When I create a new appointment from the context of a saved incident it defaults the "Required Attendees" field to the incident's account. I want it to default to blank or the current user. (To create the appointment I used the navigation pane on the incident to view related activities then use the ribbon button add new activity.)
Where can I control that behaviour?
I tried looking at the entity mappings but it appears there isn't a "mappable" relationship for the "RequiredAttendees" field. (I checked as per the instructions here: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/help/ui_cust_Mapping.htm) Have I missed something or is this a hardcoded CRM-ism?
Going forward do I have any options to modify this? I suppose I could do javascript on form load but I'd prefer this be configurable inside CRM without touching javascript.
I think that best solution is to use onLoad javascript. Just check that Appointment is created from Incident form. (In Url - Type=112)
You can rewrite ribbon button on Incident form to open new window with URL
http://myCRM/myOrg/main.aspx?etc=4201&extraqs=%3fcontactInfo%3d%26etc%3d4201%26pId%3d%257bB8C55089-26D7-E111-93D4-005056986118%257d%26pName%3dCaseName%26pType%3d112%26pagemode%3diframe%26preloadcache%3d1346939630259&pagetype=entityrecord
So just exclude:
partyaddressused%3d%26
partyid%3d%257bA9D02C74-26D7-E111-93D4-05056986118%257d%26partyname%3dAdministrator%2540crm.local%26
partytype%3d2%26
This part of url contains data related to activity party ('required' field).
Related
We want to check what areas are used by user when they login to CRM. I have tried the recentlyvieweditems.
Is there any other way we can achieve this.
I do not think there is any solution or way to find out what area are clicked unless you login as that user and check what that user clicked.
The closest you can reach to get some insight for users and which entites they are accessing.
Organization insight solution
You have to capture those user telemetry data like - pages navigated, opened entity records, clicked ribbon buttons, etc using Application Insights or your own Database through your own API for all the breadcrumbs.
There is no other native solution other than Org Insights, that too available from 2016 onwards IIRC. Later they took different diversions during CRM online version upgrades.
You may try the EnableRule of application level command bar button to run your custom JS code to log user navigation. I haven't used it ever, but this is what I would try in your given scenario and I don't see any reason if it wouldn't work.
Create new custom entity/table with User ID/Name and URL attributes/columns
Create a application level command bar button
How do I add a global button (for all entities) on the CRM 2013 Command Bar
In button's enable rule, Add user id/name and document.location.href values as a new record to the custom table.
Create entity record through Javascript , CRM 2013 , SDK.Rest.CreateRecord
Don't forget to return false from the code in 'enable rule' so that the button should not actually be shown anywhere in the application.
For the contact entity I have set the default values for some build in fields to specific values. For example I set the default value for the field "Contact -> donotemail" to the value "Do not Allow".
In the "normal" web browser forms it seems to be working as expected.
But if I create a new contact using a quick create form and select the save and then "view created record" button the view switches to the new created contact.
If I then scroll down to the "donotemail" - field the field does not have the default value I selected in the field settings.
I googled the problem, the nearest community post I could find is
https://community.dynamics.com/crm/b/mohamedmostafacrmblog/archive/2016/06/02/set-field-default-value-in-microsoft-dynamics-crm-online-and-on-premise-using-business-rules-without-javascript-or-custom-components-plugins-or-workflows
Unfortunately the post is from 2016 and it describes how to workaround the problem using custom business rules. But due to this is build in funtionality there is no business rule I could edit and creating some new to achive the goal of setting a default value seems odd.
Did someone encounter this problem too and could find a solution?
One possible reason I could think of: you might have not refreshed the main window after publish all, maybe cached QC form didn’t work as expected bcoz “customize the system” will open a separate popup to edit & publish all.
Still technically server side should not be cached with old customizations. But QC might have rendered from cached Metadata in browser.
But publish all should reflect immediately & no delays expected. Make sure to refresh the main window next time :)
I'm completely new to the Dynamics CRM environment.
Within our current implementation, there is a grid which displays a list of current sales opportunities. Within this grid, there is a column for the user which is a link to another part of Dynamics. We want to instead be able to open a new window to another system. How can I customize how that link gets rendered out so that the client "onclick" function can link to a javascript function which will open a new window with the URL we need?
Please see attached:
Snapshot of Dynamics grid
Im afraid that this is not possible with supported customization.
My understanding is that you will keep URL to external system on entity and you would like to be able to open with single click from grid displaying this record?
However, Im not sure if you add this fields as single line of text with format option URL won`t work as expected. If this does not work, you would need a custom grid to display this data.
You can store url in text field with format URL, click on such field will open link in new window/tab.
I have many Document templates for several Entities. when user is on particular entity, and on click of a custom button, I want to show only the Entity's related Document Template names as radio buttons to choose one to generate a document i.e. when user is on Contact entity, the user should be listed only Document templates which are related to Contact Entity. I am looking for Dialog process to do this.
Please suggest a way to do filter the Document templates.
Is this possible?
Thanks
The idea is Possible with custom html pages created in webresource & pulling the data with SDK calls in JS. Needs huge efforts.
I want to create a custom form in Outlook 2007 and then have that form be the form that comes up when the user clicks New / Mail Message in the toolbar. Is there a way to do that? I know how to create the custom form, but I don't know how to change what the menu item does.
Jon
If you are using an outlook form you can publish it to the Organizational Forms Library and the get you clients to use that new custom form instead of the default out the box form. It a registry change that points it to a new form. There are tools to do this change for you.
A good example http://www.petri.co.il/customizing_new_meeting_request_outlook_form.htm
76mel
There is a great tutorial by Ty Anderson on that located at devx on replacing the standard AppointmentItem inspector with a custom form.
Basically, you need to write code that gets triggered on the NewInspector event and display your form instead and cancel the standard inspector.