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Customer experience | Sales, Customer Insights,...
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Show Modal Dialog with Preview box on CRM dynamics

Posted on by

Is there any possible way we can achieve the insert template look and feel on another entity ribbon workbench. 
I want to add a button on case entity form, which would open up to copy some template and then use the template.

Is it possible to do that with customizations in CRM?

pastedimage1614323728061v1.png

  • Muhammad Ali Profile Picture
    Muhammad Ali 235 on at
    RE: Show Modal Dialog with Preview box on CRM dynamics

     Pratiksha Panchbhai 

    Have you resolved this?

    [quote user="Pratiksha Panchbhai"]

    Is there any possible way we can achieve the insert template look and feel on another entity ribbon workbench. 
    I want to add a button on case entity form, which would open up to copy some template and then use the template.

    Is it possible to do that with customizations in CRM?

    pastedimage1614323728061v1.png

    [/quote]

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