CRM 2015 - Create a customized "Personal Wall", or alter settings on existing "What's New"/Personal Wall

I have created an unmanaged solution, and am doing some tentative changes to some existing forms, publishing, them, etc., to get a "feel" for what's going on.
So, in my solution, I copied the existing "Sales Activity Social Dashboard", and simply moved the "Activities" up to the top of the form. I seem to ALWAYS get an error saving changes in my solution, but the changes get saved, and
they work, regardless of the error.
Anyway - second step - I want to change the filter on the "What's New" (Personal Wall) l on my new Sales Activity Social Dashboard, and default the "All Records" selector to something other than "All" - say "My Open Leads".
But the "Personal Wall" under "Web Resources" for the solution is not customizable.
Can this be altered? Or must I re-create the form and name it something else, placing it on the Dashboard? Isn't there a way, even if something isn't customizable, to copy it to a new <form/web resource/whatever> and rename it, and then
modify it?

some things that aren't customizable can be copied by opening them and choosing "Save As" and naming it something different. This will generate a copy. Also a really easy way to make your own entity forms without starting from scratch.
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

Similar Messages

How to create publishing custom approval workflow will assign approvers.

Hi All,
I am new in sharepoint development.
I have a page library where we add artical page with different department
I want to create publishing custom approval workflow will assign approvers based on what department is selected for display. The departments pull from the Other list. On that list each department is assigned an approval group. That approval
group is what should be used for approving the item.
need send to mail with based on selected department approval group
thanks in advance.

Ok, what you're asking for is something that people do all the time, but you say you are new to sharepoint development... So...
Here's how you would do it in SPD:
http://blog.symprogress.com/2011/03/sharepoint-2010-dynamic-approvers-for-oob-approval-workflow/
and here's how you can do it in visual studio:
http://www.mpspartners.com/2011/10/SharePoint2010ApprovalWorkflowDynamicApprovers/
Either way should work, it just depends on your comfort level inside the dev environment.
ieDaddy
Blog: http://iedaddy.com
Twit: @iedaddy

Creating a Custom Pop-up Message?

I would like to create a custom pop-up message for a form. What I'm looking for is when the user types in a series of numbers and if the total is under 650,000 a pop-up message will appear explaining what to do next and then the user clicks okay and the box disappears. Thanks in advance for any help.

For the messageBox method see http://help.adobe.com/en_US/livecycle/9.0/designerHelp/index.htm?content=001368.html
The attached contains the following logic on the calculate event on the field 'total'
// form1.page1.subform1.total::calculate - (JavaScript, client)
if (form1.page1.subform1.nf1.isNull || form1.page1.subform1.nf2.isNull || form1.page1.subform1.nf3.isNull || form1.page1.subform1.nf4.isNull) {
this.rawValue = null;
else {
var total_ = form1.page1.subform1.nf1.rawValue +
 form1.page1.subform1.nf2.rawValue +
 form1.page1.subform1.nf3.rawValue +
 form1.page1.subform1.nf4.rawValue;
if (total_ < 650000) {
 xfa.host.messageBox("The total must be 650,000 or greater. Please review...","Total LT 650,000",1);
this.rawValue = total_;
The code assumes that fields n1 - nf4 are mandatory. If you need to do the validation prior to an action such as print or save, you will need additional logic to force the calculate to fire.
Steve

Unable to register custom workflow activity on MS CRM 2015 Online

Hi All,
I am trying to register custom workflow activity using plugin registration tool on MS CRM 2015 Online.
Error says that 'No Plugin have been selected from list. Please select atleast one and try again'
In short my assembly is not considered as custom workflow activity.
I am giving my code let me know, If any thing is wrong.
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Activities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Workflow;
namespace Training.SamplePlugin
public class SampleCustomworkflow : CodeActivity
[Input("Birthday")]
public InArgument<DateTime> BirthDate { get; set; }
[Output("NextBirthday")]
public OutArgument<DateTime> NextBirthDay { get; set; }
protected override void Execute(CodeActivityContext executionContext)
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.PrimaryEntityName.ToLowerInvariant() == "contact")
DateTime birthDate = BirthDate.Get<DateTime>(executionContext);
DateTime nextBirthDate = new DateTime(DateTime.Now.AddYears(1).Year, birthDate.Month, birthDate.Day);
//NextBirthDay.Set(executionContext, nextBirthDate);
Entity newContact = new Entity();
newContact.LogicalName = "contact";
newContact.Id = context.PrimaryEntityId;
newContact["new_nextbirthday"] = nextBirthDate;
service.Update(newContact);
If code is correct then has somebody faced this kind of issue earlier, what is resolution.
Thanks
Apurv

Have your signed your assembly ??
Microsoft Dynamics CRM Training|Our Blog |
Follow US |
Our Facebook Page |
Microsoft Dynamics CRM 2011 Application Design
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

How do I create a custom screen to show after a person logs in we are using windows 7

I have been asked to create a custom welcome screen that would load after a person logs into their computer. This screen is to have links to applications. But I need this to show after they log in and before they see their desktop. and I
need it to be full screen size.
this is mandatory:
I need this to show up AFTER people have logged in, and b4 they see their Desktop. auto adjustment to fill the screen and the screen will have multiple images with them being hyperlinks to the various applications. The kicker is we
are running windows 7. Of course one of the links will go to the desktop.(basically shut down the window screen)
I seem to recall there is a way of doing this using group policy to trigger a screen and possible using HTA or VB6 method or a scripted page but I'm not sure how to accomplish this...
This is coming from upper upper management and they have it mocked up in access 2013.
How do I do this or even accomplish this screen for windows 7.
PS:
I realize that windows 8/8.1 has this type of thing built in, but the company is NOT ready for windows 8/8.1

I built a System Message HTA for my previous employer that was used in a computer lab setting. It was a nice way to inform the users about things happening in the lab, as well as a nice way to ensure people knew who to contact if there were problems.
The HTA lived on a network UNC and each computer had a shortcut to the HTA in their All Users Startup folder (C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Startup). While you could push the shortcut with GPP, likes the others recommended, that's
about all you should do with Group Policy. This was neat - I had the HTA run custom .cmd files (in a hidden window) when it loaded (the Windows_onLoad subroutine) and then when it was closed by the user (button press that called an ExitProgram subroutine).
This allow me to capture who was logged on, how long the HTA was open, and what computer they were using. In a computer lab such as that one, it was nice to have additional way to track who was using what computer and when. Good luck and let us know if there
are any more questions - I really enjoyed that project.
Edit: Added additional info.

How do I create a custom inline subgrid for Custom entities in MS CRM 2013

Hi All,
We have a requirement to create a custom inline subgrid for custom entities same as like that in OOB of CRM Subgrid.
Is this possible to do for custom entities?
Please let me know.
Thanks in advance....
Gopinath V.

Hello,
Yes. You can develop such kind of grid using Silverlight or Html/Css/Js. You can check following article as a good started -
http://www.sparklexrm.com/s/Tutorials/QuoteEditor.html
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Business Partner for Customer(own plant) created as a person

Hi
I have created a customer master that is representing my own plant. Shipping data for plant is maintained under STO customizing.
I have CIFed the customer master, but it has got created as a PERSON and not the organization.
I have also CIFed the vendor master(representing the same plant), it has got created correctly as Orgnization.
Can anyboy explain me what happened wrong with my customer master.
Thanks
Santosh

the system which I am using, has a customer already created by someone else with the same account group 0120 : branch with incompany billing. That customer had got created as organization in the EWM. My customer has got created as person. So i suppose there is no issue with account group. I have below account groups in the system. All Std ones. what is the ideal account group that should be used for the customer which represents the Own plant.
0001
01
0
Sold-to party
0002
02
0
Goods recipient
0003
01
0
Payer
0004
01
0
Bill-to party
0005
01
0
Prospective customer
0006
01
0
Competitor
0007
01
0
Sales partners
0012
01
0
Hierarchy Node
0100
XX
0
Distribution center
0110
XX
0
Branch w/o intercomp.billing
0120
XX
0
Branch with intercomp.billing
0130
XX
0
Branch with external billing
0140
XX
0
Assortment (obsolete,don't use
0150
XX
0
Franchisee
0160
0
Wholesale customer
0170
0
Consumer
APOA
01
0
Sold-to party - APO Customer
CPD
02
1
One-time cust.(int.no.assgnmt)
CPDA
XX
1
One-time cust.(ext.no.assgnmt)
DEBI
01
0
Customer (general)
EDIN
07
0
EDEAL CUSTOMER
KUNA
XX
0
Customer (ext.number assgnmnt)
LCMS
01
0
Customer(Portal Role), Minimal
LCMX
01
0
Customer (Portal Role), Maxim.
PLNT
XX
0
Ship to Party -Stock Transport
VERB
XX
0
Affiliated Companies - BPAcc
VVD
VD
0
TR-LO customer

SharePoint Operations on a CRM 2015 Custom Form

Platform: CRM 2015 Online + O365 + SharePoint Online
I have a custom form on an object related to Account that I would like to present to the users with functionality allowing them to upload a (single) document and have it associated with the Account record. Then, I want to stuff a link to
the document on the custom form so that other users consuming the custom object could click directly to the document (instead of having to click over to the "Documents" tile and dig up the document).
Is this something I can do from JavaScript or am I looking at a .NET plugin?
Any help much appreciated!
Thanks!
James Prevallet

Hi joshalcorn22,
I see that you have used the following:
<endpointBehaviors>
<behavior name="webHttpBehavior">
<webHttp helpEnabled="true" />
</behavior>
<behavior name="PasswordResetter.Service1AspNetAjaxBehavior">
<enableWebScript />
</behavior>
</endpointBehaviors>
But it seems that you do not apply these endpoint behaviors to the endpoint, please try to apply it. After that if it still can not work, please try to change the POST method to the GET method to see if you can get the right result in the browser. If you
can get the result with the GET method, then it may have something wrong with your javascript code. If you can not get the result with the GET method, then please try to enable the WCF trace to help you find the root cause.
#How to enable WCF Trace:
http://www.codeproject.com/Articles/420538/Simple-steps-to-enable-tracing-in-WCF .
Best Regards,
Amy Peng
We are trying to better understand customer views on social support experience, so your participation in this interview project would be greatly appreciated if you have time. Thanks for helping make community forums a great place.
Click
HERE to participate the survey.

MS CRM 2015 Adding Custom RIbbon button in dashboard and Changing Colors

Hi,
I am Looking for customization in MS Dynamics CRM 2015 and want to Add Custom Ribbon button in dashboard and Changing Colors of that ribbon using customization.xml i am new to crm 2015 and only know how to import export solutions.
Regards
Irfan

Hello Irfan,
For adding a custom button please refer this blog
https://community.dynamics.com/crm/b/aeonnexuscrm/archive/2014/10/21/ms-crm-2013-adding-custom-ribbon-button-in-dashboard.aspx
And for changing colors in Chart
https://crmchartguy.wordpress.com/2012/08/23/palette-custom-colors-in-charts/
Hope this helps!
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

CRM 2015 Customer Main Grid Fancy

0
In CRM 4.0, At Customer Main Grid has option to popup some address details like below.
Does any one know In CRM 2015, How to enable this option or is there any Add-On/Plugin/Solution out there to enable this sort of pop up windows with few column details at Customer grid?? Technically we can inject JavaScript function to pop up tooltip
with nice windows on Mouse hover event on Customer Grid, but curious, if any one have done that or any article/link for this??
Thanks,
Nick

0
In CRM 4.0, At Customer Main Grid has option to popup some address details like below.
Does any one know In CRM 2015, How to enable this option or is there any Add-On/Plugin/Solution out there to enable this sort of pop up windows with few column details at Customer grid?? Technically we can inject JavaScript function to pop up tooltip
with nice windows on Mouse hover event on Customer Grid, but curious, if any one have done that or any article/link for this??
Thanks,
Nick

BAPI/FM in CRM that creates Customer/Bussiness Partner in CRM

Hi All,
My Requirement is to create a Customer(Called as Business Partner in CRM). Can some one tell me if there is any inbuilt BAPI/FM available to create a business partner in CRM.
Regards,
Jessica.

Hello Jessica,
Here is the link for the complete information on how to create the bussiness partner.
Very helpful site to understand the basics.
http://help.sap.com/saphelp_crm40/helpdata/en/8b/0c7d4dc8dcd847abf1dd5b314e2703/content.htm
Cheers!!
VEnk@

Custom activities outlook sync in CRM 2015

Hi All,
Can we sync custom activities with Outlook in CRM 2015?
Thanks
nasayoo

Hello,
No, you can't.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

How do I create my own custom persona to use and share?

I would like to create my own persona and then be able to share with Firefox users. I am clueless as to how to get started. I am sure the information is somewhere in the Mozilla Help database, but have yet to locate it. I just want to create a simple persona with some photos and graphics I have on my computer. I don't really know anything about code. Thanks for your help!

Google Search: '''firefox create a persona'''
* '''Personas for Firefox''' | How to Create Personas https://www.getpersonas.com/en-US/demo_create
* '''Personas for Firefox''' | Frequent Questions http://www.getpersonas.com/en-US/faq
* '''Personas for Firefox''' | Getting Started http://www.getpersonas.com/en-US/getting_started
'''I think you'd have a lot more fun with Styles though''', personas tend to hide things on toolbars, styles can be more helpful (or just as bad)
* '''Stylish''' :: Add-ons for Firefox https://addons.mozilla.org/en-US/firefox/addon/stylish/
* '''Restyle the web with Stylish!''' - userstyles.org http://userstyles.org/
* '''Scrollbar Context Menu''' - Themes and Skins for Browser - userstyles.org http://userstyles.org/styles/54
* '''Scrollbar Menu''' - Themes and Skins for Browser - userstyles.org http://userstyles.org/styles/52
* '''Link Warning''' - Themes and Skins for Mozilla - userstyles.org http://userstyles.org/styles/1301
* '''Tabs, Enlarge list-all-tabs button''' - Themes and Skins for Browser - userstyles.org http://userstyles.org/styles/18553
* '''Tabs Bar Minimal Size''' - Themes and Skins for Browser - userstyles.org http://userstyles.org/styles/9043
* '''Tab Color Underscoring active/read/unread (Fx3.6)''' - Themes and Skins for Browser - userstyles.org http://userstyles.org/styles/24728

Project Server 2010 - create a custom enterprise project field for persons (no text, no lookup table...)

I want to create a custom enterprise project field and would like to use instead of for example a text attribute or a look-up table a field for employees (e.g. project manager) which are coming e.g. from the Active Directory. But when creating this custom
project field I cannot see such an option. What solution do you suggest as I want to avoid that everybody uses different names and spellings for e.g. the project manager and without having to fill the lookup table with all resources of the company.
Thank you so much for your help!

Hi,
Are you using Proejct Server 2007, 2010, 2013?
In case you're working with 2010 version, here is an excellent
blog about how to insert a resource picker in a PDP (project detail page).
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Dynamics crm 2015 import fail entity ribbon XML data that represents the customized elements of the ribbon for an enitity" error.

while import the solution into dynamics crm 2015.import fail is getting.could anybody help me on this.
hsk srinivas

Hello,
I believe first step is to Download Log File and recheck it for error.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

CRM 2015 - Create a customized "Personal Wall", or alter settings on existing "What's New"/Personal Wall

Similar Messages

Maybe you are looking for