Skip to main content

Notifications

Dynamics 365 general forum

Phone Call Closing Activity

Posted on by 25

Hi,

I got a requirement to change Label on CLOSE PHONE CALL button pop up window, please see below screenshot where I need to change the pop up window close phone call label. I tried using Ribbon Workbench tool  but doesn't give me any option there to change it any suggestions??

Screenshot_5F00_7.jpg

Screenshot_5F00_8.jpg

  • Suggested answer
    RE: Phone Call Closing Activity

    Hemanth,

    What you are trying to achieve is totally not possible OOTB. You an definitely suggest this as an idea to Microsoft, but till that is delivered by Microsoft, I suggest do not use any unsupported way of customizing the Product. It may break other things as well and it may stop working in the future.

    If you are working for a customer, then there is always this answer - "No, it is not possible, it is not supported and it may cause errors in your system." I think, if you say this with proper reasoning, you dont have complete these unsupported requirements.

    I hope this helps.

  • RE: Phone Call Closing Activity

    Hi Hemanth,

    If want to achieve that, you need to build a complete custom html page and perform the operations of status changes and call the Html Webresource on click of the Ribbon Button.

    Best Regards,

    Surender

  • Suggested answer
    Hemanth Z Profile Picture
    Hemanth Z 25 on at
    RE: Phone Call Closing Activity

    Thanks Eswaranathan, I'll connect with Microsoft regarding this one as I've on premise environment needs to find this resource file.

  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Phone Call Closing Activity

    Hi

    You cannot change that using Out of the box features available.

    I have done some digging and found out that the message displayed in the above dialog comes from this resource file - Main_system_library.1033.resx under web resources

    "Dialog_Close_Activity_Title":"Close {0 - Place holder for activity display name}","Dialog_Close_Activity_Description":"Do you want to close the selected {0 - place holder for count and activity name}

    I have not tried changing this, i do not think its supported, if you have a test environment, you can try changing it but only problem is this message then be reflected on every single activity close dialog as its common for all activities not just for phone call activity.

    If you want to go with supported approach, as LeoAlt suggested, you could try contacting Microsoft but i dont think they can help much on this.

  • Suggested answer
    Hemanth Z Profile Picture
    Hemanth Z 25 on at
    RE: Phone Call Closing Activity

    Thanks Leo

  • Hemanth Z Profile Picture
    Hemanth Z 25 on at
    RE: Phone Call Closing Activity

    Thanks Surender, I need to change only the dialog box. can you provide me some steps to create same kind of button where when users click on the button it gives a dialog box and it should close the phone call when they click ok on the dialog box.

  • Verified answer
    RE: Phone Call Closing Activity

    Hi Hemanth,

    Is that you want to change the ribbon button display Text? or Label on Popup window?

    If it is for ribbon button "Close Phone Call" you need to do the following steps via Ribbon Workbench.

    1. Add Phone Call Entity to Ribbon to a Solution.

    2. Export the solution so that you can re-import if something goes wrong.

    3. As shown below right click the Close {0} button and you see Customise Button(As this is OOB so you need to select to customise it), click that

    3276.2.PNG

    4. As shown below change Label property as what you want to see.

    3276.2.PNG

    5. Publish the changes

    6. Open Phone Call activity and now you should be able to see the change.

    8461.3.PNG

    If you looking to change the Label on popup window, I would recommend to create a dialog and perform the operations you want but it is few clicks and no coding involved. But the form will not refresh when you run the dialog, you need to refresh manually to see the changes.

    Best Regards,

    Surender

  • Suggested answer
    RE: Phone Call Closing Activity

    Hi Hemanth,

    Is that you want to change the ribbon button display Text? or Label on Popup window?

    If it is for ribbon button "Close Phone Call" you need to do the following steps via Ribbon Workbench.

    1. Add Phone Call Entity to Ribbon to a Solution.

    2. Export the solution so that you can re-import if something goes wrong.

    3. As shown below right click the Close {0} button and you see Customise Button(As this is OOB so you need to select to customise it), click that

    0741.2.PNG

    4. As shown below change Label property as what you want to see.

    0741.2.PNG

    5. Publish the changes

    6. Open Phone Call activity and now you should be able to see the change.

    2605.3.PNG

    If you looking to change the Label on popup window, I would recommend to create a dialog and perform the operations you want but it is few clicks and no coding involved. But the form will not refresh when you run the dialog, you need to refresh manually to see the changes.

    Best Regards,

    Surender

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Phone Call Closing Activity

    Hi Hemanth,

    I'm sorry that there is no OOB function to do this.

    I recommend that you could contact with Microsoft Product Team with Ideas.

    experience.dynamics.com/ideas

    Best Regards,

    Leo

  • Hemanth Z Profile Picture
    Hemanth Z 25 on at
    RE: Phone Call Closing Activity

    Thanks Leo for the above suggestion, I'm not much of a CRM coder to follow up with above steps. Is there any way to duplicate above close phone call functionality without much coding??

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

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans