Welcome to the AgileXRM documentation repository!
Please feel free to go to the GitHub repository and create an issue to discuss it.
Topics currently in this repository's scope:
- Introduction to AgileXRM Concepts
- General AgileXRM Guides
- Reference documentation
- How to
- 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.
- 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
- 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 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]
- 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