Is it possible to have a clickable hyperlink in the notes section of a CRM entity?
This is the notes control that resides in _controls/notes/notesdata.aspx.
not by default, you could alter the _controls/notes/notesdata.aspx page to include this functionality but it would be an unsupported customisation.
Related
Recently We have migrated from D365 On-Prem to cloud instance.
I am having a status bar at the bottom of each and every form. But I couldn't see the status bar at the bottom of the CRM online version.
Is the status bar section deprecated or removed from the OOB functionality?
Is it possible to have a status bar as same as On-Premise?
I need to prove to my client if it's not possible to have.
Yes, Microsoft removed the footer support and the controls/contents cannot be added there anymore.
Form footers in model-driven apps won't be supported with the 2021 release wave 2
With the upcoming 2021 release wave 2 (public preview in August 2021 and GA in October 2021), form footers won't be supported in a model-driven app form.
The footer doesn't meet the Microsoft Web Content Accessibility Guidelines (WCAG) 2.0 compliance for accessibility.
Main forms will no longer include the footer when a record is opened. Any out of box or custom controls that have been added to the form footer will no longer be available and you'll need to remove the fields if they're no longer necessary or move the fields to the header and use the high-density header with flyout or add them onto the main form. The recommended approach is to move fields that users need to access regardless of the form tab a user is on to the header and set it to use the high-density header with flyout. If there's only one tab, the recommendation is to move them into a new section on the form.
The out of box fields currently on the footer is removed and included on the form as part of the 2021 release wave 2 updates. So, you don't lose status, unsaved changes, or the option to open a form in a new window. The Save option is already available in the command bar and is always visible to the user.
I have a model driven app, in which I need to add breadcrumbs or navigation to show the user's location, as shown below
Eg: Assignment/Sub-Assignment/Project
Is there any in built functionality or how can I implement it?
Thanks!
Unfortunately the breadcrumb navigation is removed by Microsoft in latest release. It’s not supported to customize it anyway.
The header breadcrumb has been removed to align with Office header styling and to make space for the upcoming app search box in the header. To support this navigation change and help users with navigation discovery, page back buttons have been added to the main page types of Form, View, and Dashboard.
Reference
I'm using Ms Dynamics 365 online Version 9.1.00004626 for customer engagement.
On entity "account" form command bar in UCI, i have a button named Open Org chart this button doesn't appear in web classic interface. I need to hide it.
I tried with RibbonWorkBench, but i didn't see the button, i tried also xml customization file the button referenced by "ViewOrgChart", didn't appear.
How to hide this button?
Thanks for your help
Best Regards
We want to edit the text fields like "Alto", "Bajo" in the same web without enter to the "Edit" section.
You are looking for Editable grid, this is available in CRM UI but unavailable in Dynamics 365 Portals today. You can watch this feature/idea for availability date.
Meantime, you can build your own form with editable layout using HTML/Liquid template.
AFAIK - No other easy readymade solution/configuration available (OOB), but there may be third party solutions out there.
I tried creating a solution and I clicked on "Add existing item" and selected the "Sitemap".
But when I click on the sitemap to edit it nothing happens.
How can I customize the top level tile navigation in CRM ?
For easier editing of sitemap you will have to use some tool like XrmToolbox.
You can edit SiteMap in CRM either manually or using some tool.
On the url below microsoft has mentioned:
Using a sitemap editor can facilitate editing the sitemap.
A popular one is included in the Toolbox for Dynamics CRM 2011/2013 released by Microsoft CRM MVP Tanguy Touzard.
https://msdn.microsoft.com/en-us/library/gg309424.aspx#BKMK_SiteMapEditors
I use SiteMap Editor for Microsoft Dynamics CRM 2011. It is super easy to use.
http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html
In the XrmToolBox, open the SiteMap editor
Connect to an organisation if not already done:
In the dialogue, click on the New Connection
Provide credentials. After auth, provide it a name.
In the SiteMap editor, click Load SiteMap and update the nodes as needed
Click Update SiteMap