I need to Customize the information Area in Ms Dynamics CRM.
Which means i need to Add one more link after that General,Administration,then I need to add new Link in campaign new Form.If I click that Link i need to open new form.How to do this in microsoft Dynamics CRM 2011.
That area is reserved to list the form tabs, is not possible to customize.
But you can add a link just under Common, use the form editor and edit the navigation section, you can add a link to a Web Resource or to an external link
Related
I'm currently working on a registration form for a conference. I made a form for the SharePoint list using the PowerApps link in SharePoint (web). I published the form, and now I can't find it on the PowerApps site when I go to open applications for editing. I can edit the form using the edit link in my SharePoint list, but I'm unable to find it anywhere on the PowerApps website... Any ideas?
Did you use the "Customize forms" option or "Create an App"?
If you used the former, then your app will not be listed if you try accessing it through the Powerapps site or Mobile App.
There is a difference between these two. Customize form is specific to the list while create an app creates a new app for you on powerapps using the Sharepoint list as the datasource
I'm out of answers here.
I have an online build of CRM 2013 which is integrated with SharePoint.
I can view, upload and edit files for an example Organisation (OrgA) but there is another for which I can't (OrgB). OrgA has a document location setup but OrgB does not so I used the Add Document Location wizard to create a folder, but it hangs at the creation part. I have browsed the ShapePoint client and the folder has not been created.
I have looked in Document Management Settings and the entity I want is ticked so I clicked next and I can see that the SharePoint URL is valid but I get the following warning
"Microsoft Dynamics CRM List component is not installed.
Install the List component to enable SharePoint to automatically create a hierarchical folder structure on SharePoint for Microsoft Dynamics CRM records. The List component also enables you to get the appearance and behavior of a Microsoft Dynamics CRM list."
If there is a missing component then how did my predecessor (this is only my 2nd day) set up the integration for OrgA and if it is not needed, why can't I create the folder for OrgB through CRM?
Thanks in advance
One of the limitations of CRM SharePoint integration is the ability integrate multiple CRM organizations with a SharePoint application in the same farm.
Source
If you use Microsoft SharePoint 2013, for each SharePoint farm, only
one Microsoft Dynamics CRM organization can be configured for
server-based integration.
So in your case it is either OrgA or OrgB, can't have both integrated to the same SharePoint server.
As answered in other questions you can't use the free Sharepoint Foundation 2013 for document management in MS Dynamics CRM 2013.
So I ask if there is a (good *) way of using document management in Microsoft Dynamics CRM 2013 without using Sharepoint?
(* good = easy to understand for non technical users and not too complicated to manage)
I search for a way to attach all kinds of documents to different entities like:
- pictures to accounts (not profile picure)
- PDF documents to account
- ...
I know you can use notes.
I'm a bit confused because there are attachments on entities like email.
Can I integrate these attachment-functions on other entities like accounts?
edit 18.12.2014
Yes, you can use Sharepoint Foundation, we make it work (SP Foundation 2010).
I can use documentmanagement with sharepoint, but not automated because the crmlistcomponent is not working.
Maybe someone from here can help me over there:
My Question on Sharepoint stackexchange site
The attachments mechanism isn't available for common customizations, sadly. Microsoft wants us to use the notes... Except maybe ("maybe" as in "I never bothered to check due to the monstrous amount of hoops to jump through while having almost no benefits") for activity entites.
That said, you can use SP 2013 Foundation for document management, if you want. Here's the step-by-step guide. We deployed a CRM 2013 + Document Management based on SP Foundation just a couple of days ago following these steps.
To Run the Microsoft SharePoint Foundation Sandboxed Code Service, follow the below steps.
SharePoint Central Administrator
Under>> Service Applications
Manage services on server
Look for>>Microsoft SharePoint Foundation Sandboxed Code Service is running
Start the service
After completing all the 5 steps
To Install List Components in SharePoint
Go to Site Settings
Under>> Web Designer Gallery>> Click on “Solutions”
Click on Upload solution
and Click on Activate
To Set Broser File handling to Permissive
Go to SharePoint Central Administration
Application Management
On the Ribbon click onthe General Setting
Web Application Generation Setting pop-up window will appear
Scroll down to look for Browser file handling >> Select >>Permissive
Click Ok, save settings and restart the server/IIS
try to Activate the List compoent
Ensure the after successful activation will enable the Deactivate button.
Sometime it is very annoying you need to do several click to get this working.
Go to CRM and add the URL into Document management, all will work fine.
FYI the "CRM 2013" list component retains the 2011 look-and-feel.
With MS Dynamics CRM 2012, is there a way of adding tracking codes to the end of each of the links within the email?
So we can identify which contacts clicked on the links to our website.
Not out of the box.
But CRM is xRM, so you can do this multiple ways. Probably the easiest that comes to mind is to modify the email template to include the GUID of the recipient in the URL as a parameter. Then inside your website (where the link directs to), log the visit based off of the GUID parameter.
Have any of you done a MS CRM 4.0 and SharePoint integration. Any Pointers? I am new to both the CRM and SharePoint.
After a little more research, Id like to refine my question. I basically want to use IFRAME to add a SharePoint tab that will show the SharePoint page that I have created. Any hints on how to do that?
Also how would I get access to the CRM data fields in SharePoint. i.e. if I add a file in SharePoint, I want it to have all the metadata from the CRM property page.
CRM <-> SharePoint integration is very common. The MS CRM blog is a good place to start for pointers:
MS CRM Blog post tagged with SharePoint
Also, the Dynamics CRM Virtual PC demo image has some SharePoint integration in it, where it shows pages from SharePoint in CRM. You can download the VPC from here:
Microsoft Dynamics CRM 4.0 Virtual Machine
Once you have the VPC started, as I recall there is SharePoint integration on the Account entity - have a look in the onload event of the Account form in Customizations.
Regarding your question in how to utilize IFrame to display custom .ASPX solution, you can refer to these posts :
Microsoft Dynamics CRM IFRAME Magic
Hope this helps