I am quite new to MS Dynamics CRM, and I am working with 2011 on-prem version. I have a requirement where I have to use the in-line editable grid to update the data at one shot. But with some research and try, I figured out that it is not possible as "Out of Box" feature.
I tried finding code related to customized editable grid that can be used in CRM, but most of the time I ended up having a 3rd party control to be consumed. But I would like to understand and if possible build the code for the custom grid control for achieving the editable grid.
One approach could be developing a control out side the CRM and then adding it as addin and consume it. I have some thoughts but did not land up in any proper solution.
Is there anyone who can help me out in understanding/developing the custom grid control myself without using 3rd Party tools?
Thanks,
Ashfaq.
you can do this using silverlight or with jquery with HTML.
Related
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've been hunting all day trying to find some good examples/tutorials on how to pull data into Sharepoint 2013 from CRM 2011. The best thing I have found so far is a SP2010 example, but with VS2012 and SP2013 it seems like so much has changed, and trying to make that tutorial work isn't going well thus far.
I have no experience with SP; with CRM I have used the CrmSvcUtil.exe in the past to generate a class and use that within a .NET app in order to view/update data in CRM. I tried implementing this into my Visual Web Part, but I need to be able to add connection strings to the config file which it doesn't seem are recognized by the web part. I see that I can add a service reference to the CRM Organization service but I'm not sure if/how I can use that to query data. Any help is appreciated, or if anyone could point me in the direction of some good documentation. Thanks!
You have got couple of options.
(1) Use SharePoint 2013 client API.
Consume the client API from your CRM plugin / custom workflow to update the crm data to SharePoint 2013.
(2) Consume SharePoint 2013 webservices from CRM plugin / custom workflow.
I don't think this works in sandbox based solution.
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.
I'm experimenting with creating an add-in for Infopath 2007. The documentation is very skimpy. What I'm trying to determine is what kind of actions an add-in can take while designing a form. Most of the discussion and samples are for when the user is filling out the form. Can I, for example, add a new field to the form in the designer? Add a new item to the schema? Move a form field on the design surface? It doesn't appear so, but I can't find anything definitive.
There is no Object Model for the InfoPath designer.
I believe the closest that you can get is the exposed API for the Visual Studio hosting that InfoPath supports; but I don't believe that this will give you the programatic control of the designer that you'd like.
http://msdn.microsoft.com/en-us/library/aa813327.aspx#office2007infopathVSTO_InfoPathDesignerAPIIntegratingInfoPath2007VisualStudio
Sorry Kevin.
Unfortunatly Bryan is probably right.
And I have tried to make a VS plugin for use with InfoPath development. It is very restrictive and hard to use. Not very effective for quick scripting work.
I have found AutoHotKey to be the best ad hoc scripting tool for use with InfoPath. It doesn't integrate directly with InfoPath, but I have found key+mouse automation to accomplish most of what I have needed.