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Scenario 1: 1. Add a button on the ribbon for Contact Entity form. 2. Create a grid for Case entity in the contact form. 3. Create a option set Yes/ No button. 4. Select an account on the contact form. 5. Write plugin code which gets fired when the button is clicked and option set is Yes. This will populate all the cases associated with the Account that is selected on the contact. 6. If the option set is NO, populate all the cases in the case grid which are closed and are associated with the account.
Use Actions to call the plugin through button click
Hello,
So what's the question?
Hi,
Your question is not clear.
If you are looking to execute a plugin from a ribbon button, first clarify that:
To call it on-demand, you may use one of the following approaches:
Calling a Dynamics 365 Action from JavaScript using Xrm.WebApi.online.execute - Carl de Souza
However, you should revisit your approach and the need for the plugin.
You may create a custom code activity and use it in an action/workflow.
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