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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom the action of r...
Microsoft Dynamics CRM (Archived)

Custom the action of renewing contract

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Posted on by Community Member

Hi All,

I am trying to overwrite the system action of renewing a contract
The system action when pressing on "renew contract" button ,is taking

  1. copy from the expired contract
  2. create new contract with status "Draft"
  3. pasting the data from expired contract to new drafted contract 

This action is disastrous for me because I have a lot of custom entities and records which associated with the expired contract ,and I also want to link them with the new renewed contract 
So what I want when pressing on "renew contract" button , is to change the status of the original contract from "Expired" to "Draft"
I tried to make a workflow which run on demand ,But it gives me error when run this workflow 

Advise Please,Thanks In advance 

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Custom the action of renewing contract

    Hi Martina,

    You can create a copy of the existing record. There are several paid and free custom colution which you can use-

    community.dynamics.com/.../246130

    github.com/.../Clone%20Record.md

    Hope this helps.

  • Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Custom the action of renewing contract

    What error are you getting? please share screen shot.

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Custom the action of renewing contract

    Hi Martina,

    You can try following:

    1. Hide the existing Renew button

    2. Create a new button that looks the same as the existing one and when it's pushed, invoke a CRM Action. via JavaScript

    3. When the action is invoked, have a plug-in triggered that does the logic you need

    Here is an example, which I hope might get you started: www.wipfli.com/.../160810-calling-custom-actions-from-javascript

    Hope this helps,

    Radu

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