Is there any way to create a new form field and add it to the available fields section? I need to add a new text field to the form and pass it over Dynamics CRM to a database. Thanks
In CRM:
Settings
Customisation
Customise Entities
Open the entity you want to add the field to
Attributes
New
This opens a window where you can add an attribute (field) to and entity.
If you want to see this on a form you need to add it to the "Forms and views" afterwards.
Related
Is it possible to add multiple views of same entity in the Site Map(left navigation) in Dynamics 365. I need to add the default view as well as filtered view of Project entity on Left navigation. I have seen an option to add it as url instead of entity. Is there any other way to add multiple view of same entity?
Yes you can add the direct url addressable view link in sitemap. One for default view (maybe entity itself) and another for filtered view. This is the closest solution we tried in one of the implementation. Read more
Url="/main.aspx?appid=e2bc1066-488f-eb11-b1ac-000d3a56ead9&pagetype=entitylist&etn=account&viewid=%7b<GUID value of view id>%7d"
Alternate approach from the community using web resource can be found here.
I want to display a button on the Home Page of a custom entity called new_orders. I only want that button to show on the home page and not the form of the individual records of the custom entity. I only want it to show for that custom entity. Is EntityRule the right approach through ribbonworkbench?!
Here is the homepage of the custom entity. I want that button to ONLY show for that custom entity, on the homepage and not on the form or subgrid.
There are two types of ribbon, Application ribbon & Entity specific ribbon. Application ribbon is global & will load for all entities, then you have to filter for specific entity.
But you are already customizing Entity specific ribbon (command bar), so no need of any special rules. It will show only on Home grid of that entity specific view. Subgrid & Form has separate command bar.
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 am new to MS Dynamic CRM Online, i have the following multiple to multiple relationship setup:
Product to eMartMenu (customized entity)
on the Form of both Entities, I have added a subgrid to each other. However, I am having problem on Product's form subgrid when I clicked on the '+' Add associate button on the subgrid, it is not responding. But i have no issue doing it on my eMartMenu's form subgrid.
Note: Both "Display SearchBox" and "Display Index" have been checked.
please advise. Thanks!
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).