How to use IE Developer toolbar when customizing CRM Forms? - dynamics-crm

This is probably one of those questions with an obvious answer, but when I customize a form in CRM it appears in a pop-up without toolbars.
How can I enable the IE toolbar so that it will enable me to easily determine the html elements I need to manipulate in the Javascript?
I'm using IE7 by the way.
Cheers,
Peter.

Hit F11, copy the full url, open new IE window (with toolbars and such) paste url.
Also, make sure that under Settings->Administration->System Settings->Customization "Open Microsoft Dynamics CRM in Application Mode" is unchecked.
Application Mode will always try to hide toolbars and menus.

Related

Can I add a button to my add-in next to Send/Discard buttons?

I am writing an Outlook Add-In (Web version, Desktop) and so far I was able to add a link to my app in the contextual menu (see screenshot below - highlighted in yellow). This work well, but it is almost impossible to find the add-in and this is resulting in a ton of customer support calls. I was wondering if there is a way to add the button next to "Send", "Discard", or after the "Elipsis" buttons. This way the add-in would be more visible.
I was thinking about directly modifying the DOM if it is not possible, but I would prefer to not do that.
You can add a button there neither from a web based JS addin nor from a COM based addin for the desktop version of Outlook.

How to hide Assistant/Activities tab and Attach button in Notes section on Social Pane in Dynamics 365?

Has anyone had an experience modifying the Social Pane in Dynamics 365?
Hiding the Assistant and Activities Tab
Hiding the Attach button in the Notes Tab
Googling shows unsupported way by accessing and hiding by DOM manipulation. Has tried Security roles, Ribbon Workbench but still tabs and Attach button are showing. The Notes form also cannot be customized.
We tried also the Intelligence Configuration by following this: https://learn.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence
But nothing changed.
Can you share your experience on this?
The social pane is a disappointing feature. The only two things you can change is the order of the activities displayed and the default tab.
If you want to prevent your user from attaching files to notes, you can make a plugin on the creation of the note and throw an exception.
To hide the other tabs, the only way I can think of is unsupported. Using javascript. I don't like it but when my clients are asking for it, I do it.
Unfortunately we don't have lot of control over there to customize Social Pane the way we want. Maximum we can configure that what should be the default tab (Supported Customization).
Dynamics 365 got Timeline control (Social Pane 2.0) which has more doors open like: Timeline is available in Mobile, Dashboards, unified experience, filtering options, etc. But only catch: it is available only in Unified Interface (UCI App aka model-driven PowerApp & Hub apps) and not on Standard Web client.
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Embedded Intelligence will enhance Relationship Assistant experience.

Are there any best practices to help your users install your Firefox extension?

Are there any best practices to help your users install your Firefox extension?
I have a Firefox extension in the form of a button. The actual install is roughly OK, but getting users to
click on the Firefox menu
click Customize
drag and drop the button to their toolbar
close the menu
is just insane.
Do you know any services that did that in a specially clever way, or any best practice resource to lose as little users as possible?
After some investigation on the Firefox side, there is a way to do it automatically for the user:
How can I make my Firefox extension toolbar button appear automatically?
Google Chrome did this by default, so it's more something that you have to add in your extension to have a consistent experience.
Pocket does that automatically. They have a grey icon, in line with the default icons, which makes it easy to miss it altogether.

How to add a Firebug Lite extension to Internet Explorer 7/8?

I've been trying to figure out how BrowserStack has added Firebug Lite as an extension to IE 7/8 but cannot seem to find anything that does this. See the image below and note how Firebug icon appears as button in the toolbar.
Can anyone tell me how to do this? I know how to add it to my Favorites, but I want the icon to appear in the toolbar along with the other buttons (by going to Tools -> Customize Toolbar)
It's a Browser Helper Object. The development steps are to add the icon, bind the click event to the browser, and inject the script content.
References
Mozilla ActiveX Control
Chrome Frame ActiveX Control
Browsium Catalyst FAQ
Measure Page Load Time BHO
Button Demo BHO
Building Browser Helper Objects with Visual Studio 2005
Customizing Internet Explorer with User Stylesheets

How do I enable/disable my Ribbon Buttons in Outlook

I have an Outlook Add-in created with VSTO. Using the Ribbon Designer I have created a tab with three buttons on it. (Environment: Outlook 2010, .NET 4.0, VSTO latest runtime)
When one of the buttons is pressed a modeless dialog is opened. As long as the user is working on this dialog I do not want him to be able to press the button again. So basically I want to gray out the button till the dialog is closed. How can I do this?
For whatever reason, in the button click handler, if I do this.button1.enabled = false; it is just not working. Am I missing something about the way ribbons work.
Thanks
You need to re-render the control using IRibbonUI.InvalidateControl(controlID) or IRibbonUI.Invalidate(). See MDSN on how to dynamically update the Fluent UI for reference. This is done for performance reasons so that you can change all your Fluent UI settings and then re-render all control changes at once. However, if you are only changing one UI element (as you indicate) this can seem confusing and unnecessary.

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