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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Automatically create e...
Microsoft Dynamics CRM (Archived)

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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  • Suggested answer
    anilambadan Profile Picture
    anilambadan 1,160 on at

    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

  • Community Member Profile Picture
    Community Member on at

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

  • anilambadan Profile Picture
    anilambadan 1,160 on at

    Please try the link below

    ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench

  • Suggested answer
    Mamatha Swamy Profile Picture
    Mamatha Swamy 5,426 on at

    Check this ankit.inkeysolutions.com/.../dynamics-crm-20132011-on-custom-ribbon_25.html

  • Community Member Profile Picture
    Community Member on at

    Thank you. I will try that

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