Hi Darshani, Check this, ribbonworkbench.uservoice.com/.../76681-hide-a-standard-out-of-the-box-button-based-on-a
↧
Forum Post: RE: Enable/ Disable Button Based on User security role.
↧
Forum Post: RE: Add attachment field to my custom entity (only single attachment) with upload button in online CRM
You can add html button using html web resource and through you can open same file browse dialog (you can see that code from ribbon diff file for entity which has notes enable) that we used to get while adding attachment, it will attache all the attachments done under notes. Thanks
↧
↧
Forum Post: RE: [Document management] Related view of SharePoint Document entity stopped displaying custom column value in CRM
I have received the following information from the MSFT team on 30/06: Resolution ========= The issue was investigated by me and submitted to the dev team with a proper fix resolution. The dev team has accepted to fix this bug and they are now in the development process. The fix will be delivered following the rollup release vehicle that actually is targeting crm 2015 ARA UR2 but I need to follow up with the dev team to get the confirmation and possible ETA about when the fix could be released on the Crm Online tenant. As soon as I will be able to share am ETA about the fix request, I will follow up with you asap.
↧
Blog Post: Create and Display Entity List Views in Adxstudio Portal for Dynamics CRM
Adxstudio portals provide a very efficient way of displaying system and custom entity views of Dynamics CRM in portal pages. It also provide a number of customization and configuration options which we’ll see in this post step by step. First of all we need to create a web page which will display this entity list view in the portal. For this go to Portals > Web Pages and click New. Enter the details as shown in the screenshot below Now we need to create the Entity list. For this go to Portals > Entity List and click New. You can add as many views as you want and they will appear in the drop down just like Dynamics CRM. Enable the search and enter a placeholder in the text box as shown Now we need to assign the newly created web page to the list. For this go to the Web Pages tab at the bottom and click on plus button to add an existing page. You can also add a custom java-script code for any type of customization. For example we would like to highlight any row which contains an empty cell. For this go to Options tab in bottom and enter the following code in Custom JavaScript section. $(document).ready(function(){ $("#EntityListControl td:empty").each(function(){ $(this).parent().childern().css('background', '#ff6666'); }); }); Note: The Adxstudio support JQuery by default so you don’t need to do anything for adding JQuery reference. Save the form and browse to your newly created page in the portal and you will see a entity list as shown in the screenshot below. And that’s it you have successfully created an entity list in the Adxstudio portal.
↧
Forum Post: RE: How to Run workflow based on custom condition
Yes, this is one option. I am also trying to write custom workflow which will read the configuration and then will return the value. This custom workflow can be used as a step in an on demand workflow. If the value is satisfying conditions, then the workflow can be started.
↧
↧
Forum Post: RE: Use a used Domain name for CRM Online
No problem! I hope that Microsoft will be able to help you out
↧
Forum Post: RE: JS not working on CRM Mobile apps
hi , Did you use if (Xrm.Page.context.client.getClient() == "Mobile") { your code } in you js code Regards, Nithin
↧
Forum Post: RE: Mass Calculate Rollup Jobs stuck on "Waiting for timer"
This is not normal behaviour for a rollup field. Rollup fields are normally recalculated every hour. Only the initial calculation takes place about 12 hours after you create or edit the field. Can you reschedule any of the stalled jobs? Can you edit the field definition to force the mass recalculate job to run and hopefully restart the whole process? (For example add something to the condition that is always true such as Account: Name contains data, save and publish, then remove and re-publish).
↧
Forum Post: RE: CRM 2013 workflows not working and cannot export any solution
A bit late, but I had the exact same error today and I thought sharing my findings might help others that searched for this error message. I had some new custom code in a plugin when I started seeing this error. I checked the GAC and sure enough, someone had GACed the Microsoft.Crm.Sdk.Proxy.dll file with a lower version than the SDK and the server version. Once I removed this file from GAC the error message went away. I keep telling my dev and ops colleagues to not GAC any of the SDK-files. It will mess with you time and again. If you need to debug this, use Process Explorer (sysinternals) to find where CRM is loading the DLLs from. If you see c:\windows\* in there somewhere, you have an issue.
↧
↧
Forum Post: RE: Project service automation
It's hilarious, i have to base a customer project only with personal assumptions and speculations. How or where can i found an OFFICIAL answer fro m Microsoft? Thank you so much.
↧
Forum Post: RE: CRM Goals and Associated Views
A screenshot of the Goal configuration main screen would help (the "Goal" tab of the screenshot you have here). Your custom entity "Opportunity scope" - is this a user-owned entity? Does the correct salesperson own the Scope records? Is your goal configured to only include records owned by the same person as the Goal? Are you using rollup queries to filter this in some way as well? The view you refer to is showing which records match the Goal configuration - these are the records used to calculate the Actual (or In-progress) values. They are not the records associated with the salesman, they are the records associated with this Goal. It sounds like you need to configure your Goal so that these end up being the same.
↧
Forum Post: RE: Why do I need IFD?
If you are doing this for a customer, then the first and most important reason should probably be that this is not a supported configuration. Also, you should not need to expose AD authentication directly out to the internet. You need IFD for the mobile apps (even if used on the LAN). More and more customers are starting to look at the tablet app as a primary option rather than the browser (for some use cases), and lots are looking to the revamped phone client which is now a much richer experience thanks to custom mobile controls, mobile task flows etc. Out of interest, if this is a new installation, why are you going with CRM 2016 rather than 2016 update 1? Why miss out on lots of great features from day one?
↧
Forum Post: RE: Update a custom field in a Dead/Lost Opportunity
There is something wrong in the flow of your logic - as you say, if the user cancels the process then the whole workflow will roll back and leave the wrong flag. On this occasion, Andrii is wrong. You can update closed Opportunites in workflows, or by exporting and reimporting data, and I assume also in plugins. You can't do this with closed Activities, Cases, and some other entities (eg Contracts, I think Orders and Invoices might get locked too).
↧
↧
Forum Post: i need Javascript code for this field
in the buisness hours field i am having 8 hours in dropdown list.. i need 9,10,11--24 hours after 8.. what will be the javascript code..any sugesstions will be helpfull as its urgent
↧
Forum Post: RE: How to create sites in Sharepoint using CRM online?
Hi, You could check this MSDN page: msdn.microsoft.com/.../jj164022.aspx . There's a heading 'Creating a site with REST' which gives you a method for creating sites in SharePoint with JS trough REST. I do think you might run into authentication issues, depending on where your environments live.
↧
Forum Post: How to get the email id of new created email from a workflow step in custom workflow?
I am working on a workflow where I need to get the email id of a new created email in the previous step of Workflow, which I am planning to use to pass as Input Parameter to a custom Workflow. Here is what I am trying to do. In custom workflow I am trying to retrieve that Email Id. [Input("SourceEmail")] public InArgument SourceEmail { get; set; } String sourceEmail = SourceEmail.Get (executionContext); But instead I am getting empty string. Any idea how can I get this ?
↧
Forum Post: RE: Create a Report through SQL Server/PowerBI/SharePoint/JavaScript Library to External User w/o License
Depending on your needs, you can use several of the options above. - You could use SQL/SSRS if you have access to the database. Then you can have real-time updates without the user needing to have access. Although I'm not very sure if this is supported with the license. - You could use PowerBI desktop te create a report and publish it, with the data. The only downside is, if you need new data, you need to refresh and republish it. Otherwise you would need to have access to CRM if you're using CRM online.
↧
↧
Forum Post: How to pass user credentials from CRM 2013 to IFrames with Microstrategy dashboard
Hello all, I want to embed IFrame which calls Microstrategy url into Dynamics CRM 2013. How to enable Single Sign On for Dynamics CRM so that the credentials are passed from CRM to Microstrategy. I don't want the user to see a new login page when they want to access Microstrategy dashboard (a BI reporting tool) inside the IFrame. Please share your experiences. Thanks, Anusha PT
↧
Forum Post: How to hide 'Word Templates' button from all Entities?
Hi, Can we hide 'Word Template' button from all entities in CRM 2016 on prem env. We dont want to use Ribbon workbench as we need to change the ribbon of each entity to hide this button. i also have tried it though security role but its still visible. So please suggest me the way to hide this button. Thanks
↧
Forum Post: Can we send SSRS report in PDF format automatically in CRM Online?
Hi, We have a requirement where we want to send SSRS Report in PDF format to some users on weekly basis. Is it possible in CRM Online? Appreciate your help. Thank you.
↧