Hi CRMer,
You can do so in CRM & Portal but you need some coding and workaround.
Let's say we have record in entity A. When status of Entity A changes to X, you need to create an SMS, and redirect CRM to this SMS.
To achieve this, you need to use an Action process, and a custom activity. The Action process will have the needed input as per your requirement, and an output param called "SMSGuid".
Add the custom activity which creates the SMS as a step to the Action process. Call this action process using WebAPI JavaScript on entity A form on status change, and on execution success, open the created entity using its Guid that's returned by the Action process, below is the code.
var entityFormOptions = {};
entityFormOptions["entityName"] = "new_sms";
entityFormOptions["entityId"] = SMSGuid; // "8DA6E5B9-88DF-E311-B8E5-6C3BE5A8B200"
// Open the form.
Xrm.Navigation.openForm(entityFormOptions).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});
Hope it helps! If it does, please mark this answer as Verified, this will be greatly appreciated :)
