Add Shortcut or Button to Full Task Form in a Case

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Posted on by RyanE

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Hello,

I just upgraded to Dynamics 365 v9.0 and the buttons I created to launch the full forms for activities no longer works. I managed to remove this, but I am still looking for a solution.

We have a custom task form (that allows us to enter time spent) that we use when adding a task to a case in Dynamics. Being that we need to add time, we cannot use the quick forms that are the default when using the Activities area. As a workaround, users can click on the "see the records associated with this view" button on the activities area. There they can click on "Add New Activity" > "Task" and then the full add task form comes up.

Please let me know the best way to access this form from the main page of a case. Alternatively, if there is a better way to add time spent to a case, I'm all ears!

Thanks!

Ryan

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RyanE 180 on at

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RE: Add Shortcut or Button to Full Task Form in a Case

When clicking on the buttons, nothing ever happens. I do not receive any errors.

I'm sorry but I am not familiar with the Debugger Tools. I'll look into how to use them with Dynamics if that's helpful to resolving this situation.
Aric Levin 30,188 Moderator on at

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RE: Add Shortcut or Button to Full Task Form in a Case

Hi Ryan,

Regarding the buttons that do not work, did you receive an error, or do they just not response (don't run the code behind their functionality)?

Can you check Debugger Tools and make sure there is no error?
RyanE 180 on at

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RE: Add Shortcut or Button to Full Task Form in a Case

Does anyone have any ideas on this issue?