Open CRM form in Outlook(contact,appointment,email and task)

Use CRM form in Outlook

• When  you open the contact,appointment,task and email from outlook it will open the outlook form by default.

• If you want to open  CRM form in the outlook.

Outlook: File->CRM->Set Personal Option

• CRM personal option setup window open.

• There is a section called "select which form to use". In that check which entity crm form will need to open in outlook.

Get parameter value from QueryString in CRM

function ParseQueryString(query) {
    var result = {};

    if (typeof query == "undefined" || query == null) {
        return result;
    }

    var queryparts = query.split("&");
    for (var i = 0; i < queryparts.length; i++) {
        var params = queryparts[i].split("=");
        result[params[0]] = params.length > 1 ? params[1] : null;
    }
    return result;
}

var passedparams = ParseQueryString(GetGlobalContext().getQueryStringParameters()["Data"]);

Open HTML page when button click in CRM

In the web resource there is a html file new_IntialExemption.html.

//If you need to pass any parameters use following code instead:
var webresourceurl = "/webresources/new_IntialExemption?Data=" + encodeURIComponent(addParams);


//First parameter - prepared url of dialog
//Second parameter - control from which you open dialog
//Third and Fourth - width and height
var dialogwindow = new Mscrm.CrmDialog(Mscrm.CrmUri.create(webresourceurl), window, 350, 200);

//use setCallbackReference method to call some handler once dialog is closed
//to result variable would be returned result of dialog call
dialogwindow.setCallbackReference(function (result) {
    callAvaEmailCertCapture()
});

//call this method to show dialog
dialogwindow.show();

function callAvaEmailCertCapture() {

}

Product Bundle in Dynamics CRM

Product Bundle in Dynamics CRM

Product Bundles allow organizations to bundle products and assign specific pricing for that bundle. Once the bundle is added to an opportunity, quote, or order, the sales person can simply adjust the quantities of the products within the bundle, and the pricing will be calculated accordingly.

We are going to create two product and add two product in a bundle. We are going to create two bundle and will explain how bundle will work differently

Product name:

1. Dell Laptop
2. Dell Mouse

Bundle name:

1. Dell Offer Laptop(Option bundle product)
2. Dell Offer Laptop(Required bundle product)

Explanation:

• Create a product as "Dell Laptop" and "Dell Mouse" with price list item. I hope folks, you knows how to create a product.

• Create a bundle as "Dell Offer Laptop(Required)". Click Add bundle in the ribbon.

• In the bundle there is a section "Bundle-Product". We are going to bundle two product "Dell Laptop" and "Dell Mouse". 

                                   

• In the Bundle product there is a field called "Required" based on this field total amount calculation is calculated in quote.

                               

• Add price list item to the bundle

• Create a another bundle and add two product in the bundle product but in the bundle product required field is set to "required" and add price list item.

• Now let us see how bundle will work differently for that i am going to create two quote. In the first quote I am going to add first bundle that set bundle product required field set as option and in the second quote going to add second bundle.

• In the bundle  that set bundle product required field set as option you see "price per unit" is filled with corresponding price and total amount is calculated by

Total Amount in quote =Product bundle price + product price Product bundle price defined in the price list item as 1000 Dell Laptop Product price defined in the price list item as 1000 Dell Mouse Product price defined in the price list item as 500 Eg Total Amount in quote =1000 +1000+500=2500

• In second quote bundle  that set bundle product required field set as required you see "price per unit" is filled as "0" and total amount is calculated by

Total Amount in quote =Product bundle price  Product bundle price defined in the price list item as 1000 Eg Total Amount in quote =1000

Please refer https://community.dynamics.com/crm/f/117/t/149558

Product Bundle in Dynamics CRM

Product Bundle in Dynamics CRM

Product Bundles allow organizations to bundle products and assign specific pricing for that bundle. Once the bundle is added to an opportunity, quote, or order, the sales person can simply adjust the quantities of the products within the bundle, and the pricing will be calculated accordingly.

We are going to create two product and add two product in a bundle. We are going to create two bundle and will explain how bundle will work differently

Product name:

1. Dell Laptop
2. Dell Mouse

Bundle name:

1. Dell Offer Laptop(Option bundle product)
2. Dell Offer Laptop(Required bundle product)

Explanation:

• Create a product as "Dell Laptop" and "Dell Mouse" with price list item. I hope folks, you knows how to create a product.

• Create a bundle as "Dell Offer Laptop(Required)". Click Add bundle in the ribbon.

• In the bundle there is a section "Bundle-Product". We are going to bundle two product "Dell Laptop" and "Dell Mouse". 

                                   

• In the Bundle product there is a field called "Required" based on this field total amount calculation is calculated in quote.

                               

• Add price list item to the bundle

• Create a another bundle and add two product in the bundle product but in the bundle product required field is set to "required" and add price list item.

• Now let us see how bundle will work differently for that i am going to create two quote. In the first quote I am going to add first bundle that set bundle product required field set as option and in the second quote going to add second bundle.

• In the bundle  that set bundle product required field set as option you see "price per unit" is filled with corresponding price and total amount is calculated by

Total Amount in quote =Product bundle price + product price Product bundle price defined in the price list item as 1000 Dell Laptop Product price defined in the price list item as 1000 Dell Mouse Product price defined in the price list item as 500 Eg Total Amount in quote =1000 +1000+500=2500

• In second quote bundle  that set bundle product required field set as required you see "price per unit" is filled as "0" and total amount is calculated by

Total Amount in quote =Product bundle price  Product bundle price defined in the price list item as 1000 Eg Total Amount in quote =1000

Please refer https://community.dynamics.com/crm/f/117/t/149558

Difference between DBContext and DBSet

 DbContext corresponds to your database (or a collection of tables and views in your database) whereas a DbSet corresponds to a table or view in your database. So it makes perfect sense that you will get a combination of both!

public class MyAppContext : DbContext
{
    public MyAppContext () : ;

    public DbSet<Table1> Table1 { get; set; }
    public DbSet<Table2> Table2 { get; set; }
    public DbSet<Table3> Table3 { get; set; }
    public DbSet<Table4> Table4 { get; set; }
    public DbSet<Table5> Table5 { get; set; }
}

+ Subgrid function custom javascript override in Dynamics CRM

+ Subgrid in Dynamics CRM

It is not possible to override the "+" sign sub grid custom java-script function. Please find below analyse points.

I analysed how sub-grid behaviour works by default, If I change the sub grid "+" command definition in ribbon work bench, how will it accept?

1. New= open New form in a same window.
2. Add New= Open new form in a separate window
3. Add existing {0}=Open existing lookup in the sub grid.

1) If you write custom command rule and change the command rule of the 3 button and publish the ribbon.
Before

When you click "+" sign in the sub grid  instead of display the lookup, New form will open in separate window

After

2) If you write custom command rule and change the command rule of the 2 and 3 button and publish the ribbon.
Before

When you click "+" sign in the sub grid  instead of display New form in separate window it open in the same tab.

3) If you write custom command rule and change the command rule of the 1,2 and 3 button and publish the ribbon.


 "+" sign in the sub grid  disabled

After

USD:Display information in the session left pane

In the session we have to configure the name of the session tab and give information about session overview field.

We have to a create  session lines for each entity (Settings->UnifiedDesk->SessionLines)

Create session overview for order in which you have to select Type as "SessionOverviewLine". If you need to give for name for session tab change type as "Session name"

Display session overview:

Textbox

[[salesorder,name]]

Lookup

[[salesorder.transactioncurrencyid.name]]

If you want to display more than one record in the session overview, have to give XAML code.

Please refer the MSDN site to display multiple line

https://msdn.microsoft.com/en-us/library/dn864877.aspx

Configure USD based on user

To display the  USD configuration based on the user. We have to create configuration(settings->UnifiedDesk->Configuration)

In this configuration we have to defined which hosted control,action are going to assign to the user. Once we entered all the details.

On the nav bar, click the down arrow next to the Contoso Configuration, and then select Assigned Users.

On the next page, click Add Existing User, type the name of the user in the search bar, and then press ENTER or click the search icon.

Adding sub-menu in the USD button

In the USD we have quote button, We would like to add sub menu in the quote button.

Open the quote tool bar button and click the nav down arrow and click ToolBarbutton.

Click "AddNewToolBar" button to add sub menu.

Create sub menu as "order button" in the tool bar