Recently we were working on a requirement wherein we wanted to add a hyperlink to the Notification that we were showing on the form.
For this we can use the following Jscript library
https://notifyjs.codeplex.com/
The JScript code:
Output:
Clicking on Details opens the page specified in the callback function.
The other option is to show hyperlink within a web resource and putting it inside the form.
Hope it helps..
For inviting existing contact records as user of the portal we can follow the below steps.
Open an existing contact record and click on Create Invitation button
This creates the invitation record along with the invitation code.
Select and run the Send Invitation workflow.
The steps for the workflow are as below.
The contact\user receives the link for the confirmation
Clicking on the link opens the portal wherein user\contact can redeem the Invitation Code and Register.
User can set up username and password during registration.
Once registered user can access the portal and update the profile further and can also change the password, email etc.
The Contact record in CRM gets updated accordingly.
Hope it helps..
Create your dynamics 365 trial as a first step (if not already created)
Once trial is set up successfully, open the admin center for Dynamics 365 and select Applications and click on Manage to configure the portal.
Provide details for the portal
Click on Accept
Grant Permission to the Portal
We’d get the below message
After some time
Clicking on here takes us to the manage your solutions page
Once configured we’d see the following area\groups\sub groups added to site map specific to portals
Portal :
Hope it helps..
We were getting the strange getRequiredLevel is not a function error while creating a new record (in New Form Rendering)
After debugging, we figured out that it was failing for the following field “mapcontrollink”.
We commented out the entire section and imported it back (unsupported). This fixed the issue.
Strangely enough we couldn’t find that field in the Vanilla version, in our case it is the upgraded environment so that could be reason of having that extra field.
Hope it helps..
Hi,
Recently we had a requirement to show content of Wikipedia page and display it inside CRM in one of the entities form.
For this purpose, we can make use of “MediaWiki web service API.”
https://www.mediawiki.org/wiki/API:Main_page
To create the query, we can use the below tool
https://en.wikipedia.org/wiki/Special%3aApiSandbox
The html source code
<!DOCTYPE html>
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.1.1/jquery.min.js"></script>
<script type="text/javascript">
function SetWikiContent() {
// get country name from crm form
if (Xrm.Page.getAttribute("new_name") != null) {
var title = Xrm.Page.getAttribute("new_name").getValue();
// set the url
var url = "https://en.wikipedia.org/w/api.php?format=json&action=parse&page=" + title + "&prop=text§ion=0&callback=?";
$.getJSON(url, function (data) {
for (text in data.parse.text) {
var text = data.parse.text[text].split("
");
var pText = "";
for (p in text) {
//Remove html comment
text[p] = text[p].split("<!--");
if (text[p].length > 1) {
text[p][0] = text[p][0].split(/\r\n|\r|\n/);
text[p][0] = text[p][0][0];
text[p][0] += "
";
}
text[p] = text[p][0];
//Construct a string from paragraphs
if (text[p].indexOf("
") == text[p].length - 5) {
var htmlStrip = text[p].replace(/<(?:.|\n)*?>/gm, '') //Remove HTML
var splitNewline = htmlStrip.split(/\r\n|\r|\n/); //Split on newlines
for (newline in splitNewline) {
if (splitNewline[newline].substring(0, 11) != "Cite error:") {
pText += splitNewline[newline];
pText += "\n";
}
}
}
}
pText = pText.substring(0, pText.length - 2); //Remove extra newline
pText = pText.replace(/\[\d+\]/g, ""); //Remove reference tags (e.x. [1], [4], etc)
Xrm.Page.getAttribute('new_wikiinfo').setValue(pText);
}
});
}
}
</script>
</head>
<body onload="SetWikiContent();">
</body>
</html>
The helpful article
Hope it helps..
While creating a new organization using Deployment Manager we got the below message
It was because we had entered the Workgroup Product key which restricts it to only organization.
https://technet.microsoft.com/en-us/library/hh699677.aspx
Changing the product key to the server one, allowed creating the new organizations.
Hope it helps..
