Opening New Email Activity Record from Ribbon Button Action

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Posted on by Community Member Microsoft Employee

Hi,

I am adding a customized "Add Email" Ribbon Button on Case Entity.

Now, I want that when I click on this button, A new Email Activity Form should open up and "Regarding" field is updated to the case record from which I clicked the ribbon.

Say, If I click the button from "Test Case 1" Record then Regarding Field should be populated to lookup value "Test Case 1".

I do not want to use Javascript Command Action. Is there any way to achieve the same using URI Command Action for the ribbon.

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MSCRM Guru 600 on at

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RE: Opening New Email Activity Record from Ribbon Button Action

Hi,

You will need to combine the info from CRM URL Addressable Forms and Set field values using parameters to get what you're after.

Essentially you just need to create the right URL and open it in a new window to achieve what you are after.

Good luck.