In my MS Dynamics CRM 2016 Online integrated with Sharepoint I want to retrive information about path to record's file folder location in Sharepoint. Depending on it I need to display some information or not. Is there any concise way to just do it in JS? Or do I have to write a plugin and write this information somewhere in hidden field on the form? If so where do I start?
You could create a plugin, and use the following information to retrieve the information you want to find:
https://msdn.microsoft.com/en-us/library/gg309548(v=crm.8).aspx
Then, you can write the information on a field of the form (you can hide the field if you want, it's just a checkbox away).
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I am using sharepoint 2013. I have a page that does not show the document library itself, but has links to documents within it. Next to the link I would like to show the date the document was last modified for each file. See image
The text is not a link, just the PDF is a link to a file with in a document library. They are not all in the same library though, some are on other sharepoint 2013 sites, that I own as well.
Is this even possible? I have been searching for a few days, but have not found anything close to what I am looking to do. Most of what I am finding is related to getting the date in applications outside of sharepoint.
Yes it is possible depending upon the SharePoint api you use and the location of documents.
If using SharePoint JSOM, its possible if all the sites in which documents are stored are is same site collection.
If using SharePoint object model and using correct privileges, there's no limitation whether the documents are is same or different site collections (you may have to use different context objects though)
I have a requirement where I need to auto fill the values in the Add Document Location Box when a User clicks on Documents in the Dynamics CRM 2016. I don't think there is an out of the box way to do this. Any hints or suggestions are appreciated.
I tried creating a sharepoint document location record on creating the record. When I click on Documents, it tries to find the URL for the location and gives an error that the location does not exist. I had hoped that the sharepoint folder will be created once the Sharepoint document location record has been created and associated with the record but that is not the case.
In case you have ever faced this problem, or if you have an alternative solution, please let me know.
Thanks!
In CRM 2016 you can enable server-based SharePoint integration. As a side note, in previous versions of CRM the List Component was required for the functionality you describe, but that is now deprecated.
When clicking on Documents on a SharePoint enabled record, you will see a popup similar to the following after enabling the server-based SharePoint integration:
I have a custom list in my SharePoint 2010 website. When I am adding a new item to a custom SharePoint 2010 list, I want to auto populate data from active directory in the respective fields (other details of the user) when I enter the exact user Id in the first field and I will also like to send the field content as an email.
- I understand that I can do this easily with MS Infopath, however my organization use the SharePoint standard edition which does not support creating forms using MS Infopath and creating a custom webpart is also not allowed by the company standard.
Can it be done through SharePoint designer or any other way besides out of the box options. Will gladly appreciate you guys help..
This cannot be done in SharePoint 2010 without creating an InfoPath form or publishing a solution. You can use a people picker field to get some user data, but you cannot make it fill in other fields. If you upgrade your SharePoint to handle InfoPath, you would connect to the User Profile service to get Active Directory data. If you want to publish a solution, you'll need to set up and learn about developing SharePoint solutions in Visual Studio.
SharePoint 2013 has better javascript integration. If you upgrade to 2013 and still desire this functionality, you should come to the SharePoint SE and search/ask for javascript to scrape the User Profile service and to populate fields by default. It might not be possible, but it would be worth a shot.
In CRM 2011, a CRM user modified a contact information. I can check that through audit logs the changes that the user made.
Now the user modified the First Name and Last Name of the Contact (required fields in CRM) to blank. Now I know that this is not possible through CRM form as the fields are required in the form.
Also there is no JS or any other code written on the form that can disable that required functionality.
I want to know from where these records have been modified in MS CRM.
Also tracing is been disabled in CRM so we do not have logs for this edit :-(
Any help in this regards will be really helpful.
These fields do not need to be updated on a CRM form directly. They can be updated in various ways. Common suspects are:
Custom plugins
Workflows
External parts accessing the Organization.svc or OrganizationData.svc endpoints
In all scenerio's the Business Required constraint is bypassed. In CRM plugins and workflows can actually act on behalf of the user and doing so it appears as if the user modified affected records himself directly.
I am trying to create a word document to be housed the Microsoft Dynamics CRM document library, that when opened, will insert the client name and client address fields from Microsoft Dynamics CRM. The client name and address fields must be those of client currently being viewed.
I have tried attempting this via Macros in Word, but am unable to get a reference to the current sharepoint context in VBA.
Also, I have also tried this with word documents containing List fields, but so far without success.
Does anybody know if what I'm attempting is even possible?
All suggestions greatly appreciated.
Thank you
Im using this one DocumentFormat.OpenXml.dll to create documents, and saving them as notes i guess you should be able do wha you want with it.
http://www.microsoft.com/en-us/download/details.aspx?id=5124