Consider the following requirements for CRM 2011:
2 custom entities are needed, let's say EntityA and EntityB.
EntityA contains the following fields:
ContactA (lookup on contact)
ContactB (lookup on contact)
Customer (lookup on account)
EntityB contains the following field:
Beneficiary (lookup on either contact or account)
A button must be added to the ribbon of the form of EntityA. When clicking this button a dialog must start where the user can make a selection wether to use field ContactA, ContactB or Customer. When the selection is made and the dialog is closed, a new EntityB must be created and sets the value of field Beneficiary to the value that is selected in the dialog.
Also the form of EntityB must get a new button in the ribbon. When this button is clicked a report on the report server is executed. The report must not be shown but instead a PDF must be generated that has to be attached to an email activity and the email must be send to the beneficiary.
I'm afraid that not all requirements are possible in CRM 2011:
Is is possible to create a lookup on 2 or more entities (like OwnerId that can look up SystemUser and Team values)?
Is it possible to start a dialog from a ribbon button?
Is it possible to use values from an existing entity in a dialog?
Is it possible to instantly generate a pdf from a report to add it as a mailattachment?
The CRM environment is partner hosted, but CRM is not sandboxed and local resources can be used.
An other option that comes to mind is instead of creating it all in CRM 2011, to create an external webapplication to overcome some of the bottlenecks. Would this be a possibility or is it just a bad idea?
Thanks for your advise!
Is is possible to create a lookup on 2 or more entities (like OwnerId that can look up SystemUser and Team values)? - Answer: No. Check this link. But you can solve this with two lookup fields and one option set which will be filter field.
Is it possible to start a dialog from a ribbon button? - Answer: Yes. You have a lot of articles on this topic.
Is it possible to use values from an existing entity in a dialog? - Answer: Yes. You can use values of selected entity, for which you are start dialog. Also check those links for creating dialogs.
Is it possible to instantly generate a pdf from a report to add it as a mailattachment? - Answer: I don't have experience with this, but some articles says that it is possible. Check this two posts.
I hope this will help :)
Related
I have an Incident entity in CRM 2016 that has an ownerID which relates to a User entity. On that User entity, I have a Location field, which is based on a global option set.
On my Incident form, how would I be able to automatically populate a location field, based on the owner that's selected?
If you just need to show the value you can create a Quick View Form and put it on the form.
If you need to copy the value, because it's a lookup, you can create a Workflow that will copy the value when the record is created or reassigned.
Or - Adding to Guido's Answer - if you want the user to be able to see the value on the form when it loads, you'll need to use the Rest API to query for the Location value of the owner. Use the FetchXmlBuilder for the XrmToolBox to generate the URL that you'll need.
I am trying to create a workflow the gets an entities attribute value and minuses it from another entities attribute value and then have a conditional check on the result. The workflow needs to be run from an account and link to the other entity.
If the second entity is related to the account, you can do this with a normal workflow. In your Update step select the field that you are calculating, and in the "Form Assistant" window on the right side of the screen select Operator = "Decrement by" and then select the related entity and field that hold the value you wish to subtract.
If the second entity is not related to the account then you have no easy options.
We have a requirement for a site wide document library that contains simple word letter templates.
From within a customer item on a list we need to be able to select one of these templates and then have the template populate with customer data such as name & address etc.
What’s the easiest way to achieve this? Ideally without using workflows.
Then you shall assign a document template to a content type.
See this blog post, http://sharepointchick.com/archive/2011/01/07/using-content-types-with-document-templates-when-using-quotnew-documentrdquo.aspx
Create fields in your template that display the document properties to "Autofill" them. This is done in the Insert tab of the ribbon, then by clicking QuickParts, then Document Properties.
The end result is that in addition to the File > Info or the properties bar, each property will also appear in the body of the document wherever you have inserted the field for it. These can then auto-update themselves based on the metadata stored with the document in the library (how often they update is a Word setting).
Xpertdoc Letter Management for SharePoint let's user pick a template from the context of a customer record, then generates a new document with customer data automatically merged inside the document.
CGU, an insurance company, estimate they save 0.5 million dollars per year by the efficiency gains introduced by Xpertdoc. http://www.youtube.com/watch?v=xbqWiFt5dUA&feature=channel&list=UL.
First of all, you should use the technique mentioned before for the document creation based on content type.
As for auto-filling the property fields, I suggest you check out this post that explains how to auto-fill properties when document is added.
You can also opt for a commercial solution such as Harmon.ie for SharePoint to retrieve your templates. They have a free version, if I'm not mistaken.
I have the following scenario:
A user wants to create a new record of entity CustomEntity1. One of the fields on the "Create New" form is a reference to the entity of type CustomEntity2.
Now, there is a built in lookup where thety can search by name, or filter the options to a predefined view. This doesn't help, because the user needs to get the name (or names) of CustomEntity2 which satisfies a set of criteria based on the fields in CustomEntity2.
Is there a way to incorporate this in "Create New" form for CustomEntity1?
And the question again, a bit less abstract:
The user needs to create a new record of type CustomerAccount. In doing this he/she needs to fill a field called Group. This should be looked up in a list of existing groups, based on several criteria - Type, Region, Budget and so on. Is there a way for the user to enter this criteria while creating the new record, and not go separately to the list of Groups and run a report to find the candidates?
You can use the addCustomView method of the lookup control to filter the options based on the fetchXML and layoutXML that you provide.
One way to supply the right conditions to your custom fetchXML is to duplicate the Type, Region, and Budget fields in the CustomerAccount form, so that when the lookup dialog is opened, it filters the existing Groups based on the values you've selected in the CustomerAccount form.
I have a sharepoint custom list which has 5 columns ..the user should fill in first three columns and the other two should be locked for filling ..when the user enters the items and start the workflow if the workflow gets approved the 3 columns should be locked for editing and then the other two should be available for editing .
Can someone please tell me how can i achieve this.
Thanks
You'd need to implement either custom field types for the columns you're describing, or implement an event handler on the list with custom logic. Alternatively, you could implement a custom edit form for the list with the business logic for exposing fields as editable baked in, but you would need to ensure that your users do not alter field values via other means (external applications, data sheet view, etc.).
No out of the box fields support this, nor are there any list settings to enable such a scenario.