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Posts Tagged ‘Activity Feeds’

Site map changes after Activity Feeds solution import

In our CRM application we removed ‘Sales’ tab as per a business requirement.

 

Later as part of another requirement we installed ‘Activity Feeds’ managed solution in our application.

 

To our surprise ‘Sales’ tab resurfaced only with “What’s New” link.

Activity Feeds - Sitemap changes

Activity Feeds – Sitemap changes

Fix

To remove ‘Sales’ tab we followed below steps

  • Extract ‘Activity Feeds.zip’ managed solution folder
  • Open ‘Customizations.xml’ file
  • Removed ‘Sales’ sub area xml node and Save ‘Customizations.xml’ file
  • Zip the files and reimport the solution
  • It should remove ‘Sales’ tab

Note – You can include “What’s New” link on Workplace or other tabs required as per your business requirement.

🙂

Undefined Error – Activity Feeds CRM 2011

November 5, 2013 Leave a comment

You might have experienced the below script error, when you click on ‘What’s New’ link on Sitemap

Activity Feeds - Script error

Activity Feeds – Script error

To fix this error, check if the logged in user has “Activity Feeds” security role or not.

Activity Feeds Security Role

Activity Feeds Security Role

 

“Activity Feeds” security roles comes, when you import the “Activity Feeds” managed solution in to your CRM application.

Every user other than ‘System Administrator’ should have “Activity Feeds” security role to view feeds.

Multiple forms of type Main are found. No Record Walls are added – CRM 2011 Activity Feeds Error

August 28, 2013 2 comments

I was getting below warning message, when I tried to configure Activity Feeds for entity ‘Contact’ and selected the “Enable walls for this type of record form” check box

Multiple forms of type Main are found. No Record Walls are added. Configure the walls to the required forms manually

Activity Feeds Configuration

Activity Feeds Configuration

Reason

The reason was, my ‘Contact’ entity has multiple forms of type “Main” configured and CRM does not allow us to check  “Enable walls for this type of record form” check box.

Contact Entity Multiple Forms

Contact Entity Multiple Forms

So to configure the walls for ‘Contact’ entity, we have to do it manually by following below steps

How to configure “Record Wall” to required forms manually

To configure wall manually

  • Choose the form you need to show the record wall for among multiple forms
  • Open the Form Editor
    • Insert a new Tab with single column (Go to Insert > Tab > One Column)
    • Open the Tab to edit (Go to Tab Properties > Display)
      • Name= tab_recordwall
      • Label = Record Wall
      • Uncheck “Expand this tab by default”
    • Tab Properties > Events
      • Form Libraries, add “msdyn_/ActivityFeeds.Form.js” file
      • In event handlers, Add
        • Library: msdyn_/ActivityFeeds.Form.js
        • Function: ActivityFeeds.Form.CustomizationUtils.updateRecordWallRenderingState
        • Check “Enabled.
        • Check “Pass execution context as first parameter”
Tab Properties

Tab Properties

 
  • Save your changes to the tab and return to the form editor.
  • Select the section inside of the “Record Wall Tab”.
  • In the Form Editor, Add ‘RecodWall.htm’ file by click Insert > Web Resource
  • In the “Record Wall” Tab’s ‘Section’, choose ‘General’ tab and set
    • Web resource = msdyn_/RecordWall.htm
    • Name = RecordWall
    • Visible by Defualt = checked
    • Pass record object…= checked
Record Wall Tab's Section Properties

Record Wall Tab’s Section Properties

  • In the “Record Wall” Tab’s ‘Section’, choose ‘Formatting’ tab and set
    • Layout > One column
    • Row Layout > 15 rows (this is flexible, but 15 is standard the standard look).
    • Display border = yes
    • Scrolling = as necessary
  • Save & publish

🙂