I want to create a custom form in Outlook 2007 and then have that form be the form that comes up when the user clicks New / Mail Message in the toolbar. Is there a way to do that? I know how to create the custom form, but I don't know how to change what the menu item does.
Jon
If you are using an outlook form you can publish it to the Organizational Forms Library and the get you clients to use that new custom form instead of the default out the box form. It a registry change that points it to a new form. There are tools to do this change for you.
A good example http://www.petri.co.il/customizing_new_meeting_request_outlook_form.htm
76mel
There is a great tutorial by Ty Anderson on that located at devx on replacing the standard AppointmentItem inspector with a custom form.
Basically, you need to write code that gets triggered on the NewInspector event and display your form instead and cancel the standard inspector.
Related
I'm completely new to the Dynamics CRM environment.
Within our current implementation, there is a grid which displays a list of current sales opportunities. Within this grid, there is a column for the user which is a link to another part of Dynamics. We want to instead be able to open a new window to another system. How can I customize how that link gets rendered out so that the client "onclick" function can link to a javascript function which will open a new window with the URL we need?
Please see attached:
Snapshot of Dynamics grid
Im afraid that this is not possible with supported customization.
My understanding is that you will keep URL to external system on entity and you would like to be able to open with single click from grid displaying this record?
However, Im not sure if you add this fields as single line of text with format option URL won`t work as expected. If this does not work, you would need a custom grid to display this data.
You can store url in text field with format URL, click on such field will open link in new window/tab.
Is there a way I can execute custom code in c# when a user clicks a button in the CRM application? I would like it a synchronous and asynchronous approach.
Actually something like when putting a button on a webform with a wired code behind click event handler.
And how can I add a button?
I want to display a list of report views the customer has assembled and access the report data in the CRM database.
It seems so complicated with CRM!
Here's an example of a custom workflow with a bunch of XAML. I dont know where they got it from.
Sample: Create a workflow in code
One way to go about it:
Use Ribbon WorkBench add add a button to the form. Only supported way of adding buttons to CRM is by editing ribbon XML.
Add an on click JavaScript Event Handler.
Call an Action which can be used to call a custom workflow where you can perform business logic.
I have created forms in HTML (shown image below), and I want to integrate this form in FullCalendar. This form will show when I wanted to add new event. Can you give me some idea? If possible, can I do this without modifying the plugin?
You could put the form in a lightbox and show it, when the user clicks on a day. Fullcalendar provides an event for this: http://arshaw.com/fullcalendar/docs/mouse/dayClick/
Edit: Or what exactly do you mean by integrate?
Can any one help me to create a ribbon button dynamically in CRM 2011. The scenario is, when we create a record, one ribbon button has to be created dynamically based the optionset value selected in that record. Can we get it work using JScript or Plug-in or Workflow? Enable or Display rules are not useful here and should not touch XML code.
Quick principle: Ribbon Buttons are not a part the record, they are a part of the UI. You can make the UI change based on the record you are looking. Therefore you cannot 'add' a button to a record. You can add a button to an entity form.
Plugins definetly wont work here, they peform logic on the 'back-end'. JavaScript might work but I would expect this to be quite awkward. What you should do is edit the ribbon Xml. Now there is an excellent for editing the ribbon: Ribbon Workbench, this tool make it significantly easier to
edit the ribbon (this is editing the XML but this is the way its meant to be done).
Then I think you will need to
Create a ribbon button for each action.
Then follow this tutorial to enable and disable them: Enable/Disable a ribbon button dynamically based on a form value.
Using a display rule would be the right way to do this.
Create multiple buttons and set their display rule when selected option is equal
to the button's name.
We can get it done by two ways-
Through plug-in:(Note: It won't works in Sandbox mode and consume some time.)
Create one solution and add specified entity to it. Go through the source code here
Export this solution to Temp folder and unzip it.
Edit customizations.xml file to add our own RibbondiffXml tag.
Zip all the XML files and Import it to CRM.
Publish the Customization.
Through XML edit:
Export Application Ribbon, update XML to add button and replace entity name with {!EntityLogicalName} in all the places.
Ex: <CustomAction Id="New.{!EntityLogicalName}.MyButton.CustomAction" Location="Mscrm.HomepageGrid.{!EntityLogicalName}.MainTab.Management.Controls._children" Sequence="70">...
Add EnableRule to enable this button only if Config record exist for current entity.
<EnableRule Id="New.{!EntityLogicalName}.MyButton.Check">
<CustomRule FunctionName="checkConfigRecord" Library="$webresource:new_/Scripts/ValidateConfigRecords.js">
<CrmParameter Value="SelectedEntityTypeName" />
</CustomRule>
</EnableRule>
Create one JavaScript library with name new_/Scripts/ValidateConfigRecords.js which contains function checkConfigRecord which counts config records exists for particular entity. If count is greater than 1 return true. Otherwise false.
Import the ApplicationRibbon Zipped file
I ran into the same problem on Dynamics 365 and found a solution.
RibbonWorkbench includes a feature called "Fly Out Anchor Buttons"
This includes a property called PopulateQueryCommand.
You can use this command to dynamically (using JScript) add menu options to the Anchor Buttons at runtime.
The RibbonWorkbench documentation includes all the information you need to use this feature.
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).