I want to force Outlook CRM users to use the CRM Forms for appointment, contact, Email and Task. This is controlled via the UserSettings.UseCrmFormForAppointment, UserSettings.UseCrmFormForContact, UserSettings.UseCrmFormForEmail, UserSettings.UseCrmFormForTask, attributes. I was planning creating a plugin for the UserSettings entity, but when I use the registration tool, it say's "Invalid Primary Entity".
Is there a way to use register the plugin a different way? How do I force outlook CRM users to use the CRM Forms for activities?
According to the SDK (specifically the spreadsheet at "\sdk\tools\message-entity support for plug-ins.xlsx") the UserSettings entity only supports the RetrieveMultiple message.
Perhaps you could register your plugin on create of a systemuser record instead? Granted this won't prevent the user from changing it but it would at least set the default. There is also the (outside) chance that changes to User Settings cause an update to the systemuser record (I'm only speculating though). In which case, you might be able to trap that event too and enforce a no-change policy.
Related
I want to add 15 new fields to my user account creation page in Liferay. How it is possible other than custom fields, expando tables? Because I know how to use custom fields. I have more fields so it will be difficult to manage. Through hook I want to add more fields to account creation page.
Fields are related to user.
Create one selectbox that will have list of organizations available in my application.
Create one selectbox that will have list of roles available in my application.
onclicking of save button that should redirect to 3rd party payment gateway. Once paid amount it will create account for that user.
After paid amount all the above fields need to add under extra table with related columns and maps to the user_ table with userId as a primary key.
assign that organization to the user which is selected above and similar for role also.
I am using Liferay 6.2. Please let me know if any one have any ideas!
Learn Java. A modification of the platform to the extent that you're mentioning won't work without knowing Java. You'll introduce all kinds of issues in your system.
Then there are two options:
Just implement a custom portlet that takes all the values that you want, saves them where you want and queues them in your payment system. Disable Liferay's "do-it-yourself-signup" and place your own links to the "create account" portlet. This will be easiest to maintain
Alternatively, override Liferay's JSP that's used for the "create account" UI as well as the action that's handling the data. The default implementation would save everything in Liferay's database - including custom fields. As you implement it yourself, you can do whatever you want with this data.
CRM 2013 On-Premise
Hello,
I need to display a calendar of events. The information I need all comes from our custom "event" entity.
My first thought was to use this as an excuse to do something I haven't done before and add a new service endpoint. That being said I didn't find anything in the sdk or via Google.
So stumbling around in the dark I see that in the plugin registration tool I can register a service endpoint just like I do a workflow or plugin.
So do I just create a service endpoint like any other or are there special considerations?
Thank You
Because actions don't work in offline mode, I use a dummy entity "ServiceJSON" with some input parameters fields and 1 output param and a plugin register on Retrieve for this entity.
I fill the output param with my json via the plugin.
To call the "service", I just try to retrieve this entity in js (with a fetchxml) with my input parameters and I read the output :)
A new endpoint cannot be created - you have to work with the standard CRUD messages - those are available for every entity.
2013 introduced Actions which are basically custom messages: Power Objects has an intro.
A custom workflow activity can be added to an action in the workflow designer in the same way that a custom workflow activity can be added to a workflow in the workflow designer.
I have integrated our SharePoint site and our Dynamics CRM 2011 system so that we can upload documents from CRM. But i had a thought that through security in CRM users can only see records relevant to them, but if they just went to the SharePoint site they'll be able to see documents related to any record even if they couldn't see it in CRM.
So i was wondering if its possible in some way to 'sync' the security from CRM into SharePoint so that users can't see what they're not meant to in either system.
Thanks
It is possible out-of-the-box. There is a commercial CB Replicator solution that solves exactly this problem. It performs complex mapping of CRM security model into SharePoint groups and and folder level permissions.
Shortly described it deploys tiny plugin into CRM that collects all the events that could require change of permissions. There is a standalone service that gets these events and write proper permissions into SharePoint as item level permissions on referenced folders by sharepointdocumentlocation entity.
It support various action in CRM that lead into permissions change, e.g.s security roles, business unit hierarchy, privilege depths, team membership, access team, access team templates, sharing.
Unfortunately this isn't possible out of the box. SharePoint's security model is usually based on AD groups, whilst CRM uses in-app security roles applied per user.
To keep these in sync would require some custom development on the server side, that is if it's possible at all.
There seems to be web services to create entity, fields, solution, global option set and many more within CRM 2011 SDK. However I don't see any web services to create a form for an entity. Anyone know any back door or ways to create a forms outside of CRM 2011 using C# or VB?
You'll have to spend some time looking at FormXml to fine-tune the look of your form(s), but you can programmatically manage your entity forms via the SystemForm entity.
FormXml is stored in the SystemForm entity. You can programmatically
retrieve and update the FormXml using this entity.
I have a WSS 3.0 site with FBA and a custom user management web part. To track user email address, I have been using the Email property of the MembershipUser object. I just realized today that if you go into People and Groups and look at the email address for a user, the email address is blank, and can be edited there independent of the MembershipUser value. It seems that the alerts system uses the email address that is stored in People and Groups.
I have not gotten into recoding yet because I want to make sure I'm not missing anything first. I assume I could switch from MembershipUser.Email and story my information in SPUser.Email instead. But I seem to remember that on a different project I used MembershipUser.Email with no problems and the alerts went out fine (although that was MOSS).
So I guess I have two questions:
Is there a way to tell People and Groups or the Alerts system to use MembershipUser.Email?
Is it best practice to use SPUser.Email for email storage, rather than MembershipUser.Email?
This post goes in-depth in getting SharePoint to sync the user profiles in your FBA store by naming all properties sharepoint should know about in the web.config and create those properties in your ProfileProvider. Not sure if it is what you are looking for exactly though. FBA user profile mapping does not work as clean as AD user profile mapping does out of the box.
Also, check out the User Profile Import Tool on CodePlex. It's for MOSS but might provide some pointers.