I'm struggling to find much documentation on Dynamics CRM 2011 and have a problem. I'm not looking for code more a pointer as to the correct method of approach (workflow, dialog, custom HTML web resource etc)
I basically want something that does the following:
Go to Contact list
Select some contacts
Ribbon action opens a box that allows me
to select a custom role from a drop down list (source is a dynamics
entity)
Select a radio box for either add or remove role
Save the changes, this will add or remove a role from the contact and also send an email to that contact
I know how to get a list of selected recordIDs but I am not sure if I should be calling a dialog or a custom HTML page with JS.
Can anyone point me in the right direction?
This may not work at all for your scenario but it is worth thinking out of the box sometimes. This would only work if you have a small number of roles and the roles don't change that often.
Add checkboxes on the Contact, one for each role. Build workflows that fire on update of those checkboxes that send your emails. Now users can quickly edit lots of Contact Roles by using the Multi-Edit feature.
The benefit of this approach is it is a "no code" solution and it is very easy for the User since it uses out-of-the-box functionality. The downside is that you need to maintain those checkboxes. But it may be easier than writing a bunch of web resources and javascript!
I have assembled a list of bookmarks on the subject here. I hope the link works.
Gareth Tucker's site is specially interesting.
In the end the solution was to create a Ribbon item that accepted the selected Guids from the contact list.
Then read those in from a web resource (Silverlight) which called into the sdk and created / removed the records accordingly
Related
In our team we simply want to link to existing e-mails. I see many explanations online on how to make an automated procedure that triggers when an e-mail comes in, but that's not what we want.
We simply want to link to an e-mail in our inbox in the work item.
Something like 'Refers to: 'e-mail'' .
Unfortunatelly, it's not supported to link work items with existing emails.
Link types: https://learn.microsoft.com/en-us/azure/devops/boards/queries/link-type-reference?view=azure-devops
You may add the links of emails to Description as a workaround.
In addition, you could add a custom field to support tracking data requirements you have that aren't met with the existing set of fields. Please refer to this document: https://learn.microsoft.com/en-us/azure/devops/organizations/settings/work/add-custom-field?view=azure-devops
My goal is to use a user's answers to a few questions to trigger custom emails being sent to them with filtered content on my wordpress website. It seems like this is a common need, but can't find anything that allows it, or even is the right base to build a custom solution.
There are 3 main features I'm needing to do: First, the signup form lets users choose a few criteria via selection boxes.
Next, the captured information triggers an email being sent that matches the content they chose. For example, if the user says they're interested in waterskiing, the email that is auto sent would show the most recent posts in the water-skiing category.
Finally, the user responses would need to be saved to trigger actions at a later time if the content is not available yet. So for example, if they are interested in bowling, but there are no entries on bowling, nothing happens. However, once a post gets entered in this category, they are automatically emailed with that recent entry.
Any clarity you can provide here on plugins, software, etc that would lend to this functionality is much appreciated!!
I'm trying to add an iframe into the form for viewing accounts that will display all the invoices that are connected to that account. I've read this MSDN page about accessing specific forms through a URL, which I can achieve, but copying the URL generated into an iframe I have created on my form produces an error message.
I'd like to know whether what I'm trying to accomplish is possible and if so, how I should format the URL so that only the invoices connected to the user account being opened will be displayed. I'll add more details later if I can.
I think what you actually want to do is add a sub-grid. This is different from an iFrame, an iFrame generally contains web resources, or links to pages on the web. A sub-grid specifically exists to show related records - e.g. to show the left hand relationships links on the body of the form.
I think this article should show you what to do.
Edit - based on Jacks comment:
So Crm can't handle this situation quite so easily with out of the box features. But you do have a couple of options. I dont think any of these are perfect solutions, so I'll let you choose.
A sub-grid effectively just runs some FetchXml, you can change this FetchXml with JavaScript, so you could alter the view to return the records not directly related. Green Bible has an example, though this doesnt look like its supported.
Use a report in an iFrame.
Use a plugin, I havnt done this myself, but a colleague told me it was possible to stick a plugin on the retrieve message and basically change the query or results which is used by the view.
Create a second relationship between the invoice and the account. Then whenever you link an invoice to an account, also populate this new relationship (a workflow will do) with the account, and whenever an invoice linked to a contact is created, populate the new relationship with the parent account of the contact (again a workflow will do). Then just base your sub-grid on this new relationship. This approach isnt the cleanest but its probably the quickest and easiest to implement.
Is there any special security privileges that i need to give my users so that they can run some custom code? I have a javascript library that is triggered on a button click that then gets all of the selected items in a subgrid. When I get all of the check-boxed items I then feed that into an update operation and upload the string if items (in the form of GUIDs) into a Single Line Textbox field on my entity. Once that field is updated they will trigger a dialog which consumes the textbox field and does some more work on it.
The problem is that nothing happens. I solved one issue once I figured out that the user needs Organizational write access to the entity, but now I see another exception "...is missing prvReadWorkflow privilege" does that mean these users need Read Access on Organizational workflows?
Am I missing anything else?
I don't have an explaination for why you require read access to workflows for this update operation, but this microsoft CRM forum post appears to be about the same issue you are having.
Tanguy suggests you add read access to processes for the affected user.
If a particular button, on a SharePoint list is selected, can I have a email sent to someone?
You'll probably need to wire an event handler into the list, which is going to require visual studio. I don't know think you can do it from designer.
Yes. You will need to create a workflow (in SharePoint Designer) to generate an email everytime that button/box is checked. In that email you can also specify the details you want to send over, linked to that item. (realy easy, does not require too much knowledge in SP Designer to do it).