Now Reading: Dynamics CRM: Note Control Customization
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Dynamics CRM: Note Control Customization
In
Dynamics CRM 2013 onward Microsoft introduce note control with more options.
Dynamics CRM 2013 onward Microsoft introduce note control with more options.
Note
control have “Posts’, “Assistance”, “Activities” , “Notes”, “One Note” etc.
control have “Posts’, “Assistance”, “Activities” , “Notes”, “One Note” etc.
This is a great Control to see all information in single
control.
But this control does not support any customization. Some
time we need to customize this control for our users.
time we need to customize this control for our users.
I will try to explain how we can customize note control. However,
this customization is Unsupported customization
and not recommended by Microsoft.
this customization is Unsupported customization
and not recommended by Microsoft.
Requirement: – I
had the requirement where I need to show “Activities” and “Notes” on contact
form and only “Notes” on Account Form.
had the requirement where I need to show “Activities” and “Notes” on contact
form and only “Notes” on Account Form.
Solution: – I
have create a html web resource to accomplish my requirement. In HTML we are
getting note control help of getElementById
method
of DOM Javascript. After getting note control based on our requirement we
remove unwanted elements from our control like “POST” and “ASSISTANT” from
contact form.
have create a html web resource to accomplish my requirement. In HTML we are
getting note control help of getElementById
method
of DOM Javascript. After getting note control based on our requirement we
remove unwanted elements from our control like “POST” and “ASSISTANT” from
contact form.
Import below solution in your organization. CRM version
9.0. This solution contains HTML web resource need to use. If you faced any issue
while importing, unpack this solution and create a new HTML web resource in your
organization and paste html code from sav_wsblankhtml
file.
9.0. This solution contains HTML web resource need to use. If you faced any issue
while importing, unpack this solution and create a new HTML web resource in your
organization and paste html code from sav_wsblankhtml
file.
Once web resource is created, add this on contact or other
entity form as required below note control.
entity form as required below note control.
After adding web resource pass parameter to hide required
components. And uncheck visibility. Change value as per requirement.
components. And uncheck visibility. Change value as per requirement.
POSTS=true&ASSISTANT=true&ACTIVITIES=false&NOTES=false&ONENOTE=true
Open “Activities Tab” property and select tab which need to
default and visible always.
default and visible always.
Now Publish your customization. And refresh(ctrl+r) your
entity record.
entity record.
Result: –
Contact record:
Account record:
Share your comments and follow blog to be updated.
Happy CRM!!
Original Post https://dotnetdeveloper2012.blogspot.com/2018/08/dynamics-crm-note-control-customization.html
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