I Want to Show custom welcome screen when a user logs in to Dynamics CRM 2016. I searched and i just got how to disable welcome screen tour but i couldn't find how to show my own custom screen (message or HTML).
Any help is appreciated.
Thanks
Make a dashboard with a single large HTML web resource.
Place your content inside that HTML web resource.
Set that dashboard as the default for new users. Display a specific dashboard by default for a specific user role
You can also add your welcome page as HTML web resource, add its link to your sitemap and set this sitemap subarea as a default tab for every user.
EDIT (detailed description):
Create custom HTML web resource and publish it in CRM.
Edit your sitemap to contain link to newly created web resource. Sample configuration below:
Sample
In my case my web resource HTML name is "new_welcome.html"
Go to user's personal options and set your new site.map position to be your user's default tab. You may do this with CRM interface (separately for every user :()) or with the tools for personal options mass update (for example with User Settings Utility from XrmToolBox)
Sample results of above mentioned operations:
Solution of you problem is Announcements.
Its easy to configure and easy to circulate the information across all the users.
Follow the below links for more information about Announcement,
https://www.microsoft.com/en-us/dynamics/crm-customer-center/broadcast-announcements-to-an-entire-organization.aspx
I would suggest not to use announcements because of the following reasons:
It is legacy functionality from CRM 2011 version.
It does not support rich text formatting or html components, images, etc.
You still need to create custom web resource to present it to the end user (so from the work effort perspective it also does not make sense)
Related
https://azure.microsoft.com/en-us/updates/new-azure-api-management-developer-portal-is-now-generally-available/
Extensibility—The portal comes built into every API Management instance (excluding the Consumption tier). If you wish to extend the portal’s core functionality (for example, create your own widgets to fetch data from other sources), fork the GitHub repository, implement the code changes, and self-host your own modified version of the portal.
Is it so that we can't do custom widgets on Azure hosted Developer portal? If so, then this is a backstep from the legacy portal as there we could write custom HTML and JS to get custom features.
I believe still there are couple of things you can do.
Home page
The default Home page is filled with dummy content. You can either remove the whole sections with the content or keep the structure and adjust the elements one by one. Replace the generated text and images with your own and make sure the links point to desired locations.
Layouts
Replace the automatically generated logo in the navigation bar with your own image.
Edit the content of the portal, customize the website's look, and publish the changes.
Please refer https://learn.microsoft.com/en-us/azure/api-management/api-management-howto-developer-portal-customize and let me know how it goes
You can submit a pull request to the repository.
If you create a custom widget and this will be useful for many users it can be included in the default set of widgets.
I want to customize the SharePoint 2013 online(office 365) "About me" linked page (personimmersive.aspx) to a custom look and feel.
Even clicking on any SPUser name, for ex in a list item modified by is "John Smith" if we click on it goes to about me page.
This page resides under mysite but I cannot see this page is SharePoint 2013 designer to edit, but modifying SharePoint pages in designer is not always the best way.
Can I just create a new page and redirect all Profile page request to that custom page?
IF I create app parts and edit the page I cannot edit the top portion of the page.
redirecting may not be a feasible approach, specially on the online versions
you can try to take advantage of web parts and css to do what you can
The biggest change is that you can’t edit the entire top portion of
the page. These used to be in a web part zone, and you could choose to
add/remove the web parts. Now they are fixed, with no ability to move
them around or change the parts.
We had removed the Activity Feed web part previously because we were
using Yammer newsfeeds and group feeds embedded throughout the site,
and this part always showed “No activities”. Now this is back again,
with no way to remove it, short of editing the page in SharePoint
Designer.
There are still web part zones on the bottom, but really the problem
is no control over the display of most of the top of the page.
http://weshackett.com/2014/04/office-365-new-profile-page/
There is personImmersive.aspx in SharePoint Designer, you should be able to find it in All Files. Just make sure you connect to [your_domain]-my.sharepoint.com instead of [your_domain].sharepoint.com.
you can't customize the page completely.However you can add custom web part and custom css to change the look and feel to a great extent.
#tiago duarte you can still remove the activity web part.This can be done using script editor webpart and hiding the complete block/div.
I've developed with WPS and WCM for several years and now I am also learning Liferay. I can't help but compare the features and I understand that in Liferay some things are done differently.
I would like to know the best practices to manage the following simple example:
A simple page with a carrousel with several images and links
Google analytics inserted in the page (Reusable in most pages)
The following is how I'd solve it in IBM WPS:
A HTML component with the Google Analytics code that is called in every page (I can't find how to do this in Liferay)
A content definition of an image and a link.
Create several contents for each image and link.
Create a menu that shows the list of content in the form of a carrousel (I can't find how to do this either in Liferay)
I am aware that Liferay has a list portlet and content that has repeatable items. I know I could use these, however its much more usable if I can have on content for each image/link and one reusable HTML snippet of code.
How should I solve this in liferay in the most efficient way?
Thanks!
You have to use Liferay Web Content portlet for creating the carousel. This is available in Control Panel. For your particular requirememnt you have to create a dynamic web content, which involves using of Velocity language and javascript to iterate over a set of images. Infact if you see Liferay's website, the home page has this kind of stuff.
For Google Analytics there are two ways. Liferay is not just meant for creating one site, it caters creation of multiple sites. Each site has a group of pages. You can create site from Control panel again. In the site settings you have this option to add google analytics id. So with each site can have different google analytics id.
If you want to do it at a global level, we add the google analytics script snippet in the Theme of liferay.
To get a better understanding of all the jargons used in Liferay, you have to atleast go through Liferay's documentation. And while going through it you have unlearn what you have previously learned. Liferay has hell lot of features than Websphere portal.
http://www.liferay.com/documentation/liferay-portal/6.1/user-guide
I have developed a publishing portal in sharepoint.I have a requirement wherein I need to create sitemap for the entire web application.
This should be dynamic, in the sense, whenever we update the contents of any given page in our web application, it should be reflected immediately in the sitemap page. What are the possible ways to achieve this and which is the best possible solution considering the scalability and easy configuration?
Thank you.
If you don't want to use a custom webpart, you could use normal navigation list to create your sitemap and it is automatically updated. You only need to style it in a way to resemble some kind of sitemap.
Here are some links to get you started with customizing your navigation:
Custom Navigation in SharePoint - The Full Monty
How to: Customize Navigation
Also there is the portal site map which provides the data source for your custom menu. Just read up on custom navigation and stuff like PublishingNavigation:PortalSiteMapDataSource and SharePoint:AspMenu.
There is a nice PowerShell script to create a sitemap for SHarepoint 2010, if you want to submit your sitemap to Google: Generate A Sitemap For SharePoint 2010 Using PowerShell'.
You can also install and customize the SharePoint Web part ("Table of Contents") to your liking. Read up on it here...
Take a look at our ECS product, it is close to what you need
http://www.infowisesolutions.com/product.aspx?id=ECS
It was built as a system of cross site collection navigation, with security trimming and permissions inheritance between site collection.
When I create a new link in quick launch bar in any site, the link is static and is always visible even when a user may not have privileges to view that document, or the document library it is in. When any document library has a link in the quick launch (via the document library's "Title, Description, and Navigation" setting), the quick launch link is subject to permissions and will not display in the quick launch if the user does not have permissions to see that document library.
Is there a way to achieve that same functionality to have my static URL to a document be subject to the same 'visible if user has permissions to view that document' action? Possibly some way to add a link on the SharePoint quick launch for a document much the same way I can add a quick launch link with a document library?
You should use audiences to achieve that. Audiences allow you to target groups of users with specific content. This feature is only available with Microsoft Office SharePoint 2007, it does not exist on Windows SharePoint Services.
You should stick to audiences if possible, but you could also solve the problem by:
creating a custom quick launch as a server side control
creating a JQuery script to check permissions and update quick launch (not recommended)