How can I create a view to select entities which DO NOT HAVE some properties!
For example, I could easily select entities which have phone call activities, but how can I select entities which do not have any phone call activity?
Is there any solution for that?
It looks it's impossible to create such view inside CRM, only you can select such entities using SSRS.
Related
In the crm portal, I am creating a Solution. I need a entity like orders with extra fields. Can I create a new entity that derives off orders ?
When you create new Entity in CRM, it will not inherit already available fields from another entity.
What you could do is, use plugin (no code) solution from Xrm Toolbox which will help you created field and relationship as fast as can.
Plugin is Bulk Create Attributes in Dynamics CRM using Excel
I have created an entity in Microsoft Dynamics CRM using "Settings => Customization => Customize the System" options which is available in the Dynamics CRM dashboard.
However I'm stuck out in finding a way to insert data to the entity which I've created.
I don't want to insert data through C# or SSIS (or) Bulk upload methods, and I'm just looking for a wizard/form to add/insert the data.
Can someone help?
An alternative to adding your entity to a section is you can use advanced find. You can find advanced find by selecting the Filter (Funnel) Symbol at the top right of your CRM screen.
Advanced find should open, change look for to your entity and click results.
You can then click the new button from the results screen.
Dynamics CRM has built-in import wizard which you can access via Settings > Data Management > Imports > Import Data.
And it's also available from most entity views:
And here's a link containing more info on how to use it.
When you created your entity there were a section about where this entity should be displayed (Sales, Service, Marketing, Settings etc.). You should have checked one of this checkboxes.
After creating entity you should click Publish all Customizations button (which is displayed on the upper menu of the solution where you've added your entity).
Now your entity will be available through the upper menu in whichever section you've chosen (for example in Sales section). You create a record of your custom entity exactly like the other entities (Accounts, Contacts, whatever), there is no difference.
I need to specify the activities entities on dynamics crm (2015). Specifically, what i need is to limit the option set on Case activity. In this form, i want to let the user add just "Service Activity".
I searched ways to change the data for Case entity (which i understand as the best solution), customize the form (i did not find any form that could be related) and even mark the others entities as non-activity entity (however, the dynamics crm doesn't let me, due to the fact that this check box is disabled on entity customization).
Is there an way to solve this issue ? (The specific view is in the image attached 1).
Thanks
This is not possible. You can however customize the ribbon of the associated view. Hide the Add New Activity button and create a custom button, e.g. titled Add New Service Activity.
Is there any way to change the All Appointment View grid become inline editable grid? This is the All Appointment page
Not from the out-of-the-box CRM. However, there are addons for that. Like from PowerObjects or Sonoma partners, to name a few.
Out-of-the-box does not provide this feature! Find some of the possible options here:
https://salimadamoncrm.com/2015/09/01/dynamics-crm-what-options-for-editable-grids/
You can create your won:
- Find free js+html grid
- Use Xrm object and odata API to build your desired functionality.
Is there any way how to access records of an entity which is not visible in menu/sitemap? Or the only way how can I look at these records is to allow the entity to be visible in the sitemap?
You can use Advanced Find.
You can query the records and also create a new record from there.
You can also create URLs to navigate to anything you want, see Open forms, views, dialogs and reports with a URL.
To open the Closed Opportunities view for Microsoft Dynamics CRM Online:
http://myorg.crm.dynamics.com/main.aspx?etn=opportunity&pagetype=entitylist&viewid=%7b00000000-0000-0000-00AA-000010003006%7d&viewtype=1039