Display all fields read only in Dynamics CRM Forms

We used javascript to make all fields read only in the MS CRM Forms. We bind the script and on Form "onload event". After "save&Publish" the form.


 function disableAllFields()
 {
   debugger;
    Xrm.Page.ui.controls.forEach(function (control, i) {
    if (control && control.getDisabled && !control.getDisabled()) {
             control.setDisabled(true);
             alert("Hi");
}
        });
 }

we displayed all read only fields in the form

Remove New Registration Process completely from Microsoft CRM Portal

Microsoft CRM Portal allows organizatioon to set up their portal with minimal steps.

When we install the Portal Add-on, the registration process will be enabled by default. The Users can see the 'Registration' page when they click on 'Sign-In ' as shown in below screenshot.

Steps to remove the Registration Process in Microsoft CRM Portal:

Step1: To eliminate the registration process, we can use ‘Authentication/Registration/Enabled’ site setting.

   

  Goto Portals-> Site setting.

Step2: First, we have to create a Site Setting entity record with Name ‘Authentication/Registration/Enabled’ and set the value to false. This setting will completely remove the Registration process from the Portal.

Step3: As seen in the above screenshot, the Register and Redeem Invitation tab has disappeared. 

This setting will not allow users to browse the Register Page URL and the https://<PortalURL>/Account/Login/Register URL is not accessible.

https://<PortalURL>/Register is not accessible.

Restrict portal access by IP address

We want to restrict CRM Portals to run on specific IP Address. So, we can restrict the IP Addresses to open the CRM Portals. We have an in-built  feature available in CRM Portals. Here today i will be taking you through some steps to follow how to restrict the User IP Address to run CRM Portals.


Step1: Goto  Admin Page -> PORTALS

                                    

                              Click on "Manage"

Step2:  It will open the Portal Page.

                        

                           

                     Click on "Set up IP address restriction".

Step3: After clicking on "IP Address restriction". It will open to IP Address.

Click on "+" to add new IP address

Step4:  After adding the IP Address.

                    

Integrate Cafex Live Assistant with Dynamics 365

We have done integration Cafex Live Assistant with Dynamics 365 online instance. So today,we will share you our experience with Cafex Live Assistant. 

Step1:  Open CRM "portal.office.com". Go for administration page. Click on "Live Assistant" to configure with CRM.

 Click on the edit button to configure the Live Assistant.

Step2: After Clicking on Live Assistant then it will ask for email and click on "Submit button" .

After clicking on Submit button. It will display as shown in below screen.

Now, wait for mail response from "Cafex Live Assistant".

Step3: When setup is complete you'll receive a welcome mail from support@liveassistfor365.com with instructions on how to add Live Assist to your website.

Step4: Click on link shown in above screen. It will direct you to Cafex Live Assistant page.

Here in above, it is asking for purchased or trail. Choose your requirement. Trail version will be for 30 days.

This is after integrating Live Assistant in CRM instance occurs, but we need to integrate with end user side also.

Step5:  After choosing, then it directs you to number of users you need to access this Live Assistant.

Step6: Now here we want this Live Assistant to run on Customer Portals. So we need script to integrate this assistant.

We have done like this see the below screen.

In above Screen, follow the steps. To get script and copy the script.

Step7: Make sure that your CRM instance is configured with Customer Service Portals.

We used script in portal templates like shown in below Screen.

We want Live Assistant to be worked on header page of CRM PORTALS. We used that in header template. Save the template.  

Step8: Refresh the Portal page, It will appear like shown below. 

Step9: Start Live chat directly with CRM Users.

In above Screen, Live chat with customer from CRM  USER.

In below Screen, Chat with CRM  USER from Portal.