Site map button to create a new activity

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Hi all,

Does anyone know how i can create a button in the sitemap that will take a user to a new activity create record, much like how quick create works?

So on clicking a new button 'phone call' in the sitemap for example it will open up a new phone call record ready for the user to enter data?

I know i can add a button to go to 'phone calls' then click new, but i want to avoid this and go straight to a new screen.

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necsa 3,455 on at

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Hi Graeme,

take as reference following links to get idea:

community.dynamics.com/.../196411

msdcrmblog.wordpress.com/.../create-a-custom-html-page-which-shows-under-the-navigation-barmscrm-2013

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awalters 3,079 on at

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You can just enter a URL for a sitemap item - it doesn't need to be a web resource like in the links (although obviously it can be). You can form a URL to go directly to any entity in something like this format: https://<orgurl>/main.aspx?etn=phonecall&pagetype=entityrecord , to go to a new phone call. More info on the syntax of how to form these links here: docs.microsoft.com/.../gg328483(v=crm.8)

(It's marked for a previous version, but it still works just like this in 9.1.)

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Thanks Alison, however i have tried this and when we login with the mobile app it pops up in a browser window taking you away form the app, would really like the solution it to work in both web and mobile versions.

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awalters 3,079 on at

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Hmmm...interesting. This post seems to address this, or something similar: www.inogic.com/.../deep-linking-for-dynamics-crm-tablet-client

Looks like the link is generated differently for the mobile client. So at a guess - you'd need to figure out what your URLs are for each, and then maybe have your sitemap button open a webresource that uses JS to ascertain what client is being used and then open the correctly formatted URL?

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Priyesh 7,396 User Group Leader on at

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Hi Graeme,

Not for SiteMap, but I've put a ribbon button to open a new activity. See if it might help you out of context.

You can refer my blog on the same - d365demystified.com/.../create-a-new-record-button-for-activity-type-entity-using-ribbon-workbench-d365

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