I know how to add Web Resource (html/js/image) to particular entity or form like Contacs, Account, even custom entity, or dash board. But problem is we want to show Web Resource on each and every form/entity of dynamics CRM.
We are not allowed to use popup.
Please consider we are using Online Dynamics CRM (and not on premise).
Regards
You need to add manually the web resource to each form of each entity.
There isn't an option or a tool to perform this task.
Related
We are using the JavaScript API from within an Outlook addin to set and get roaming settings for the addin.
According to the article linked above, it is possible to set those settings using EWS. I have been unable to find any examples on how to do it. What is the right way to do that?
Yes and there are examples of doing so on the page you linked to eg https://learn.microsoft.com/en-us/javascript/api/outlook/office.roamingsettings?view=office-js
Yes as the above link states
They can be accessed by Exchange Web Services or Extended MAPI. They should not be used to store sensitive information such as user credentials or security tokens.
so you can write using EWS (or MAPI) to modify the underlying FAI item.
I am using the ReportViewer control with custom built built custom parameters panel. I have used only the web service so far to get all reports and their parameters to build the UI for the parameters.
My question is about Chained/Dependent parameters - I can not find a method in the existing ReportService2010 web services documentation that will give me a way to get parameter dependent values based on another parameter. In other words I need to filter parameter values dependent and another parameter.
What is the best way to get the details of dependet parameters and filter them?
I wanted to avoid querying the Reporting Services database and wanted to acheive this via the web service layer only, is this possible?...
I also looked breifly at the network traffic in the browser developer tools at the default web based Microsoft implementation hoping to see web service calls there but there were none. Instead every parameter is hosted in an iframe wich is refreshed with client side code and no web service calls - I have to dig further...
My own solution to this problem...
Requirements
Using client side framework to be able to easily get:
a list of all reports available in a Report Server Folder.
a list of all parameters and parameter details/properties by passing a Report Name.
Context
To build web based modern UI dashboard to display server side RDL reports in more user friendly and interactive way to re-run reports with different parameter selections. The Reporting Control is still used to render the actual report, but a custom parameter panel is build to enable the interaction.
My Custom Solution
I created a new WebAPI web service wrapping up Microsoft.ReportViewer.WinForms to query the Report Server utilizing the existing functionality of the Reporting Control. The challenge was to get all parameter details to re-build the parameters on on the client side.
While the first requirement could be achieved using the ListChildren method of the readily available reporting web service, the problem was it is a SOAP based web service and not easily usable from client side.
When my users view an account, they also want to see data from another system, which is retrieved from a web service on demand (i.e. not stored or cached in CRM). Can Dynamics' web customisation, or other integration features, support this, given XSS restrictions?
The platform is Dynamics Online 2016.
Use HTML WebResource, just like any other html page, use JavaScript to retrieve and display your records.
Customize the account form and embed the created html on to the form.
Along with a HTML web resource, you could also consider the following:
Silverlight web resource (though that is somewhat out of vogue these days).
IFrame another website with your custom content.
Use a ribbon/command bar button to open a website in a popup window which displays the custom content.
Edit:
If you used a HTML web resource I don't think XSS restriction would be a problem. Say for example, you use a HTML web resource, you can then query and present data from the other applications web service. I dont think XSS comes into play here as the HTML web resource is all contained within CRM.
For either an IFrame or HTML web resource you can configure CRM to pass contextual information.
You can provide contextual information by passing parameters to the
URL defined in the control. The page that is displayed in the frame
must be able to process parameters passed to it. All the parameters in
the following table [including record Id] are passed if the IFRAME or web resource is
configured by using the Pass record object-type code and unique
identifier as parameters option.
You can configure XSS restrictions per IFrame.
Use the Restrict cross-frame scripting, where supported option when
you don’t fully trust the content displayed in an IFRAME.
So I think all of these options will work in various configurations.
Is it possible to provide a weblink for a SSRS report without the need for a website or application?
I need to provide a user a URL to a report without that user having access to all the other SSRS reports and settings.
So I what to create a link this:
http://MyServer/Reports/Pages/MyReport
It is possible, here is how to do it:
Set the security of the report you want to share and give the browser role to the user.
Click on the report and provide the URL to the user. The URL will be of this format: http://<YourServer>/Reports_<YourInstance>/Pages/Report.aspx?ItemPath=%2f<YourReportPath>
The user won't be able to see other items if he doesn't have the appropriate rights.
You will have to do this for each report you need to provide.
If you need to disable report subscription, consider using a custom role.
You can also also set the security on the parent folder if you want this to apply on all the reports.
If you need to disable the folder browsing, this can also be done with a custom role (by default the Browser role can Browse).
Summary:
Does anyone know what the minimum we have to do is to get the user to be able to press a button in our app and have the report pop up in an HTML control (Delphi App) with no further input from the user?
Detail:
Authentication is no longer anything to do with IIS in 2008, and a lot of authentication discussion on the web is about IIS and SSRS 2005.
We are looking to display reports within our application and are trying to avoid using the API to re-construct the ReportViewer.
We are hoping to open the reports within an HTML control by passing a URL to the control, along the lines of http://RSServer/ReportServer/ReportDir/ReportName.....
This doesn't work and it looks like it is because the report asks for authentication. We use SQL server authentication for the rest of the app and explicitly want our app installable where domain authentication is patchy at best.
I have enabled Basic authentication which doesn't make much difference, but you don't seem to be able to anable Anonymous Auth, which wouldn't actually be desirable anyway.
Dom.
I've not tried it, but have you looked at this MSDN blog?
EDIT
This may be of more use - it suggests a method of bypassing authentication without running anonymous access
EDIT 2
With basic authorisation enabled, could you simply provide credentials in the URL? - http://username:password#servername/etc/etc?