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Showing posts with label templates. Show all posts
Showing posts with label templates. Show all posts

Friday, May 3, 2013

Customize the CRM Ribbon

Ribbon used to perform actions and add custom controls.
Displays actions that are relevant to each area of the application as users access them.
Dynamics CRM provides RibbonDiffXml definitions for all ribbons in the application for you to customize.
You can access the default ribbon definitions in the SDK\SampleCode\CS\Client\Ribbon\ExportRibbonXml\ExportedRibbonXml folder - this will generate all the entities ribbons

<RibbonDiffXml>
    <CustomActions>
        <CustomAction Id="Mscrm.DashboardTab.Favorite.CustomAction" Location="Mscrm.DashboardTab.Groups._children" Sequence="101">
            <CommandUIDefinition>
                <MaxSize Id="Mscrm.DashboardTab.Favorite.MaxSize" GroupId="Mscrm.DashboardTab.Favorite" Sequence="101" Size="LargeMedium" />
                <Scale Id="Mscrm.DashboardTab.Favorite.Scale.Popup" GroupId="Mscrm.DashboardTab.Favorite" Sequence="3001" Size="Popup" />
                <Group Id="Dns.DashboardTab.Favorite" Command="Mscrm.Enabled" Template="Mscrm.Templates.Flexible2" Sequence="100" Title="$LocLabels:Mscrm.DashboardTab.Favorite.TitleText" Description="$LocLabels:Mscrm.DashboardTab.Favorite.DescriptionText">
                    <Controls Id="Mscrm.DashboardTab.Favorite.Controls">
                        <Button Id="Mscrm.DashboardTab.Favorite.EmpApp" Command="Mscrm.DashboardTab.Favorite.EmpApp.Command" Sequence="201" ToolTipTitle="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.LabelText" LabelText="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.LabelText" ToolTipDescription="$LocLabels:Mscrm.DashboardTab.Favorite.EmpApp.Description" TemplateAlias="isv" />
                    </Controls>
                </Group>
                 <Tab Id="Mscrm.Isv.Global" Command="Mscrm.Isv.Global" Description="Place" Title="Place" Sequence="2000">
                    <Scaling Id="Mscrm.Isv.Global.Scaling">
                      <MaxSize/ />
                      <Scale/ />
                    </Scaling>
                    <Groups Id="Mscrm.Isv.Global.Groups">
                      <Group/>
                    </Groups>
                      </Tab>
            </CommandUIDefinition>
        </CustomAction>
        <HideCustomAction />
    </CustomActions>
    <Templates>
              <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
    </Templates>
     <CommandDefinitions />
     <RuleDefinitions />
</RibbonDiffXml>


Friday, December 14, 2012

E-Mail Templates in Microsoft Dynamcis CRM 2011

E-Mail Templates are per-formatted email messages, can use in the different ways:
  • Insert Single or multiple templates into the email body of the messages
  • Send direct email feature by using E-mail templates to send the same message to multiple records (like 1000 contacts).
  • Reference E-mail templates in workflow processes
  • Use E-mail templates in quick campaigns and campaign activities
Dynamics CRM contains more than 20 E-mail templates, like  order, thank you letter, etc.

Organization E-Mail Templates, Click 'Settings' -> Under Business, click 'Templates' -> Click 'E-mail Templates' -> a grid will display all of the E-mail templates ans their types -> Select to view/modify a E-mail template or Create new one.