How to edit/copy commands that run when a button is clicked in the Ribbon Workbench

(1) Share

Report

Posted on by Joseph Nasr

146

Hello, in my Dynamics 365 Sales instance, I have 2 entities: Quote (renamed to Estimation & Pricing) and Order (renamed to Awarded Project).

In each Estimation & Pricing record, there's a button called Activate Estimation & Pricing (it was Activate Quote) that once clicked, sets the record as Active, and shows another button in the Ribbon called Create Awarded Project (it was Create Order):

(1):

(2):

In my Ribbon Workbench, I want to create 1 button that Activates the Quote and Creates the Order at the same time to simplify the user experience, but apparently I cannot access the commands: Mscrm.Form.quote.ActivateQuote & Mscrm.Form.quote.CreateOrder

Is there a way to accomplish that?

Categories:

Quotes / Orders / Invoices

Relationship assistant

Product Integrations (Yammer/LinkedIn/etc)

All responses (1)

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

How to edit/copy commands that run when a button is clicked in the Ribbon Workbench

Hi Joseph Nasr ,

In Ribbon Workbench tool, Right-click button and select 'Customise command'

Through checking these two commands, they are mainly based on custom Javascript action.

You can create one new button and use these two functions to achieve same effect.

Maybe you can create your own web resource, and add these two function name into new resource.

More information:

https://community.dynamics.com/forums/thread/details/?threadid=bda0abda-765f-498b-a565-7c036aa2729b
I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah