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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How can MSCRM command ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How can MSCRM command bar command used in Flow or plugin

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Posted on by MOHAMMAD

Hello,

I have a custom entity. If the entity record is inserted.

Using flow/Plugin it will create a new opportunity -> add a new quote as draft for this opportunity after that it will also activate the opportunity.

CRM user use ribbon button to activate a quote, i need to activate the quote using Flow/ plugin.

How can i use the MSCRM command bar command used in Flow or plugin?

Screenshot-2022_2D00_12_2D00_21-232128.png

Regards

Mohammad

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  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Mohammad Atiour Islam ,

    Below are the links to run flow from the MCRM command bar:

    1. imperiumdynamics.com/.../Call-Power-Automate-Flow-from-Dynamics365-Model-Driven-App
    2. https://www.youtube.com/watch?v=FQNMo1G9i7c
    3. https://www.youtube.com/watch?v=U9AThfx8ZQE
    4. https://powerusers.microsoft.com/t5/Building-Power-Apps/Manually-trigger-flow-from-Model-Driven-App/td-p/1606117
    5. https://powerusers.microsoft.com/t5/Building-Power-Apps/User-activated-Flow-from-model-driven-app/m-p/303052

    Below are the ways to trigger a plugin:

    1. Update the column using JS, associated with the command button, on change of that column you can run the plugin.
    2. Write a custom action and trigger that action using JS, associated with the command button. Associate custom action with your plugin code.
    3.  https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/232137/is-it-possible-to-trigger-a-plugin-using-javascript 
    4. https://softchief.com/2021/11/29/call-custom-action-from-javascript-and-run-plugin-for-custom-message-in-dynamics-365-or-power-apps/
    5. www.youtube.com/watch
  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi MOHAMMAD,

    Based on my previous experience,

    using the ribbon workbench is probably difficult to achieve, I suggest you use a flow to complete it.

  • MOHAMMAD Profile Picture
    MOHAMMAD on at

    Hi Haig,

    Thank you for your response.

    Can i use standard command in flow?

    Like: Mscrm.Form.quote.CreateOrder

    Regards

    Mohammad

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