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
Related
Is it possible to add spacing in between ribbon buttons? I cant seem to design the ribbon in anyway and am constricted to OfficeJs standards.
I would like to design my ribbon, I am currently developing using AngularJS and have created my own custom ribbon but still cant design or add spacing on my buttons.
You can place any controls for your custom ribbon on the task pane. But ribbon customizations in Office applications (made by web add-ins) allow the following control types:
Simple buttons - trigger specific actions.
Menus - simple menu dropdown with buttons that trigger actions.
There is no property for configuring spaces and etc. Read more about possible ribbon customizations in the Add-in commands for Excel, PowerPoint, and Word article.
You can post or vote for an existing feature request on Tech Community where they are considered when the Office dev team goes through the planning process.
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 am new to dynamics crm programming. Therefore I am having difficulties in understanding few basic things. I am trying to write a plug-in that would call a selected contact when a custom menu button is clicked. All I can understand is I have to create a menu button on the ribbon and handle its events however I cannot find how to create a menu button programmatically. I should be able to do this because when our software is installed and configured for a crm server the UI of the crm pages needs to be updated automatically. The flow is like this. Go to contacts, select a contact and when you click the custom menu button (should be available on the ribbon after our product's installation) the option to call home, office or mobile should be presented to the user and then the call should be placed to the contact. How can I achieve this? Is it handling the javascript events or are there any readily available API to handle the ribbon menu items?
The Ribbon is defined in the Ribbon XML of the solution. You can't programmatically create a button on the fly (although you can use javascript to hide/disable it). Try the Ribbon Editor to get your feet wet with the ribbon.
From there you can use javascript on the click of the button to perform whatever functions you need.
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.
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.