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.

Similar Messages

  • 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

  • SharePoint List Component Activation Error CRM 2015 SP 2010

    Hi
    We are trying to load up the CRM 2015 list component on SharePoint 2010.  We have enabled the SharePoint Sandbox and did other searching but have not seen any web results for this error.  We have tried to load this in 2 different environments and
    get the same error.  Any help would be appreciated.
    Thanks Paul
    Name=Request (POST:http://pmt-d:80/_catalogs/solutions/Forms/Activate.aspx?IsDlg=1&op=ACT&ID=1&Source=http%3A%2F%2Fpmt%2Dd%2F%5Fcatalogs%2Fsolutions)
    Template Discovery/InitScriptData: cannot get user profile, no UserProfileApplicationProxy exists in the current context
    Solution Deployment : Looking for 'ReceiverAssembly' attribute in manifest root node for solution 'crmlistcomponent.wsp'.
    Solution Deployment : Looking for 'ReceiverClass' attribute in manifest root node for solution 'crmlistcomponent.wsp'.
    Solution Deployment : Missing one or more of the following attributes from the root node in solution crmlistcomponent.wsp: assembly '', type ''.
    System.ArgumentException: Culture name 'sr-cyrl' is not supported. Parameter name: name  
    at System.Globalization.CultureTableRecord..ctor(String cultureName, Boolean useUserOverride)  
    at System.Globalization.CultureTableRecord.GetCultureTableRecord(String name, Boolean useUserOverride)  
    at System.Globalization.CultureInfo..ctor(String name, Boolean useUserOverride)  
    at System.Reflection.AssemblyName.nGetFileInformation(String s)  
    at System.Reflection.AssemblyName.GetAssemblyName(String assemblyFile)  
    at Microsoft.SharePoint.Administration.SPUserCodeSolutionPackage.GetAssemblyName(String solutionRelativePath)  
    at Microsoft.SharePoint.Administration.SPSolutionPackage.SolutionFile.get_AssemblyName()  
    at Microsoft.SharePoint.Administration.SPSolutionPackage.SolutionFile.get_HasStrongName()  
    at Microsoft.SharePoint.Administration.SPSolutionPackage.AddAssemblies(XmlNode root, String strFileDirRelativeToCabFile)  
    at Microsoft.SharePoint.Administration.SPSolutionPackage.ProcessSolutionManifest()  
    at Microsoft.SharePoint.Administration.SPSolutionPackage.Load()  
    at Microsoft.SharePoint.Administration.SPSolutionLanguagePack.CreateSolutionPackage(SPRequest request, String name, String signature, Byte[] fileBytes)  
    at Microsoft.SharePoint.SPUserSolutionCollection.<>c__DisplayClass1.<AddOrUpgrade>b__0()  
    at Microsoft.SharePoint.Utilities.SecurityContext.RunAsProcess(CodeToRunElevated secureCode)  
    at Microsoft.SharePoint.SPUserSolutionCollection.AddOrUpgrade(SPListItem item, SPUserSolution existingSolution)  
    at Microsoft.SharePoint.SPUserSolutionCollection.Add(Int32 solutionGalleryItemId)  
    at Microsoft.SharePoint.WebControls.SolutionItemButton.ActivateItem()  
    at Microsoft.SharePoint.WebControls.SPLinkButton.System.Web.UI.IPostBackEventHandler.RaisePostBackEvent(String eventArgument)  
    at System.Web.UI.Page.RaisePostBackEvent(IPostBackEventHandler sourceControl, String eventArgument)  
    at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint

    Daniel - if I understand your question correctly, Yes, AAM is configured in SharePoint 2010 and working fine. 
    The CRM 2013 List Component activates just fine, I will use that for now while we test CRM 2015.  In my particular case I am using ADFS and IFD but I don't think that matters because I get the error the original poster is getting when I try to activate
    the crmlistcomponent.wsp in the site collection (long before any interaction with CRM).

  • How to use custom forms created in SharePoint 2007 to work in SharePoint 2010

    Hi,
    We have created some custom forms  in SharePoint 2007 (for add a New item and Edit item for some list and libraries) after migration to SP 2010 we found out thet we can use those custom forms because the document versions are 12.0.0.0 which
    should be 14.0.0.0  in  SharePoint 2010
    Could someone please tell me if we can migrate forms from SP2007 to SP2010 as well?
    I even tried to change document Version and content but still not working! Do we need to recreate those forms in SP2010?
    Thanks 
    Kate

    Hi Khojasteh,
    How did you do for changing document version and content?
    Whether you tried to set the forms update automatically, then re-publish them.
    There are some similar posts for your reference:
    Migrate Infopath 2007 to SharePoint 2010 site
    Unable to open infopath forms when migrated from MOSS 2007 to sharepoint 2010
    Migrate browser based InfoPath Forms with code behind from MOSS 2007 to SharePoint 2013
    Plan to upgrade form templates during an upgrade to SharePoint Server 2010
    Best Regards,
    Wendy
    Forum Support
    Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
    [email protected]
    Wendy Li
    TechNet Community Support

  • 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.

  • 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/

  • Display an XML file Content as a treeView in a SharePoint 2013 custom form edited with SharePoint Designer 2013

    Hello everyone,
    Within a list form, user has to select a value amongst a huge number of availables options.
    Instead of using something like a dropdown list, which would be very boring to parse, I would like to display possibles values in a treeview.
    To do that, I tried to use an <Sharepoint:SPTreeView bind to a SharePoint:SPXmlDataSource who read data from an XML File.
    <SharePoint:SPXmlDataSource runat="server" DataFile="../../SiteAssets/App_Data/myfile.xml" AutoSave="True" XPath="" ID="myDataXml"></SharePoint:SPXmlDataSource>
    <SharePoint:SPTreeView runat="server" ID="MyTreeView" DataSourceID="myDataXml" />
    But when I try to display the form in my web browser, an error occurs.
    Therefore, my question is : Is it possible to display the content of an Xml file as a treeView in a SharePoint 2013 custom form edited with SharePoint Designer 2013 ?
    If the answer is yes, how ? Which are the required properties for "SharePoint:SPXmlDataSource" tag and "SharePoint:SPTreeView"  tag ?
    What are the requirements to use thoses tags ?
    Regards,
    Florian.
    Ps : I dont have access to the server side of the SharePoint site I am working on.

    Assuming that https://fullsitename is a new URL address did you make sure to update your browser to include it in the Trusted Sites zone?  The message you are quoting is exactly the one you get if you don't have it in Trusted Sites.
    Paul Stork SharePoint Server MVP
    Principal Architect: Blue Chip Consulting Group
    Blog: http://dontpapanic.com/blog
    Twitter: Follow @pstork
    Please remember to mark your question as "answered" if this solves your problem.

  • 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

  • InfoPath 2013 customized forms no longer working after linking Sharepoint 2010 list to MS Access 2013 database

    Hello,
    I am having trouble with my infopath form now that I have linked my Sharepoint list to an Access database.  
    Background:  I created a simple SharePoint list and a few workflows to have users submit requests for changes to my organization's EMR system and have those requests be approved by the appropriate manager/department.  I used
    InfoPath to customize my form so that it would hide/show different portions depending on what the user selected.  The form has 3 views: NewItem, EditItem, ViewItem. 
    Issue: The form and workflows were working great until I linked my SharePoint list to an access database so that I could run queries and reports using that information. Now when I click "Add New Item" on my Sharepoint site,
    the correct form opens but the fields do not allow me to input any data and some of the formatting for the form has changed (ie: the text boxe fields are no longer centered.  I opened the form in InfoPath and it displays perfectly fine in there but
    not once it's published to the site) . 
    The only way that I've been able to input new data is using Datasheet view in SharePoint.  
    Is there a way to fix this issue?  I really need to be able to have the customized forms for users to fill out the information since most users are not familiar enough with SharePoint to expect them to be able to use Datasheet view to submit their requests. 
    Again, I'm using InfoPath 2013, Access 2013 & SharePoint Server 2010
    If the issue cannot be fixed, how can I disconnect or unlink my SharePoint list from the Access database because when I cliecked on "delete list" from inside Access, a warning popped up stating that it will also delete the list off of SharePoint
    as well.  If I can get the list back to the state it was in before linking to Access then I'll be happy enough to export it excel and then importh the excel file to Access as a work around for reporting purposes since I don't have to run the reports that
    often. 
    Any insight would be very helpful!!

    Hi Bostic,
    I tested the same scenario per your post in my environment, however the InfoPath form was not affected if I used the list as external data in Access database.
    The issue may be due to the browser you used.
    I recommend to verify the things below:
    Change another browser to see how it works.
    Add the site to the trusted zone and add to compatibility settings in Internet Explorer.
    Test with a new list to narrow down the issue scope.
    As a workaround, you can save the list as a template including content, and then create a new list based on this template.
    Learn how to Save a SharePoint List Template:
    http://www.fpweb.net/sharepoint-2010/tutorials/content/save-list-template/#
    Best regards.
    Thanks
    Victoria Xia
    TechNet Community Support

  • Sharepoint 2013 pass custom form data

    I am asking the question since this is my first project working with Sharepoint 2013.
    Here is the project requirements:
    1. I created a custom list for users to enter data in a custom form that is modified by Infopath 2013.
    2. Once the user clicks the 'save' button on the custom form, the workflow is started and the workflow will be waiting for certain users to accept or reject the form.
    3. If the form is rejected the user needs to make modifications and the form can be  resubmited.
    4. Once the custom form is accepted, the user will be required to submit bimonthly updates on the progress of the request they made based upon the start and end dates submitted on the original form.
    5. After the custom form as been accepted, a master/detail will be setup with the master being the accepted form and the bimonthly updates will be details.
    Here are my question:
     I want to pass the information from the accepted form to the master/detail form that will do the following 'Once the custom form is accepted, the user will be required to submit bimonthly updates on the progress of the request they made based upon the
    start and end dates submitted on the original form'. Would you tell me how to pass the information from the accepted custom form to being the 'master' part of the master/detail form I just mentioned?
    Is this a good solution? If you how would you change the design and how would you make these coding changes and what would the design change be?

    Hi Scampsman,
    Based on your description, my understanding is that you want to pass data from one InfoPath form to another InfoPath form in SharePoint.
    To achieve this goal, we can write code in the details form with FormEvents_Loading to capture and display the incoming parameters passed from the original form.
    Please refer to the link below for more detail steps(same for InfoPath 2013):
    http://sharepointbeeeye.com/infopath-2010-passing-data-between-forms/
    Best regards.
    Thanks
    Victoria Xia
    TechNet Community Support

  • Urgent: Custom Form Development in CRM Applicaiton

    I have built a custom form in 6i using the TEMPLATE.FMB file from 11i applications.
    The form is called from with in the Contact Customer Form Module through the zoom feature. The custom form is called from the zoom but I am getting a Developer Error, cannot find Menu Item. I believe the problem is that I need to reference a Menu file (mmx) in the custom form. However, I have tried FNDMENU but it still gives me the error. Are ther any suggestions or has someone encountered this problem before.
    Any assitance is greatly appreciated.

    The custom form first should be register in the appropriate menu. For that first a menu item has to be created by Oracle Apps DBA and then the form has to be linked to this menu item.

  • 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

  • How Remove Sample User Form CRM 2015 Online

    I have CRM 2015 Online and Use Sample Data And Sample User
    I have remove the Sample Data which is removed but how I remove the Sample User
    There is no option for delete and Disable User in CRM 2015 Online on System User Entity
    One thing More in Office 365 Admin there is No Sample User Exists so that I can delete or Disable
    Muhammad Sohail

    Like Every CRM 2015 Online contain Built in Sample Data (Accounts,Contacts,Leads,Opportunities,Cases,Campaigns,Goals)
    Similarly have CRM User Approx 24 User and these user not showing in Office 365 Licensed User List.
    I remove the sample data and also want to delete or disable that sample (demo) users but how??
    Muhammad Sohail

  • Flitered Sub-grid in Online CRM 2015

    Hi all ,
       I have the following requirement. In Case form we included multiple sub-grids (Opportunity,Lead, etc..). On selecting the value in customer field, only the related records of that particular Customer should flow in the
    respective sub-grids.
    The same functionality we worked in CRM 2013 which was working fine. At present in CRM 2015 on loading the form some times it is working & some times it is not working (means some times it shows related record & some times it shows all records).
    Unable to identify the issue. We have also tried by refreshing the sub-grid twice in J-script.
    Any solution?
    Thanks &  Regards
    Shankar

    Hi Polat,
     Thanks for your reply. We have done the same work. Please find below Jscript we have used, which is working fine in CRM 2013. In CRM 2015 some times it works & some times it shows all the records with out filter. So any other solution for
    this issue.
    function BindGridSubscription() {
        // Get  Customer
        var lookupfield = new Array;
        lookupfield = Xrm.Page.getAttribute("customerid").getValue();
        if (lookupfield != null) {
            var lookupid = lookupfield[0].id;
        else {
            return;
        var relatedSubscriptions = null;
        relatedSubscriptions = document.getElementById('sgvSubscriptionDetails');
        if (relatedSubscriptions == null || relatedSubscriptions.readyState != "complete") {
            setTimeout('BindGridSubscription()', 2000);
            return;
        var fetchXmlSubs = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>";
        fetchXmlSubs += "<entity name='opportunity'>";
        fetchXmlSubs += "<attribute name='opportunityid' />";
        fetchXmlSubs += "<attribute name='tec_zone' />";
        fetchXmlSubs += "<attribute name='totalamount' />";
        fetchXmlSubs += "<attribute name='tec_subscriptiontype' />";
        fetchXmlSubs += "<attribute name='tec_copystartdate' />";
        fetchXmlSubs += "<attribute name='tec_copyenddate' />";
        fetchXmlSubs += "<attribute name='tec_subscribedscheme' />";
        fetchXmlSubs += "<attribute name='tec_subscribedproduct' />";
        fetchXmlSubs += "<attribute name='tec_schemestartdate' />";
        fetchXmlSubs += "<attribute name='tec_schemeenddate' />";
        fetchXmlSubs += "<attribute name='tec_poimplementationdate' />";
        fetchXmlSubs += "<attribute name='tec_bookingformnumber' />";
        fetchXmlSubs += "<attribute name='tec_bookingdate' />";
        fetchXmlSubs += "<order attribute='tec_zone' descending='false' />";
        fetchXmlSubs += "<filter type='and'>";
        fetchXmlSubs += "<condition attribute='customerid' operator='eq' uitype='contact' value='" + lookupid + "' />";
        fetchXmlSubs += "</filter>";
        fetchXmlSubs += "</entity>";
        fetchXmlSubs += "</fetch>";
        relatedSubscriptions.control.SetParameter("fetchXML", fetchXmlSubs);
        relatedSubscriptions.control.Refresh();
    Thanks
    Shankar

  • Do you have support to integrate echosign with Dynamics CRM 2015, If Not, When it will be possible.?

    Do you have support to integrate echosign with Dynamics CRM 2015, If Not, When it will be possible?

    Hey Mantas,
    Do not expect that feature any time soon. I do not even see that being a feature this year.
    Considering all that is going on and required to be finished and sorted a lot more is/will need to be done.
    In terms of what you can do I have done things like used the refer a friend form which you can style and use that to send emails out to the needed people. I have submitted multiple web forms with ajax etc as well.
    You have the custom fields for the people and emails (if not you can add them) and you can use those to send emails off to people, you just do not have a workflow so your not pestered with it but the notification message is the one that goes out and can have a template applied.
    So there is a number of things you can do to get that going along those lines. I have done a few variations of this on different sites.
    Warning note though - Ajax submission for custom web forms has a total character limit (all fields) of 1024 characters, which is not a lot.

Maybe you are looking for