AgileXRM Documentation
Welcome to the AgileXRM documentation repository!
Please feel free to go to the GitHub repository and create an issue to discuss it.
Disclaimer of warranty
Project Scope
Topics currently in this repository’s scope:
- Introduction to AgileXRM Concepts
- General AgileXRM Guides
- Reference documentation
- How to
AgileXRM Concepts
- AgileXRM Concepts: Get to know the basic elements of AgileXRM
- AgileXRM System Requirements: System requirements for AgileXRM
Visit AgileXRM official site at https://www.agilexrm.com.
Check AgileXRM new features and news at https://blog.agilexrm.com.
General AgileXRM Guides
- Quick Start Guide: Create your first process and dialog to experience the ease and power of AgileXRM
- AgileDialogs User Guide
- AgileDialogs Design Guide
- AgileDialogs Customization Guide
- Process Manager User Guide
- AgileXRM Administration tool
- AgileXRM Import/Export Utility
Reference Documentation
- AgileXRM Shape Reference: Get the detailed documentation of the functionality for each of the Shapes in AgileXRM
- AgileDialogs Shape Reference Get the detailed documentation of the functionality for each of the Shapes in AgileDialogs
- AgileDialogs Controls Reference Get the detailed documentation of the functionality for all available controls in AgileDialogs
How to guides
- How to assign AgileXRM user licenses
- How to enable/disable a CDS entity/ task to execute AgileXRM process
- How to define an email template
- How to send process parameters
- [How to execute an AgileXRM process against CDS entity]
- [How to execute an AgileDialogs process against CDS entity]
- [How to execute a standalone AgileXRM process]
- [How to execute a standalone AgileDialogs process]
- [How to create a new entity record with AgileXRM]
- [How to get context information about entity (CrmBeID & CrmBeType)]
- [How to show CDS data within AgileDialogs process]
- [How to set image picture for existing CRM entity]
- How to define different paths (Conditional activity)
- How to define different paths (Conditional activity multiple)
- [How to execute a remote service from AgileXRM/AgileDIalogs process (ASMX, WCF and REST)]
- [How to transfer files from CDS]
- [How to transfer files to CDS]
- [How to create PDF files from Microsoft Word Template]
- [How to make an AgileDialogs control required]
- [How to show a file within AgileDIalogs]
- [How to personalize AgileDialogs look & feel]
- [How to … (all DialogsEngine API, same as javascript extensions document)]
- [How to send an email using CRM mails]
- [How to wait for CRM event]
- [How to define milesstones]
- [How to define a time limit for activity]
- [How to … Aproval process with AgileXRM]
Others
- Configure the process modeler remote connection
- XRM Connection Window
- AgileDialogs Security
- AgileDialogs Localization
- Hosting AgileDialogs inside a Portal Needs update
- Customizing Look and Feel
- AgileDialogs Breadcrumbs
- User Feedback
- Schema Generic variables
- Populating Combo, Radio-button and Checkbox controls
- Performance Window
- Show JSON data in AgileDialogs
- AgileDialogs client API