is a N:N relationship
Yak shaving:
I have created the relevant entities and the N:N relationship but could not figure out how to link them. I watched this YouTube video.
This makes it appear that all I need to do is add the relationship to the navigation page in the form editor and it will appear on the form for users. However, the navigation pane is only visible in the form editor and not when trying to use the form.
I cannot find anything on the web that appears to address this issue so I think I've got something seriously backwards. Can anyone point me in the right direction?
That video is for 2011 - Older version.
In recent CRM, once you open the record form - on top navigation, you will see small down arrow (caret) icon. Click that to see Associated records navigation.
I am setting the section properties of CRM form to have label & control in separate rows like below:
By default the form control will be visible=false. When I try the below snippets only label is showing up but not the textbox. If I use side by side setting, its working as expected.
Xrm.Page.getControl("myattribute").setVisible(true);
or
Xrm.Page.ui.controls.get('myattribute').setVisible(true);
Can I achieve this by some other supported means?
Update:
Ours is CRM 2015 on-premise. Not update 1.
I have tested the same behavior in Dynamics 365 CRM trial. Legacy form behaves the same way, but Turbo form is having the fix.
Can you please try the following options and check if the issue persists ?
1. Turn off legacy form rendering.
2. If you can use the Business Rules, to Show/Hide field and see if it works ?
3. You can use un-supported customization, to hide the textbox.
var curElement = document.getElementById(controlname + "_d");
if (curElement != null)
curElement.style.display = '';
This seems to be Product bug till date, even in latest version with legacy form.
For now as a workaround, we are keeping the controls in separate section to meet our need.
Am open to any other supported solution.
In CRM Online 2015 Update 1 instances I experience charts on forms not showing the correct data until they are manually refreshed.
Charts in general show all data from the underlying view when the form is loaded. Only after manually refreshing a certain chart does it show "Only Related Records".
As an example, I have added a chart to the Account entity as seen below. Both the chart and the shown subgrid are using the same view. Even though there is only 1 related record the chart shows all data from "My Open Opportunities" after form load:
After refreshing the chart by clicking the small recycle-icon the correct data related to the current record (in this case 1) is shown:
I have tested this in 3 different CRM Online 2015 Update 1 instances which all exhibit the same behavior. Additionally, this is seen for both system and custom entities.
A similar chart setup in CRM Online 2015 without Update 1 works as expected.
I've got the same problem.
Microsoft has changed how they load forms. For now, you can switch back to the old way by going to Settings -> Administration -> System Settings -> General tab, and selecting Yes for “Use legacy form rendering”
This is only a temporary measure as that option is likely to be removed, but maybe Microsoft will support charts in forms or whatever the issue is by then.
PS:
Drawback is that the new way of loading forms is much faster, so you'll lose som e time if you switch back.
I Haven't tested this yet, but maybe you could add some javascript on the onLoad event to automatically select the view, like your users have to do now manually:
Xrm.Page.getControl(subgridname).getViewSelector().setCurrentView(viewname);
but this isn't pretty either
This issue is supposed to be fixed in Service Update 1 for Microsoft Dynamics CRM Online 7.1.1. From the changelog: "Charts within a subgrid are displaying all records when they should actually display only related records.".
The expected release date is around the middle of December.
I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here:
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
My question is, can I apply the same type of logic to the Form Assistant pane within the window? I've currently disabled the form assistant to prevent confusion, but I'd very much like to filter those contacts as well. I like the inline AJAX presentation of that data more than the lookup pop-up window, but I can't find any information on how that thing is working.
Anyone out there done this before?
Thanks in advance!
Bob
As far as I can tell from the research I've done - customization of the Form Assistant pane in MS CRM 4.0 in this manner simply is not possible. In those cases where we required this customization we opted to hide the Form Assistant to prevent end-user confusion.
Boo MS.
Boo.