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
Related
I was experimenting with MS Flow in Office 365, trying to automatically extract info from excel files. However, it turns out we made some "design error" in our sharepoint structure.
We have multiple central document libraries that are only linked to the Onedrive for Business environment and not connected to a Sharepoint site. (The latter turns out to be necessary for MS flow.) Is it possible to link existing document libraries to a sharepoint site?
EDITS:
Some background: within onedrive for business we have created multiple document libraries. See the screenshot below (blacked out are the ones we created).
Screenshot of Onedrive for Business "Site Contents"
Using MS flow I want to extract info from some of the Excel sheets in those doc libs. However, when using the wizards, I can only access files in document libraries that are created from a Sharepoint site (mine were apparently created directly in the OnedrivefB environment) or the main document library from OnedrivefB (as shown below; when choosing Onedrive, the File wizard only shows the files in the 'Documents' doc lib as also listed in the previous screenshot. Screenshot from Flow wizard
Elsewhere, I was told I should connect the document libraries we created to a Sharepoint site. But this person couldn't tell me how... Other suggestions are of course welcome as well!
Thanks, J
For completeness:
Step 1 in the wizard, showing sharepoint sites and onedrive for business
Step 2 in the wizard, showing options when choosing for OdfB
Step 3 in the wizard, only showing files from the document library called "Documents" in the first screenshot
A screenshot from one such document library with the Excel I am trying to access
Both OneDrive for Business and Sharepoint sites can be connected to MS Flow. If you are looking for the connection with OneDrive for Business, check the below link for triggers and sample templates
https://us.flow.microsoft.com/en-us/connectors/shared_onedriveforbusiness/onedrive-for-business/
Sharepoint -
https://us.flow.microsoft.com/en-us/connectors/shared_sharepointonline/sharepoint/
EDIT:
To access an Excel file in an OneDrivefB folder, browse and select the excel using file option. It will list all the folders in your OneDrive library.
.Second screenshot which you attached is sharepoint assets. they cant be linked to OneDrive. It can only be linked to sharepoint sites
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.
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");
I have a CRM 3.0 that I migrated to CRM 2011. Now, I want to import all the reports from CRM 3.0 to CRM 2011.
I know I can download the report as a RDL file and create a new report from existing file in CRM 2011. The problem with this solution is that I can do this one by one.
I would like to know if there is a way to do this in batch? If not, is it possible to create a new report using the SDK and the RDL file? If so, I will code an app to achieve this..
You can use SDK to create reports. Have a look at sample code on Technet. It creates new report record and publishes it for use. All entities involved in report storage are described here.
In CRM 2011 you can use DownloadReportDefinitionRequest to get actual rdl file - maybe it is also available in 3.0, so you can fully automate transfer.