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:
Related
I have configure SharePoint site in my local system, While I am going to create forms I am getting error
SharePoint Designer deprecated please check these two articles:
https://microsoft365.today/microsoft-365/powerapps/sharepoint-designer-feature-deprecation/
https://learn.microsoft.com/en-us/sharepoint/what-s-new/what-s-deprecated-or-removed-from-sharepoint-...
You could try to follow some advice mentioned below:
Step 1: Create a new list item on your list. If it works, go to step 2. If doesn't, check our list columns (or content types of that list) - specially calculated fields and lookup fields.
Step 2: Create new custom form by SharePoint Designer 2013. If it doesn't work, try to clear SPD cache in location:
c:/Users/[your current user]/Appdata/Local/Microsoft/WebsiteCache
Reference:
Could not save the List Changes to Server in Sharepoint 2013
Here are another similar thread you could have a look:
"could not save the list changes to the server" in designer
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).
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.
Can anyone tell me if it is possible to update a sharepoint document field from a CRM2011 workflow?
Thanks, Nuno
Yes. In order to do, within the context of the CRM2011 Workflow, you would need have a reference to the SharePoint url, and the item that you want to update. you would also need to have access to the SharePoint environment.
this would have to be done in a Custom workflow assembly or an asynchronous plugin.
If you add more detail to your question, I may be able to give you a more detailed answer.