web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / create a note through ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

create a note through workflow when a ribbon button clicked(trigger)

(0) ShareShare
ReportReport
Posted on by sachinbisht 10

I want to add a note to my lead timeline through workflow after clicking on ribbon button . any one help 

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,995 Moderator on at

    Hi,

    You can create new custom action, Add step in custom action to create Note same as workflow.

    Now you will call the custom action from ribbon workbench button.

    carldesouza.com/.../

    We can't directly call workflow from ribbon workflow that is why we need to use custom action.,

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    For above request, you have two options as described below:

    1. Calling workflow from JavaScript: Here, follow below steps
    • Create one custom script and register it on custom ribbon button
    • In the script add code as described in below link:

             https://carldesouza.com/calling-a-dynamics-365-workflow-through-javascript/

    1. Calling Action from JavaScript:

    Thanks,
    Pradeep.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 86 Super User 2026 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 58 Most Valuable Professional

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 42 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans