I'm using the CRM Visual Ribbon Editor to create a custom button which sends all selected emails. However, since Email is an Activity entity, other activities could be in the user's selection when pressing the button.
Is there is an enable rule that specefies that all selected items are Emails?
If so, how do I use it?
If not, could a custom rule written in JScript work?
Thanks for any help!
I had to do something like this with a custom entity of mine. I needed to enable a button based on the record status.
I think something like this will only really be possible using a custom rule written in JScript that you could use to query the records and see what type they are.
Hope this helps
Related
I am new with Dynamics 365 and are not sure of how I can achieve this.
I am looking into having some buttons in a view.
Maybe a view isn't the best way of doing it, but what I want to do is to have a list of records connected to the logged in user (similar to a view)
But on each row/record I want to have multiple buttons. These buttons can be like 'Complete' (Changes status on task and updates the view) , 'Send email'(Starts a workflow) and so on.
What are some of the ways of doing this? Either with Javascript/C#/plugin or something else.
You cannot add buttons in views/subgrids directly.
That’s when we add ribbon/command bar buttons using Ribbon workbench usually.
Create a Workflow Short Cut Ribbon Button (No Code Solution!)
Update:
There is a PowerApps Components Framework (PCF - preview) coming out soon, then we can build custom grid control with the layout/buttons we want.
This can be achieved with RibbonWorkbench. My answer does not differ much with #arun vinoth answer but just added few explanation lines.
https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code
If you look at view below where I have selected number of contact and then I have a Button at top "Nominieren" which is shown and clicking on it will perform whatever action is needed.
There will be java-script on click of button, from Java script you could call Action or workflow or perform operation in Java script itself.
Link for Adding new Button : https://community.dynamics.com/crm/b/crmtipsfromadeveloper/archive/2017/07/26/know-how-add-a-ribbon-button-using-ribbon-workbench
Now when you look at image below I have no contact selected and it does not show button on Ribbon.
It might be possible. I haven't tried this but you can write JavaScript for a view column now (since CRM 2016).
If you go to a view you can double click on a view column to view its properties. There are two properties you might be interested in:
Web Resource
Function
Here's a link to an MS page that explains how to use these options to add an icon. It might be possible to create a clickable button which uses CRM's WebApi to perform some actions: Docs # Microsoft
I'd like to be able to select a contact, and, either via right-click or a ribbon button, "Edit Advanced", which would take me to a form similar to the existing Edit Contact form but with some custom fields.
I'm thinking C# VSTO but I'm open to any solution that works.
Thanks in advance
What you need to do is change the MessageClass property of existing contacts (IPM.Contact) to the value of your custom form (e.g. IPM.Contact.Foo). So you will need to write a macro or add-in that will change this for all or selected items in any given folder.
There's a sample and tool available here: https://support.microsoft.com/en-us/help/201087/how-to-update-existing-items-in-an-outlook-folder-to-use-a-new-custom
I am trying to show a simple dialog before uninstall in NSIS. It consists of several predefined radio buttons (reasons for uninstalling), none of them checked initially. Uninstallation cannot continue until a user selects one of the radio buttons.
As a bonus, ideally I would like to have a custom reason text field too (toggle-able via last radio button). As well as 2 more text fields for custom text and email.
Then I need to take selected value(s) (checked radio button) as well as text fields data and either append it to my predefined URL to which I make a GET request using InetC or similar plugin before uninstaller exits; or laternatively construct a POST request to a predefined URL using InetC or similar plugin. I cannot figure out how to create such a dialog page. Any help would be appreciated.
What I am looking for:
First, you should get familiar with nsDialogs to create the interface according to your needs. Since nsDialogs is a function, you would then can call it as a custom page.
You can use my tool Visual & Installer (www.visual-installer.com) for Visual Studio 2005 - 2015 to fast write the NSIS code.
(If you are "writing" the installer - I assume you have some experiences with nsDialogs).
Also there are some other tools like NSIS Dialog Designer (http://forums.winamp.com/showthread.php?t=329801) which can help you and generate lot of code for you.
This tool is GUI based - designer similar to Visual Studio designer - but remember: the result is still the scripts!
I want to put custom button on CRM Mail merge window and on click of that button , i want to store that document in sharepoint site document library.
please check below screen
Is it possible to put custom button?
This is not possible in supported way.
like Andrii said this is not a supported method and i would try and stay clear of this solution if you can. I would suggest thinking about implementing your code for sharepoint into ribbon button inside of Microsoft Word.
I use TFS 2013 Update 2 and Visual Studio 2013 Update 2.
How can I create an identification to a workitem where I can create an alert on?
I have workitems for a specific customer. I added a tag to those workitems. I want an alert when something changes with a workitem with that tag. Because alerts don't support tags, I created a custom field but I also can't set an alert with the "=" operator on that field.
Please help.
Rather than using tags can you try setting an area path for your specific customer, and put the work items under this area? Then you can use the custom alert template "A work item under a specified area path changes" to receive your alerts.
The only solution that I can think of is to add a "tag" to the title of the workitem. We have the taggging and set the tag Foo. We also place the tag in the title like this (Foo). Than we have a query that searches for workitems that only have the real tag and not the title tag. Of course also the other way around.
We are going to use this until the next version were hopefully this feature is added. See for the uservoices the following:
Custom fields in work item alerts and Use tags in alerts.