I'm trying to customise the left navigation of a custom entity in CRM, I know I can rename the display areas for the linked entities however, I need the originals PLUS a few extras. Is there any way to do this either by editing the sitemap or ISV.config files or some other method?
I.E. I want to do the following:
Details
Sales
Orders
Opportunities
Service
Marketing
Custom Group 1
Custom Related Entity 1
Custom Related Entity 2
Custom Group 2
I agree with Matt, that in a supported fashion you're not going to be able to do this. The only valid area's are "Info", "Sales", "Service", "Marketing" or blank. If its something you really, really want I would recommend injecting nodes into the DOM to create the effect during the form load event. Look at the source for MSCRM's "Sales" or "Service" NavBarAreas and then inject nodes to match. Note that you can retrieve the NavBarItem's using document.getElementById using the ID attribute from NavBarItem.
I can't speak for KB22's solution, but if you want to stay supported, natively, you can't add new groups to the left nav. About the best you can do in this situation is rename one of the existing groups (Sales, Service, Marketing) if you don't need to use it.
I vaguely remember that customizing CRM is pretty much of a PITA.
AFAIR one has to modify the MS-SQL VIEWS in the backend in order
to achieve such customizing.
Just tryin to point you towards the solution...
Related
when I select (say customer) using Dropdown I would want to show users all the properties on a side table or division. Essentially, displaying the selected customer's fields on the same page for the users to verify/read.
I am using laravel-backpack for development and finding it difficult to implement. Any help is greatly appreciated.
I'm afraid there's no existing way to achieve that, you'd have to code it.
But you don't have to start from scratch, you can use the code for the select2 field (or whatever field you prefer) and create a new field type, say select2_and_preview by tweaking the Javascript inside that one file.
There's recently been a Feature Request for a similar feature (see here), you might want to pitch in with your opinion if you want it created by the team, and included in the official build.
i'm new on microsoft dynamics crm. I need to customize a view of customer search field (what i understand as a autocomplete), in order to add some fields and allow users to search through these fields.
I found some links on internet and i found some authors that says that is necessary to change the views of the entities, however, i couldn't find any that could represent these specific view.
I'm attaching an image of the view that i want to customize.I want to know if it is possible to change it through the crm. If yes, where and what i should customize.
Thanks.
What you are looking for is the Lookup View. Each entity has a quick find view which can be customized to an extent by adding a filter criteria etc. To have more granular level control over filter criteria you can use Pre Search Event
I have a subgrid on my form which I assign a dynamically generated fetchxml query using javascript. When the user clicks on the subgrid's "pop out" button, the query is lost and it displays the default view for that entity.
The user needs to be able to perform multi selection and bulk editing. As far as I know this is not possible for subgrids in CRM 2013 upwards. Is there a way to retain the query when it is popped out?
There's no supported way to interact with a popped out grid. If you started digging into the client side application code, you might be able to find a hook to the new window, but doing so would be unsupported, liable to break, and I wouldn't recommend it.
I was going to suggest hiding that pop-out button on your entity's sub-grid altogether before re-reading that your users need to use the popped out grid for bulk edit.
In that case your best option will be to do ditch the JS and move to a RetrieveMultiple plugin against the sub-entity. RetrieveMultiple plugins should be generally avoided, but from what it sounds like in your case, it's your only option.
And, just to be thorough, are you positive you need dynamic fetch for the sub-grid? Is there any way you could come up with a view that would get close enough to your requirement, even if it's not perfect?
Update:
Based on the additional information you provided in your comment, I can only think of two options:
Implement a custom grid--or modify one of the free ones out there--that allows multi-select and bulk edit
Your custom web app takes the user's criteria, creates a personal view (entity: userquery) for the user and saves it to the database, then your JS on the form sets the grid to that view.
You can do that liks this:
document.getElementById("someGridId").control.SetParameter("viewtype", "4230"); // 4230 is the objecttypecode for userquery
document.getElementById("someGridId").control.SetParameter("viewid", "{11310965-0306-E611-80E5-3863BB36DD08}");
Doing this actually does make the popped out grid load the personal view, but in my tests just now the grid gets upset if you try to refresh it.
This approach has obvious downsides: 1) You have to come up with a way to clean up the personal views that get generated 2) the grid might break on refresh 3) it's unsupported and liable to break on an update.
Still worth considering, I suppose.
A more supported way instead of using unsupported getElementById is to hook a plugin to multiple retrieve of the entity and amend the query in there
Chris
I created a Create Article menu Item Type and need to apply an alternative layout to all article created using this frontend form. But Joomla not provide this option. How can I do that?
It's basically a business decision what fields to allow or not allow to be modified from the front end but in general the thinking is that too many complex choices in the front end is not a great idea, but for your business logic that may make complete sense. Take a look at how the display of image and links fields in the front end are turned on and off. You could override the edit layout and bring some more fields forward probably.
I'm new to customizing dynamics CRM, and I need to implement a custom form with a list that lets you add and remove "fruits" for a fruit store. To better illustrate what I need, I've attached a photo
I have "x" number of fruit types in a fruit store. The list of fruits can be managed and changed via the store owner. I want to be able to click add, choose a fruit from a list of fruits, then specify an amount, and have it update a total.
I want this in a form for an entity like Opportunity. Where do I begin with this level of customisation?
Does it involve creating a custom silver light control? Or is there something out of the box?
By default you don't have anything to accomplish that. To extend user interface of CRM you have recurring to WebResource, there is two types of WebResources that you can explore html or Silverlight. For me the best option is Silverlight.
You have some generic examples here:
http://blogs.msdn.com/b/crminthefield/archive/2011/06/23/how-to-create-a-silverlight-web-resource-that-interacts-with-crm-2011-forms.aspx
http://msdn.microsoft.com/en-us/library/gg328358.aspx
You have some examples of grids:
http://ankit.inkeysolutions.com/2013/01/crm-2011-lookup-functionality-in.html
If you need interact with CRM Database:
http://msdn.microsoft.com/en-us/library/gg309558.aspx
http://community.dynamics.com/product/crm/crmtechnical/b/crminogic/archive/2011/07/27/json-and-silverlight-with-odataservice-in-crm-2011.aspx
Nowadays the technology used would be editable grids, javascript. Silverlight is dead.