I have an issue in dynamics crm 2011.
A campaign can have multiple campaign responses (1:n) relationship.
I created several views for campaign responses depending on the value in an option set.
How do I add links in the left side navigation of the Campaign screen that will open my custom filtered views of campaign responses ?
I tried using this approach, modifying the customizations.xml from the exported solution, but it's not working.
http://blogs.infinite-x.net/2011/04/18/crm-2011-adding-a-view-to-the-sitemap/
My xml for the link is:
<NavBarItem Id="aaaa" Icon="$webresource:my_icon.png" Url="/_root/homepage.aspx?etn=campaignresponse&viewid=%7bDCA90502-AF80-E111-8FC1-984BE11098B3%7d" Area="Sales" Sequence="1003">
<Titles>
<Title LCID="1033" Text="zzzzzzzzzzz" />
</Titles>
</NavBarItem>
Note: My objective is to click the custom link from the left side navigation section of the campaign form and open the custom view for filtered campaign responses, of the current campaign.
If anyone succeeds in doing this, I would be grateful for an explanation and souce code used.
Related
I am trying to load a field in the Document Template. Below is my scenario
I have Contracts linked to Opportunity (N:1). There is a contact lookup field in the Opportunity
When I generated the Document Template, I selected all 1:N, N:1 & N:N relations, but I don't get the details of Contact field under new_Opportunity_new_contract (relation)
In the Document Template of Contracts, I need to pull the Contact Name from the lookup field in Opportunity.
Is it possible to get that?
I Went through your exact requierement, I have a followup question,
Do you really have to go From Contract--> Opportunity--> and then Contact.
Because when I check in Contract Entity you will find two N:1 Relation from Contract To Contact
contract_billingcustomer_contacts
contract_customer_contacts
These 2 Relationship will also give you Contact Details information on Document Template.
But if you wish to go from Contract--> Opportunity--> and then Contact
then this is not possible in Word Template as you are trying to Reach 3rd level of Relationship
Below are few Screenshots from my Word Template Example for Contract
I assume that you are trying to create a Word Document Template.
After going to Settings -> Templates -> Document Templates and clicking New, you have to select 1.Word Template and 2.Contract, then click Select Entity:
When the relationship selector popup appears select the opportunity to contract relationship that you have created and click Download Template:
A word document will be downloaded to your computer, open it. Then, click in the Developer tab (if it does not show up go to File -> Options -> Customize Ribbon and in the right Select the Developer tab).
Then 1.Click the XML Mapping Pane which will open a pane in the right side of your monitor. 2.At the top of the Pane there will be a picklist where you have to pick the option which starts with urn:microsoft. 3.Scroll down until you see the relationship you have created between opportunity and contract and expand it:
Search for a field with the name "yourlookupid" + "name" at the end.
Right click it to add to the form, click Insert Content Control and Plain Text:
Finally, go back to Dynamics and upload your word template file by clicking Upload Template in the templates view.
Reminder don't forget to enable the security roles for your users as well ;)
I would like to be able to include a link in a view on the contact entity of dynamics crm that will pop a custom window that we have built. The custom window needs the contact id and the user id in order to function. Our users have requested that such a link be on the view rather than having to go into the contact record itself.
So, is it possible to create a dynamic URL that will be utilized from the view and will be able to determine the contact id and the user id?
I would assume I need to do this with a web resource, but I've only ever used a web resource in an iframe.
I have tried to build a web resource and just use the web resource's link to put into a field and display that field on the view, but obviously that didn't work.
Essentially the link would build a url and then pop up a new window with that url. Here's my url structure: https://example.com/mscrm/ticketing/Activity/PhoneCallSave.aspx?cId=00000000-0000-0000-0000-000000000000&id=%7b00000000-0000-0000-0000-000000000000%7d&orgname=00000000-0000-0000-0000-000000000000&userid=%7b00000000-0000-0000-0000-000000000000%7d&type=contact&token=Zf7Hi3PFokqRn3RnTD6hPA
This is an interesting request that I have not encountered before...
I thought about using a URL-formatted field, and the fact that D365 by default will hyperlink lookup fields. But, with those options you'd have to write data into a field on each Contact or create an entire new record for each Contact, on the fly.
What about creating a separate web resource that contains a table with only one column to hold the dynamically generated URL's? Run the same query as the view to get the Contacts, then generate the URL's and populate them into that "mini-grid". Put the main Contacts view in one section (say two-columns wide), and the mini-grid web resource in a single-column section right next to it, with no border and the same row height.
This way you rely on the main Contact grid for the Contact info, with the mini-grid holding your dynamic URL's (with proper link names of course, rather than raw URL's).
The high-level steps would be:
Get the user's id from the form context.
OnLoad of the sub-grid, get the set of Contact Id's.
Generate the URL for each Contact.
Populate the URL's into the mini-grid in the same order as the Contacts in the sub-grid, so each row in the mini-grid lines up with its Contact row to the left.
Another idea would be to look into the custom icon functionality in V9 to see if there are any hooks in there where you can add a dynamic URL.
You could also write a RetrieveMultiple plugin to dynamically populate a URL-formatted text field. RetrieveMultiple plugins have their caveats. But, how bad is it?
An unsupported option might be to hack the DOM and put your dynamic URL into a blank URL-formatted field in the view.
I've created a party invitation template in MailChimp with an RSVP section within the body of the email that contains 3 buttons:
yes
maybe
no
I have also added a custom text field on the list called "RSVP".
Is there a way I can automate the user click event to automatically update the profile and target this field?
I realize I can add the |UPDATE_PROFILE| merge tag and send the user to a custom form where they choose their RSVP option, but ideally i want to bypass the form and handle the response using the buttons in the email body ONLY.
Is this possible?
Yes, this is possible, mostly. You can do most of what you want with survey tags. The result won't be put in your custom text field in your list called "RSVP", but you will still be able to make segments of your list based on who clicked a particular response, as described below.
Anywhere in your email, in a text portion, include the following:
*|SURVEY: 1. yes|*
*|SURVEY: 2. maybe|*
*|SURVEY: 3. no|*
When the recipient gets the email, they will see three links:
1. yes
2. maybe
3. no
These links will take them to a survey landing page. (You can edit this: in your lists page, click the drop down to the right of the stats button, then choose Signup Forms, and then choose Form Builder, then in the drop down choose Survey Landing Page)
After you send out the email, and some people have clicked some of your yes/maybe/no links, it's time to see the results.
Click on Campaigns at the top of mailchimp, then the View Report button to the right of the email you sent. Scroll down and you will see a box called Poll Information, and in this there is a link to View poll results. There you can see who clicked on which link.
You can also make a list segment based on Poll/Survey Activity, which lets you do things like see who all didn't pick any of your RSVP options, who did, and who clicked which one.
I am creating a maintenance page where I want to select a task using browser UI component. What I want to do specifically is to filter and show only tasks that are not done yet. Can I implement this using browser UI component? Does Exact Synergy Enterprise offer other components for this functionality?
You should create your browser Repository Explorer and use it in browsefield UI component.
Go to System tab, process to Setup tab and under the Repository section click Explorer. Locate your Repository group, enter it, click Browsers tab next to Business components, Functional components, etc.
Click Add and provide Name, Caption, Caption suffix fields. Then write your SQL query in Query field. The structure is:
SELECT <column(s)> FROM <database table> WHERE <column(s)> IS NOT NULL ORDER BY <column>.
Leave the Column info field empty for now. Fill in the Result columns field with column name which will be used as a Browser component result.
Finally, add database table name in the Table list field. Click Save + Edit column info button. Edit column names from a list shown below Information section and fill in Header/Term ID field with title, describing your columns (this will be shown in Browser UI for the front-end user). Click Save and test your newly created browser. If something went wrong, repeat steps from the start. Most of the time problem could be wrongly filled Column info field.
Now go to your ASPX page and add browsername attribute to your browsefield UI component. Doing so will set the browserfield component to your newly created browser component. This is that you want to see in your maintenance page when setting up the browsefield UI component:
<ex:cardfield runat="server" id="cf" caption="Item" captionid="0">
<ex:browsefield runat="server" id="p" browsername="pbr" datasource="bc" />
</ex:cardfield>
Hope this gives you quick idea of what you need to do in order to adjust it to your situation with tasks.
I want to add a button on product view page. By clicking on that button, there will appear two text box fields which are custom options. When I open that product from the backend, I can find that there are custom options which I added, but I need to view it in the frontend by clicking the button only.
First of all, Products are added by the administrator, and are fully controller also by the Administrator. Only thing is that you (as a customer) can only see the custom options which are available for a particular product (and as provided by the admin).
In your particular case, go to the proper Admin page (Edit / Add a new Product and go to its "Custom Options" tab). Now provide options for two text fields, with two different labels, and then save that product. Now if you go to the front-end to view that product, you will find the product details, along with the two custom options added from the admin section.
Also if you want to add a button in the front-end of each product view page, which when clicked will show the custom options, then you need to create a button & write a JavaScript for opening the container of the Custom Options.
Hope it helps.
Edit:-
First find out the full HTML section of the Custom Options, or in other words, the HTML container of the Custom Options in the Product view page. Provide a unique "id" to the container "DIV" element and make that element hidden. Also provide the HTML button anywhere in the view page, and call the unique ID of the "DIV" element in the "onclick" event of the button. A simple code snippet will be like:-
<div id="any_unique_id" style="display: none;">
// Whole Custom Options
</div>
<button onclick="$('any_unique_id').show();">Click here to view the Custom Options</button>
checkout Knowledge Craving 2nd part's answer