Automatically create entity

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Posted on by Community Member

I have a phone Call Activity and would like to create Project entity (custom) based on information from the Phonecall Activity, but i also want to automatically open the New entity so that I can edit it if needed. Any suggestions?

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Community Member on at

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RE: Automatically create entity

Thank you. I will try that
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Mamatha Swamy 5,426 on at

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RE: Automatically create entity

Check this ankit.inkeysolutions.com/.../dynamics-crm-20132011-on-custom-ribbon_25.html
anilambadan 1,160 on at

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RE: Automatically create entity

Please try the link below

ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench
Community Member on at

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RE: Automatically create entity

Thank you for your reply. The custom button couldn't work. Do you have any links on how to create a button?
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anilambadan 1,160 on at

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RE: Automatically create entity

Hi

Please try to create a custom button on the activity and while clicking on the button you can create new entity and open the newly created record.

Or

You can try to create a plugin on create message of phone activity and create the new custom entity. But you will not be able to open the newly created record automatically.

thanks

Anil