we can check using below condition as shown in below figure.
Dynamics 365 , Microsoft Dynamics CRM, CRM 2016,Dynamics 365,Plugins,javascript,Plugin,C#.net ,Dynamics Customer Engagement MS CRM 2011,MS CRM 2013, Work FLows, Real Time worklfows, Customer worklfows,Dynamics365,MB 901 certification,
Dynamics 365
Showing posts with label Activities Filter. Show all posts
Showing posts with label Activities Filter. Show all posts
Thursday, July 23, 2020
Dynamics 365 - condition to check owner is team or user while send email
In dynamics 365 while sending emails on assigning Case or any other entity record Required to send an email to user. here We may assign case to team initially and then to user manually . CRM may not send email to team . It can send email to user., so in work flow we need to check for the whether owner is team or user .
Monday, November 27, 2017
Loading IFrame on form - MS CRM Dynamics javascript
This is helpful to set the URL to IFRAME using javascript in MicroSoft Dynamics CRM.
use below script as reference to your javascript webresource.
you need to call the SetTransactionFrame() from onload even and save event of crm form.
// script to webpage to Iframe .. load web page on MS CRM form IFRAME.
var transactionsURL = "http:blogger.com";
function SetTransactionFrame()
{
var subjectValue = Xrm.Page.getAttribute("subjectid").getValue();
if ((subjectValue != null)) {
var subjectName = subjectValue[0].name;
var formType = Xrm.Page.ui.getFormType();
if (formType !== 1 && subjectName=="yoursubject" )
{
SetIFrameURL();
}
else
{
//"Details" - tab name
Xrm.Page.ui.tabs.get("Details").sections.get("Details_section_2").setVisible(false);
}
}
}
function SetIFrameURL() {
var CaseId = Xrm.Page.data.entity.getId();
var UserId = Xrm.Page.context.getUserId();
var FormType ="case";
var transactionsURL = TransactionDetailsURL + '?id=' + CaseId +'&userid=' +UserId +'&typename='+FormType;
Xrm.Page.getControl('IFRAME_Transactions').setSrc(transactionsURL);
}
use below script as reference to your javascript webresource.
you need to call the SetTransactionFrame() from onload even and save event of crm form.
// script to webpage to Iframe .. load web page on MS CRM form IFRAME.
var transactionsURL = "http:blogger.com";
function SetTransactionFrame()
{
var subjectValue = Xrm.Page.getAttribute("subjectid").getValue();
if ((subjectValue != null)) {
var subjectName = subjectValue[0].name;
var formType = Xrm.Page.ui.getFormType();
if (formType !== 1 && subjectName=="yoursubject" )
{
SetIFrameURL();
}
else
{
//"Details" - tab name
Xrm.Page.ui.tabs.get("Details").sections.get("Details_section_2").setVisible(false);
}
}
}
function SetIFrameURL() {
var CaseId = Xrm.Page.data.entity.getId();
var UserId = Xrm.Page.context.getUserId();
var FormType ="case";
var transactionsURL = TransactionDetailsURL + '?id=' + CaseId +'&userid=' +UserId +'&typename='+FormType;
Xrm.Page.getControl('IFRAME_Transactions').setSrc(transactionsURL);
}
Thursday, March 9, 2017
Default Activity ‘Next 30 days or earlier’ to ‘All’ Dynamics CRM 2016
here is the javascript code to change the default filter of Account or Contact - Activities Filter to "All"
Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2016
Create a web resource on Account or Contact entity
Call below function on onLoad of Account or Contact entity.
function filterAllActivities()
{
parent.window.document.getElementById("navActivities").onclick = function ()
{
parent.window.Mscrm.Details.loadArea(this, "areaActivities");
parent.window.document.getElementById("areaActivitiesFrame").onload = function ()
{
var entityName = Xrm.Page.data.entity.getEntityName();
var entity = entityName.charAt(0).toUpperCase() + entityName.substr(1);
var doc = this.contentWindow.document;
var filterOn = doc.getElementById("crmGrid_" + entity + "_ActivityPointers_datefilter");
filterOn.value = "All";
var evt = document.createEvent("HTMLEvents");
evt.initEvent("change", false, true);
filterOn.dispatchEvent(evt);
};
};
}
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