I am new to MS-Crm. having lots of question regarding its customization.
how to edit its form.
how to edit tool tip.
To edit a form in CRM:
Settings -> Customization -> Customize Entities -> Double-click entity to open it -> Forms and Views -> Double-click Form to open it.
You can change a tooltip of a form attribute (ie. a field) but it requires JavaScript in the onLoad event of the form. There are plenty of examples if you Google, e.g.:
http://crm.atechnisch.nl/2009/07/use-tooltips-as-hot-help/
I'm not sure what you mean by how to edit its form. To edit the onload/onsave/onchange scripts you need to go to Settings>Customization>Customize Entities>The entity to customize.
There is no supported way to add tooltips. You'll most likely need to create your own tooltip code for fields and such and have it be loaded within the global.js file.
Tool Tip solution here http://www.crmInnovation.com/inline_help.asp
BTW, you cannot edit CRM forms except through the customization wizard built into the system.
Related
Is there any way to remove the 'Related' tab from the Case for interactive Experience form? There are no related entities to the form still the related tab is coming up in the form.
Already tried from the customization form.
You can hide the related tab in UCI by following below steps:
Go to the form editor for the entity that you want to hide the related tab
Open form properties
Click on Display tab
Uncheck the checkbox "Show Navigation Items"
Now refresh you entity form page to see if the related tab is hidden
Hope this helps.
Unfortunately this is not configurable/customizable as of today, OOB "Related" tab is showing always (without any navaigation entities under that). This is by design today.
Even scripting is not providing a great user experience. This is bothering all our clients, so created an PowerApps idea.
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
This button would be 'share' and placed at the article editor just like we have buttons like 'save','edit' etc
I facing a problem understanding joomla code structure and which file I need to make changes so as to add this button. Should it be administrator/layout/editor/ ?
There is a free plugin that can help you share your contents in social network. have a look http://extensions.joomla.org/extensions/extension/social-web/social-comments/social-comments-and-sharing-for-joomla .
Also there are several other plugins that may suit your requirements then to hack the core files http://extensions.joomla.org/extensions/extension?searchall=share+button
if you want to develop your custom editor button then you can check this link
Add Custom Button to Joomla's Article Editor (TinyMCE)
In Firefox, I'd like to be able to highlight a word or number, then right click and have options that would open various custom links such as:
View User Profile -> http://mysite.com/user/HIGHLIGHTEDWORD
View User Admin Page -> http://mysite.com/admin/user.php?user=HIGHLIGHTEDWORD
View Order Page -> http://mysite.com/orderdetailspage.php?order_id=HIGHLIGHTEDWORD
Something like that would save me and my team a lot of time.
Does anyone know is such a plugin exists, and if not what would be involved in developing one?
thanks
This page has some options for Menu customization extensions:
Maybe you could use one of those extensions with keyword searches?
I believe in you!
I know you're trying to save yourself some time with due diligence researching whether it's been done, but with the power of copy and paste, you could "write your own" almost as quickly as asking the question.