I want to create a sub grid that allows users to enter new entity.
It should have fields where user can click and enter data
Is it possible to have one in CRM
This is not how Dynamics CRM works natively but there are third party add-on solutions to provide inline editing features.
CRM online 2015 and 2016 now have an "edit in excel" feature which also provides similar functionality.
Related
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.
I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.
When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).
Please help me to find a way to copy all this stuff from Contact to Lead.
You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.
You can start from here:
http://msdn.microsoft.com/en-us/library/gg328515.aspx
Another way that you can do this is to simply reference the notes from the Lead in the Contact, Account, or Opportunity entities using an IFrame and some JavaScript as described in http://030bacf.netsolhost.com/WordPress/?cat=69 . Depending on how many records you have, potentially this could even be a better solution since you are only keeping one copy of the notes which will help keep the size of the database more manageable and performance better. Or you could use this solution for the notes and the solution recommended by Guido for the Activity records. I had to make a change to the URL used for CRM 2013 and have copied that part below.
//src="/"+context.getContext().getOrgUniqueName()+"/_controls/note/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
// change to this for CRM 2013
src=serverUrl+"/"+Xrm.Page.context.prependOrgName("/_controls/notes/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");
Is there any way to export/send a vcard of the contact from MS dynamics CRM 2011?
I met some builts for CRM 3 and 4, but there hasn't said anything about CRM 2011.
thanks in advance
This was mentioned in a comment, but you can do this using the Microsoft Dynamics CRM for Outlook client. This will allow you to synchronize the contact records that a user owns and once they are synched to Microsoft Dynamics CRM for Outlook, you can export them out as a vCard using the steps below, noting that these steps come from this KB article, https://support.microsoft.com/en-us/kb/290840 . Although this KB article was written for older versions of Microsoft Outlook, the steps will still work in newer versions of Outlook.
How to create a vCard
Use the following steps to create a vCard:
1.In a Contact folder, click to select the contact for which you want a vCard.
2.On the File menu, click Save As.
3.In the Save file as type box, click to select VCARD Files (*.vcf).
4.In the Save In box, select the folder where you want to save the vCard file, and then click Save.
This creates a vCard file with the same name as that of the Contact.
Another good reference with videos of creating and exporting vCards is in this support article - https://support.office.com/en-us/article/Import-and-export-vCards-to-Outlook-contacts-9af7e16e-61e3-45f4-8c19-a3842333005a . There are ways to add buttons and commands to create and export out vCards from Microsoft Dynamics CRM directly, but I'd just use the built in functionality that comes with Outlook (which is the base of the Microsoft Dynamics CRM Outlook client) as it is quick, easy, and something users are likely to adopt without needing to spend extra for development time.
There is nothing out of the box that I am aware of. When you say builds I assume you mean code. If so, you might consider writing a Plugin which integrates code from the these two links:
Sample: Send an Email
http://msdn.microsoft.com/en-us/library/hh210217.aspx
.NET vCard API for creating and parsing vCards
http://www.codeproject.com/Articles/16030/NET-vCard-API-for-creating-and-parsing-vCards
I have implemented the feature illustrated in the video http://screenr.com/LgS7 (Salesforce).
Now I need to the same in Dynamics CRM. I have been through many contents about Dynamics and I am getting familiar with it but still struggling to find my way through to complete this specific task.
How can I achieve such a time tracking tool in Dynamics CRM? Should I do it by creating a plugin, custom actions or both?
You could do it only with Javascript and some ribbon buttons.
Here is an article that explains a bit JavaScript with Dynamics CRM. It's based on SOAP and REST.
Use JavaScript with Microsoft Dynamics CRM 2011
The method I suggest is that you make 2 ribbon buttons equal to the buttons in your movie. and then add a JAvascript file containing the logic behind the buttons to the form of the entity you will be using.
Here is a link to add ribbon buttons to the ribbon in Dynamics CRM
Visual ribbon Editor
I have a custom asp.net website wich is called from Dynamics CRM 2011 and I need it to look exactly like CRM 2011 standart window.
I managed to create almost all custom webcontrols which look like they are from Dynamics CRM 2011 except one, the Ribbon.
I triedto take out and clean the HTML from CRM but results aren't very good so far.
Does anyone have any ideas?
I'm not sure what else you can do Grigory - copying the existing HTML would only ever have been a head start anyway I would imagine. These are not especially complex looking objects (some divs with background images and rollover effect). Can't you just hand craft it?
There's no way to reuse the native controls and I'm not aware of anything commercial that you can go out and just buy.