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Button to add activity from entitylist ribbon

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Posted on by loozle

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Using v9.1 on-prem.

From an entitylist view, how might I add the ability in the ribbon to provide a button to add an activity when a record is selected?
From my Add Activities button, how would I then list the specific activity types I want in a flyout/dropdown?

I am comfortable using Ribbon Workbench, but cannot figure out how to do this.

Any tips, tricks, pointers are welcome.

Thank you

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Hi loozle,

You can create a flyout button with a enable rule which minimum selected count is 1.

Then drag Menu Section to your flyout button and add buttons under it. Use these buttons with custom command to open your each activity type's form.

You can refer to this blog: Add Flyout And Identify Selected Option - Dynamics 365 CE (c-sharpcorner.com).

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