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How to create a customized qualify button in the command bar within a customized entity and a customized BPF?

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Posted on by Dynamics try-to-be-... 160

Dear all,

I have created a business process with three stages in a customized entity to manage our speaker leads: 

Image

In the first stage, I created a Lookup data field to make sure the newly acquired lead is already in the Contact entity:

pastedimage1674128517763v1.png

If the contact is found, will it be possible to create a customized button, "Qualify speaker lead"? Can this button achieve the following goals:

-Close the existing lead in the new customized entity I created.

-Direct me to the matching contact profile page so I can update the existing contact profile?

It seems the possibility required a certain formula for this button. Does someone know how to write the formula?

Thanks!

Categories:
Leads or Opportunities
  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: How to create a customized qualify button in the command bar within a customized entity and a customized BPF?

    Hi,

    Please use below link to add ribbon button entity:

    https://cynoteck.com/blog-post/add-custom-button-using-command-bar-in-powerapps/

    Now, You need create one Javascript which trigger on Click of Custom "Qualify Button".

    In ribbon button, you can get the formcontext as described in below link

    https://blog.magnetismsolutions.com/blog/alfwynjordan/2019/10/02/getting-dynamics-365-formcontext-from-ribbon-workbench

    Now, with formcontext you can access BPF field as described in below link:

    https://d365demystified.com/2018/11/17/accessing-multiple-occurrences-of-a-field-in-business-process-flow-using-js-in-d365-crm/

    After this, you can check your condition and if it is TRUE then you close the custom entity by updating the record Status and Status Reason Field.

    And in the success call back of ASYNC function you can open the selected contact record.

    Hope this helps!!!

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 Moderator on at
    RE: How to create a customized qualify button in the command bar within a customized entity and a customized BPF?

    Hello,

    You can check the below links for your customized button:

    community.dynamics.com/.../code-behind-the-qualify-button

    thatcrm.com/.../

    community.dynamics.com/.../how-to-add-a-custom-command-to-qualify-button-within-lead-without-overriding-commandcore

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