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IFrame and onSave functionality

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Hi,

I'm having a problem with the MobileCRM.UI.EntityForm.onSave and my iFrame.

I'm able to customize the iFrame and save a Payment entity, but when I load the values on the iFrame and tap on the save icon on the top left corner the onSave never got triggered.

What can I do to trigger the onSave?


Thanks
jose


Spell Check

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Hi,

Is spell check something that is in the pipeline for the Mobile CRM app? 

Thanks!

Sam


Change Error Messages

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Is it possible to change the description of a error message.

Unable to install Mobile CRM on Windows RT Surface

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Hi,

I'm trying to download the Mobile CRM app onto an older Windows RT 8.1 Surface from the Windows store but I get the following error:

Purchase error

Sorry, this app can't be installed. Your PC might not meet the minimum system requirements or might be out of date. Check Windows Update to make sure you have the latest updates installed.

It has the latest Windows updates installed. Is the device supported? 

Thanks,

Sam

Case Resolution Dialog Problem on RESCO Mobile CRM

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On PC (CRM 2011), when user would like to resolve case, the case resolution dialog will pop up to allow user input resolution for the case.  

On Mobile CRM (version 8.0+), when user resolves case, Mobile CRM allows user to select resolution and close the case.  

The problem is when we sync and check back on PC, the cased was closed but the resolution on PC does not sync back to server.

Please help

Thank you

Recommended Image Sizes for Offline Content

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Hi,
I have to upload few images in the offline html section.These images will be displayed using Iframes on the forms. I have few questions

1) I tried uploading a png image and displaying it via a Iframe on a form. I could see the image in the desktop client but not in tablet. I created an html file and added that image in it and changed the Iframe source to point to html. I could see the image/html file in tablet! Is this usual behavior? Why are the images not visible directly?

2) Is their any recommendations on
a) How many images can be uploaded in offline section?
b) Size of the image?
c) Type of Image?
d) Total Size of all Images?

Please provide me some answers.

Thanks
Monica

Mobile Device Selection

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Hi,

I am working with a client to select mobile devices to be used with Resco Mobile CRM For Dynamics CRM and was wondering if functionality differs in any great way between devices.

I have mostly used IOS devices with Mobile CRM in the past (both iPhone and iPad) but my client is looking at cheaper alternatives on the Android or Windows OSes.

What functionality if anything is missing (or additional) on the Android or Windows client app? e.g. I notice that photo capture is listed under IOS and Android but not Windows client features. Is this something that is missing from the Windows client?

Also how does the Mobile CRM client identify if the device is a phone or a tablet? For example would a phablet such as the iPhone 6 Plus or Samsung Galaxy Mega 6.3 be identified as a phone or tablet in the app? Ideally we would like to see the tablet style layout on these devices.

Many thanks.

Show Retreived Records on Account/Contact Form (fetchxml)

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I'm learning about several resco features but am new to resco.  For instance I did read about the Javascript Bridge .

The original task was to take serveral relationships between account and opportunity and several relationships between contact and opportunity and display them in one area.   For instance an opportunity may have two custom fields - 'Project Driver' and 'Salesperson' - and they're both contacts.  But I'm not interested, coming in from the contact form, having a grid for 'Projects Drivers' and a grid for "Salespeople' I want them both in one 'area' as 'opportunities' not as specific relationships.  This has been accomplished in the online crm.  I have an HTML web resource that uses the XRMServiceToolkit to call fetch functions on several relationships, displaying them in HTML.  To make this work, I pass the
parent window's id to the web resource and use various filtered fetch commands.  (the filter is the parent id)  The end result is that I fetch the needed records and then display them programmatically.

 

I know how to make the mobilecrm links to entities, but I don't know how to get them onto the account and contact screen based on the fetchxml.  Ideally I do not want to have to run a third party site and use an iframe (that would be a last resort).

 

How would you advise making a similar tool in Mobile CRM to what I have created using the xrm service toolkit?  Keep in mind that I am not familiar with much of mobile crm, but do have woodford installed, can make minor customizations and have written a similar application in the online crm.


Error While Synchronizing

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Hi, My company is assessing both the Microsoft CRM and the Resco client. I´m getting the error below while syncing the Resco client with Dynamics CRM Online: I get: Syncing Syncing ServerDeletes 'Exception while fetching entity annotation Server Error: -2147217149|Annotation entity doesn't contain atribute with Name = ''Id'';|2015... I'm am using the evaluation Dynamics CRM database. Any clues? Windows 8.1 x64 Surface Pro 4 GB RAM Thank you.

Hyperlink to show entity info

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Hi, I have an iframe that display the invoice number. I want to make this invoice number a link so when the user tap/click it will bring the invoice information.

I was trying:

<a href="javascript:showInvoiceInfo(id)">12234</a>

and then:
but is not calling this function

showInvoiceInfo : function(invoiceId)
{

var invoiceRef = MobileCRM.Reference("invoice", invoiceId);
var relationship = MobileCRM.Relationship("new_invoice_new_paymentlineitems", invoiceRef, "new_paymentlineitems", "new_paymentid");

// I tried with the relationship variable but did not work
MobileCRM.UI.FormManager.showDetailDialog("invoice", invoiceId, null);
}

any help would be greatly appreciated.

Thanks
Jose

Disable Activity Complete?

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After reading about the possiblity of disabling a menu command for leads in another post, I went looking for similary capability for activities, but it was not there.

We do not want our users to complete activities. Is there a way to prevent this in mobileCRM? Ideally, we would like to remove the entire menu item in the top right corner, but I'm open to other ideas.

Thanks!

Disabling Qualify Function for Lead

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Good Morning.

Is there a way in Woodford where I can disable the "Qualify Lead" functionality to prevent the user from clicking on it? I.e the users should only see the Save button and not the menu button next to it.

In CRM we have a process where a lead is created and goes through a process before it is manually closed. We hid the "Qualify" button in CRM so that users could not select it but users now found the button in Resco. I have looked in JSBridge but can see anything to help achieve this.

Many thanks
Wynand


New Release Capture Ink Functionality

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Hi there.

I your latest update (http://www.resco.net/company/news.aspx?file=2015-06-02 ) there is reference to a new function whereby a Resco user can “Capture Ink” on a new document added to SharePoint. I added the SharePoint list to the account form and added a new document. However I do not see this option that Resco is referring to under the options menu. Is this something that needs to be activated or added in Woodford seperately? Please advise what I need to do here as my client has a requirement  to have customers sign documents and saved to SharePoint.

Under the Options menu I can see the following:

Capture Picture, Choose Picture, Select File, Record Audio, Record Video, Cancel.

Under the (+) icon I can see New Document and Add existing Document. According to the link above, this applies to adding a new document. When i click on New Document I get another set of options namely Signature (opens a blank canvas), Capture Picture, Choose Picture, Select File, Record Audio and Record Video. 

I click on Select File and Navigate to the folder where my documents are saved. When I select my file I just see the name of the file with a Save option and under the Action menu I can see Clear, Open, Copy and Cancel. I think this is where the problem comes in. When I click on  Open, I am asked to "Complete Action Using" Mobile CRM or Polaris Office. Choosing Mobile CRM just takes me back to the previous screen.

Note that the Resco App (Andriod) and Woodford has been updated. 


Thank you 

Wynand

Display (not alert) basic fetchxml links (resco format, iframe)

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Hello,
I am having issues writing to an iframe with text (not alerts, I've figured out how to do alerts) in mobile crm and the examples are overkill.  The examples all involve dropdowns and alerts and multiple options.  I don't want that.  I want simple lines written to the offline html document, not even in a table.

Can someone please give simple sample code that takes fetchxml, runs a for loop and then outputs two parameters (ideally the name and the id) in rescocrm link format?  I assume the jsbridge will be used here.

The fetchxml can be as simple as you want - ideally it would pull down the name and opportunityid off of an opportunity and then filter based on the accountid which is passed - but just getting any fetchxml to write to the actual iframe would be enough for me to figure the rest out.

Windows.Location.Search not working to retreive parameter on windows phone Iframe

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Page 187 of the woodford guide says this:
[quote]You can pass any property of the entity to the html. To do this, use the following syntax: file://filename.html?{entitypropertyname1}&{entitypropertyname2}&...&{entitypropertynameN}
To access these properties from within the HTML file, simply get the window.location JavaScript object and split the search property string:
var params = window.location.search.substring(1).split('&');[/quote]


Yet I'm doing exactly that, I'm saying file://file.htm?{accountid} and I get nothing when I run the windows.location javascript on my windows phone and use both and alert (MobileCRM.bridge.alert) and a div to try to capture the parameter.

We need this feature to complete something we are working on.  We need to pass the guid to use it to filter.


edit: it could be the version.  I'm publishing in an earlier version to get it to work.  The phone only downloads a 7.x version.

Map accounts close by

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You (Resco) posted this nice video on how to make different pins based upon whatever critiria on the account. Great, when I lookup a global map. What I want, extra, however, is to view an account, view the location of the account on a map (all good), and then see other accounts nearby, with different pins.

How to do that?

The business scenario is, I plan to visit a customer somewhere and want to get an idea about customers close-by, to offer a curtesy visit.

Rgds.
Per

Set required level in Rule Editor

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I can set the enabled and visibility attribute of a form field in the rule editor, however, I also want to set the required level for a field. How do I do that?
Rgds,
Per

How to localize error messages

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I have a number of validation rules, which result is error messages to the user. How do I localize these messages? I haven't found a way to reference a localized string id from a rule.
Rgds. Per

Cookies, anyone?

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I have some option sets where a user's selection in most cases are the same from new record to the next. In the web-based app I use cookies to implement that. What would a reasonable solution be in Resco mobile app? - I do not want to redevelop the whole form in JS.
Rgds.
Per

Disable Dropbox

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Dropbox is fine, however, we do not want to use that in our company. So how do I, e.g. in Mobile CRM Configuration disable that for all users?
Rgds,
Per
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