Create Plugin behind a custom button in Dynamics CRM - plugins

I have a requirement that is needed a plugin in Dynamics CRM.
I want to create a plugin on the phonecall entity and after a click on the custom button, the plugin will create an incident with data of phonecall. how can do this please help me? I didn't find any solution or tutorial video on the internet that can help me to implement this requirement.

Before you get into custom coding a plugin, you might want to consider whether you an out-of-box workflow or Power Automate Flow to do what you need.
Whatever automation you choose, you could have it trigger on the setting of a two options field or a change in the Phone Call's status.
You can use Ribbon Workbench to add a custom button and JavaScript to set that checkbox. Or, JavaScript could directly launch the workflow.
The PCF Gallery also has a number of button options which might be easier than the "DIY" option of Ribbon Workbench.
If you definitely need the plugin, you could register the plugin to fire on change of the checkbox, and again use a button to check on the checkbox.
Speaking of actions, you could also publish your Phone Call to Incident logic as a custom action and have the button call that action.
As you can see, there are plenty of options. It is typically a good idea to explore using configurable options like Power Automate Flow and PCF Gallery controls before custom coding a plugin.

Related

How to extend SAP Fiori Elements with custom pages

I am fairly new to SAP Fiori. I was able to complete the setup of the list report. Everything is working, even the CRUD functions. However, I need a custom button, which will display a new custom page. I've already extended the report to include a custom button. The button is working when I press it but I don't know how to proceed.
I know it should be something related to routing for freestyle apps and somehow I understand the settings, however, I don't know how to integrate it with a list report, since it is not a freestyle application.
Can someone bring some light?

Creating a custom Feature/plugin in SuiteCommerce Advanced?

My question is regarding Netsuite SCA/Sitebuilder website related. I would like to know if anyone has tried making custom feature for website in netsuite UI? for eg: we have "Add to cart button show for facet result" checkbox in Suitecommerce configuration OR we have feature like "Password protect entire website" feature in shopping tab of setup website, where if we enable/disable that button it reflect on website directly, just like this if anyone want to create their own functionality and bundle it or create module which can be used in general for other website of netsuite also, How can we do this or is it possible or not? Can we make Reusable module in Netsuite for website purpose?
Thanks!
Yes, I have done it almost all point mentioned above, everything is possible in Netsuite SCA, I am not sure about site builder, But SCA is grt customization capabilities. Do check out my other answer on StackOverflow. Let me know if you have more question.

add functionality layer to AtTask by plug-in on Internet Explorer

I would like to add functionality to the AtTask system by "adding a layer".
What I want to know is whether this can be achieved with a plug-in for Internet Explorer.
To give a concrete example:
This extra layer would allow users to click on "Online Edit" document (which is not available right now). The linked application will open, and when you click save, the file is loaded back to AtTask.
All this happens in the background via the AtTask API, and is transparent to the user.
The question is: is it possible to add functionality to a site by somehow adding layers?
Last comment: this plug-in (or whatever needs to be installed inbto the browser) will only be visible/active when accesing the AtTask website.
Thanks in advance for your responses.
Within the confines of AtTask your best bet is to use an "External Page" create a service that handles the data in the manner you need.
The Dashboard that contains your External Page can be added as a tab via Layout Templates.
Most of the heavy lifting would have to be handled by your application. You would have to link the document(s) you wish to edit.
Some sort of referrer would be necessary to place the revised document back into AtTask. The method in which the client can do this would be determined by your preference and requirements. I am sure you can find some sort of Wiz-Bang jQuery uploader.
Depending on the level of control you have with your user base, you could make an Application URL
Windows : Registering an Application to a URI Scheme
OS X : Launching Scripts from Webpage Links
I do not know of any other way to handle this other than what Steve suggested.
Having said that a possible solution to this is to create a new application and iframe in AtTask.
At the top or wherever on the page your application could have a link for "Online Edit". Then you would use javascript to extract the task id, project id or any other needed information you need for the api to get the needed content to edit. Then save using the same api information.
I have not tried this type of method but theoretically it could work.

Dynamics crm 2011 online - how to create a custom code that is run once?

I want to create a dynamics crm solution that will be imported by the customer.
After import, the user must complete some settings in a custom entity. After this, a specific code must run for these new settings, but only once. I cannot use custom workflows because it has to work in the online crm too.
The best would have been to have a synchronous plugin that is registered to execute when the settings are saved. I cannot do this because plugins can be registered for a limited set of entities, custom entities are not supported (am I right on this?).
What alternatives do I have?
Using a Configuration Page for your solution might make it easier for the user to configure. Instead of making the user manually set up a configuration entity, use Javascript in the Configuration Page web resource to hit the REST endpoint and do the setup for you. You might also be able to run your custom setup code using Javascript (or use a plugin on the configuration entity as ckeller has confirmed). Here's a link about the special Configuration Page:
http://mahenderpal.wordpress.com/2011/07/26/step-by-step-adding-configuration-page-in-solution-ms-crm-2011/

how to create an editable components for GEF Eclipse

I want to create a component kind of Text Box for GEF Eclipse.
I am able to create component but not able to make it editable. How to achieve the desired.
In GEF there is direct edit mechanism that can be used for these for these kind of purposes.
When you double click the editpart, it should create direct edit request. I believe this request is then by default send to the request to EditParts editpolicies.
So you should probably install this direct edit editpolicy and that returns cell editor.
It might be that actually installing the direct edit editpolicy provides you the text editor when double clicked, and all of this parts can be modified if the outlook of default implementation is not good.
I checked that it seems that there isn't easy examples about the subject, but there was some talks that "logical" example contains direct edit support.