I'm new to CRM , now i just want to add a sample button named as sample in Ribbon, i have exported "customized XML" , from here how to add custom id , command id etc.
There are a couple of walkthroughs which should be able to help you with this:
this one
this one
and this one
There are also tools like this one on CodePlex which can help you do it in a graphical fashion rather than messing with the XML.
Warning, opinion ahead
I remember when I was new to Dynamics CRM that what helped me initially was working with tools from the community until I got my head around things and could dive into more of the guts of the platform. It might be worth going through a listing like this to see if there are things that can help you on your CRM journey.
Related
I have noticed in Microsoft CRM Dynamics that the search does not work properly. For instance, if I am in the Active Contact view and I look for any contacts by the first name sometimes it shows up. On the other hand sometimes it cannot find the contact however if I do look them up using their last name it finds them. I know for sure that the contacts are active because I can see them.
Can someone explain to me what is happening and why?
Thank you :)
This happens because everytime you enter in search box Quick Find View is used instead of your current. Check this article - http://crmbook.powerobjects.com/basics/searching-and-navigation/searching-crm/
We had the same problem after launching Dynamics CRM 2015. Our consultant wrote a script to re-organize the search-indices in the CRM database. The DB-server runs the script in a weekly job and our seach works as expected.
Sorry, that my answer is not quite specific, but it should give you an idea. Try this link for a start: https://technet.microsoft.com/en-us/library/dn919650.aspx
The question is almost asked in the title but some more detail:
I've created in a Power Pivot Gallery a connection to my Tabular model and a Power View report. The report looks great, I think Power Pivot/Power View is a pretty cool technology, etc. etc.
I look at videos like this and I see a gorgeous report without the ugly frame and I can't help but think... how basic is this? The best I can do so far is putting a link to the report in a web page Web Part and it looks hideous. I want this to be part of a dashboard, if possible, though a Power View report already kind of fulfills that function.
Not only that, but my google-fu is failing me. There's tutorials for putting up PerformancePoint stuff for a dashboard but I can't find a step by step for this.
I know Sharepoint questions are frowned upon it seems but that SO sub-domain seems dead. A link to a tutorial or a basic explanation should be more than enough.
Very good question! I'm also trying to do this and I can't find a good tutorial either, not sure if this will help but here's what I have so far:
Step 1
Site Settings > Manage Site Features
Enable BICenter Data Connections Feature
Enable PerformancePoint Services
Step 2
Site Contents > add an app
Add DataConnections Library for PerformancePoint
Add PerformancePoint Content List
Step 3
Go into your instance of PerformancePoint Content List
Click PERFORMANCEPOINT in the ribbon
Click Dashboard Designer
Step 4
This is where the blind leads the blind, welcome to the bleeding edge!
So inside Dashboard Designer on the left panel (Workspace Browser), you should see the instances of DataConnections and PerformancePoint that you just created. Select the DataConnection. At the top you'll see Home/Edit/Create - click Create then Data Source (which might be the only choice currently enabled, it is for me).
Now you can choose to import data from SQL, Excel, a SP List, etc...I've tried several options but no matter what I do, I get this error message: "Cannot connect to PerformancePoint Services. Contact the administrator for details."
Hope this will at least point you in the right direction for now. If I can solve that error and continue on, I'll come back with more steps for you.
I am new to MS CRM 2011. I want to call "Find Available Times" function problematically to know the nearest availability of resources,facilities and sites. The similar functionality provided by on schedule activity page. But i want to call this function from code. can you guys point me in right direction for solving my purpose. Does CRM sdk provides this kind of functions?
Ok, i googled about this, and it seems that SearchRequest of ServiceAppointment Entity will work for me according to MSDN ( http://msdn.microsoft.com/en-us/library/gg328326.aspx ), but in silverlight application it is not working coz to work with the example i am supposed to add "Microsoft.Crm.Sdk.Proxy.dll", but the silverlight application does not allow me to do so,
Any ideas freinds!!
Any one who is searching the answer of the above question can find it at
SearchRequest and SearchReponse Classes are not present for silverlight application in CRM 2011?
Hope this helps to people like me.
I need to make a lot of modifications in MS CRM customization. Some of these customizations could be made in web-interface, dome of them need to be hacked in plain customization XML file.
Even more, I'm not the one who is making changes: so I will be required to merge these changes done by one person in web-interface and by another one in plane XML. But MS CRM automatically produces quite big and fairly readable customization file where it's impossible to understand which changes belongs to what.
Is there any tool to make this editing a bit easier? Maybe someone faced with such an issue already and have their own solution for that? Maybe converting to YAML or JSON, editing and then converting back?
Any best practices?
Actually, there is an answer. Right from Microsoft itself:
Use the SolutionPackager Tool to Compress and Extract a Solution File
This tool provided as part of standard MS Dynamics CRM SDK and enables developer to split customization files on pieces and then combine it back again.
But, frankly speaking, on MS Dynamics CRM 2011 Rollup 10 SDK it's broken: in some cases it is unable to split solutions and is unable to combine them back in all cases.
Well wont everyone be loading their customisations into CRM to test them? In that case you can let CRM merge the changes and you can just take an export.
If they are working in separate environments then use CRM solutions to import the customisations into a single environment.
For the life of me I can't find any documentation on how to See the Work items in the new "my work" feature in 2012. I want this to ultimately be in a SSRS report.
I've looked everywhere in the warehouse as well as sql db. I've also looked for documentation and can't find any. I have also looked at the object model and although I can find traces thereof there isn't nearly enough to let me know where I can find this.
I think this is an excellent dashboard to see what my developers are currently working on, any suggestions as to where I can look?
By default this is meant for your personal work items and not for monitoring all your developers work items. However since it is query based you can modify the query based as per your needs. Click the Open Query under any of the categories in your My Work pane and modify it to whatever suites you.