Showing posts with label mscrm. Show all posts
Showing posts with label mscrm. Show all posts

Tuesday, November 26, 2019

My First PCF Control - Activity analyzer (using Chartjs)

After a little deepdive and with help of PCF Gallery I was able to create my First PCF control, meet Activity Analyzer a humble PCF Control which shows activity subgrid in doughnut chart. 

With limitless possibilities with PCF control this humble can be grown into hulk. 

For all the fellow Dynamics CRM developers, PCF would be easy to pickup if you have worked on HTML, JS based webresources. Initial trouble i had is with TypeScript which is new to me but was similar to Javascript.

Please Refer below Image on how to add the custom control into your form



Parameters for the Control are as below
  1. View Used : Current View to which the control is added
  2. Activity Names: Names of the activities to be displayed in Chart
  3. Activity Color: Color code for the activities mentioned in param 2.
  4. Chart Type: type of the chart to be displayed (e.g.: pie, bar, doughnut, etc)
  5. Chart Title: Title of the Chart to be displayed.


Source Code can be found here, CRM Solution can be found here

Guides for Power Apps Components Framework which helped me out are below
  1. Microsoft Docs
  2. PCF Gallery


Tuesday, March 13, 2018

Dynamics CRM User Settings Solution

HTML based Dynamics CRM user settings utility which will help to Administrator to set the User settings for Dynamics CRM Users.
This tool was inspired by User settings Utility in Xrm Toolbox, when we hit a limitation that Executable cannot be run in the client environment and there was a 2FA authentication required. This caused me to develop this built in Dynamics CRM html component which can be run from CRM to control the user settings.
You can download the solutions from here

You can view the Source code here in Github


How do i Run this rool?

  • This is an un-managed solution, so you can follow the regular steps to install the solution.
  • After Installation and publishing the components refresh the page.
  • Navigate to Settings->Solution, you can see the User Settings Utility button in the ribbon as below

  • Click on the button to open the user settings utility. Left pane will be the list of users, right pane will be the personal settings option that can be modified.

  • Once user is selected from the list, user settings will be retrieved from CRM and shown. Administrator can modify the settings as required and click on save to update the settings back to CRM. 
  • Multiple Users can be selected from the list of users, and bulk update the values to the selected values from the list of options. If no change is intended for the options then Option  "No Change" can be selected.