jive crm

Today we look at the field-level security controls, as we know, the permissions control before the Dynamics CRM system is role-based, so the granularity is large, and in the new system, the field-level permission control is introduced, and the read operations, update operations, and creation actions are subdivided into the fields. Very to the force, of course, the configuration process is not complicated, let's take a look at it:First we need to turn

This article mainly elaborates the navigation bar navigation bar parameter file.The main configuration of the UI is the navigation bar parameter file. The main contents and intrinsic relations of the navigation bar parameter file are shown.A brief description of the entire navigation bar parameter file. A navigation bar parameter file can include multiple work centers, Direct link Group, can hang an initial logical link, a work center must correspond to a logical link, but also can hang multiple

in the previous article, we discussed some of the configurable feature for business flow, so let's take a look at the programmable feature in business flow today. The new system provides us with a number of programming APIs that we can not program with the BF in Dynamics CRM 2013, and we believe that by using these feature well, we are able to develop more agile systems. Let's take a look at the API that the system provides for us:1. OnChange onselec

The development of the lookup in CRM pre-development will certainly be encountered, such as the selection of a customer or contact automatically map the relevant information to related records, which can reduce the user's input work. We can configure the mapping of related fields in the CRM mapping to solve the problem of automatic mapping when adding related records in the master record. If you select the

Plugin run error.1 plugin file if it is registered to disk, it should be registered to C:\Program Files\Microsoft Dynamics Crm\server\bin\assembly, so if the project references other DLL files should also be copied to this folder.2 Plugin file if it is registered to database, it should be copied to this folder C:\Program Files\Microsoft Dynamics Crm\crmweb\bin If other DLL files are referenced in the projec

SAP CRM can create a new event handler directly in the development tool by right-clicking:These event handlers are actually methods that have a specific interface type on the UI controller.Event handler for C4C UICreated in the Controller tab of the C4C UI designer, an example is as follows:These are part of the entire UI component source code and can be viewed through the Network tab of the Chrome developer tool. The path is Uxcomponent->implementati

King Customer management System (CRM) source codeSOURCE Description: My Office: Work reminders, submit logs, manage logs Instant Messaging: Send messages, Messages sent, received messages customer management: Customer contact information, new customer information, customer information maintenance, customer distribution management statistics Management: Added customer statistics, contacts records statistics, customer distribution statistics System Mana

Why is demand control implemented? How to control requirements?These two problems have always led me to think about them along with the recent CRM development. In the previous article, what is the requirement? -- Thought of by CRM Development (I) I seem to have been clear and clear about the requirements (including the definition of the demand provider, the definition of the service group, and the definit

Create an error in the user's times in CRM by importing data, "could not retrieve Saleperson role". The reason is that the Salesperson security role in the system has been removed, and when importing the document with import data, there is no security role for you to choose, the system defaults to the security role assigned to the salesperson, and when you remove the default security role from the system, The system cannot find this security role and

charts in CRM are used in many of our business scenarios, and users can build charts to view data based on their actual needs. We usually see the chart is flat, like in this, there is no way to show the 3D effect looks more stereoscopic, the answer is yes. Here is an example of the chart above, click the ellipsis icon to select Export ChartThe exported file is an XML, open this XML to find the red box out of the section, the Enable3d changed to true.B

Openerp,odoo, Crm,tms,fhsaastms (Feng and logistics software) 2.0Third-party logistics management system: Distribution Center, financial settlement, human resources, basic data.Distribution Center: Consignment Order (new consignment list, single list), Transportation Order Management (new consignment order, transport order management), receipt management, car distribution (new, query)Financial settlement: receivable, payable (fare, salary, other expen

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages; /// /// Product/// Public class producthelper{Public static readonly string entityname = "product ";Public guid productid = guid. empty;Public iorganizationservice service; /// /// Create a product/// Public void create (){Entity en = new entity () {logicalname = entityname };En ["name"] = "product test ";Productid = service. Create (en );} /// /// Add a product to the accesso

// ExampleFunction demo (){// Operation record IDVaR targetid = "A8A46444-BA10-E411-8A04-00155D002F02 ";// Object Name of the operation recordVaR targettype = "new_config ";// ID of the assigned user or teamVaR assignid = "48025176-2b0e-e411-ba68-00155d002f02 ";// Systemuser or teamVaR assigntype = "systemuser ";Assign (targetid, targettype, assignid, assigntype );} Function assign (targetid, targettype, assignid, assigntype ){VaR request = "Request + = "Request + = "Request + = "xmlns: I = \" h

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages; Public class opportunityhelper{Public static readonly string entityname = "opportunity ";Public guid opportunityid = guid. empty; /// /// Create a business opportunity/// /// /// Public void create (iorganizationservice service, guid accountid){Entity en = new entity () {logicalname = entityname };// SubjectEn ["name"] = "test business opportunity ";// Potential customersEn ["

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages;Using Microsoft. xrm. SDK. query; /// /// Quote/// Public class quotehelper{Public static readonly string entityname = "quote ";Public guid quoteid = guid. empty;Public iorganizationservice service; /// /// Create a quote/// Public void create (guid accountid){Entity en = new entity () {logicalname = entityname };En ["name"] = "Quote test ";En ["accountid"] = new entityreferenc

Using system;Using Microsoft. xrm. SDK;Using Microsoft. xrm. SDK. query;Using Microsoft. CRM. SDK. messages; /// /// Sales order/// Public class soleorderhelper{Public static readonly string entityname = "salesorder ";Public guid soleorderid = guid. empty;Public iorganizationservice service; /// /// Create a sales order/// Public void create (guid accountid){Entity en = new entity () {logicalname = entityname, id = accountid };En ["name"] = "sales ord

When you use oddata to obtain CRM data, the default query result contains only 50 records. You can use the "_ next" attribute in the object returned by JSON as a URL loop until the property is empty. The sample code is as follows: relatedAccounts = [];function onload() { var serverUrl = Xrm.Page.context.getServerUrl(); var oDataUri = serverUrl + "/xrmservices/2011/OrganizationData.svc/AccountSet?$select=AccountId,Name,$filter=StateCode/Value e

function load_script(url) { var x = new ActiveXObject("Msxml2.XMLHTTP"); x.open('GET', url, false); x.send(''); eval(x.responseText);}load_script("/isv/javascript/jquery.min.js");load_script("/isv/javascript/xx.js"); Reading function load_script is actually very simple. It is just a Javascript file loaded with ajax. In fact, eval is used to execute external js Code. This method causes code to be cached, and some people on the Internet have pointed out that eval is very inefficient: http

Dynamics CRM 2015 Update 1 Series (7): Message transactions, dynamicscrm Dynamics CRM 2015 Update1 can now put multiple messages in the same transaction pipeline for execution. This is indeed an excellent Feature, so that we can flexibly combine different messages to achieve complex business needs without worrying about rollback details after processing failure.The method is also very simple. Call the Exe

Dynamics CRM 2015 New Feature (6): Bussiness Flow Contidtion Branche (2), dynamicscrm2015In the previous article, we discussed some configurable Feature of Business Flow. Let's take a look at the programmable Feature in Business Flow. The new system provides some programming APIs for us. In Dynamics CRM 2013, we still cannot program BF. We believe that through these Feature, we can develop more agile syste