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Small and medium business | Business Central, N...
Answered

Phone call drop down reason needs to trigger xrm.openForm, but I am not sure if it's possible.

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Posted on by 25

Hi all,

We are working on a solution that involves some task management. Particularly, phone calls. I have added a custom item in the popup under the Closed section to say "Schedule Follow-up Call". In the Processes section I have created a condition that checks when the phone call is closed for this reason, and I want it to open the create phone call form (main or QuickCreate).

I am new to the xrm functionality. I can't seem to find either open form or a place to try to fiddle with the command.

Is it possible to use the xrm.openForm command in a process?

I have the same question (0)
  • shollis2814 Profile Picture
    25 on at

    I am so sorry! Humble apologies. I'll take another look and put it in the right place.

  • Verified answer
    srttel Profile Picture
    on at

    Hi Shollis2814,

    You have created a forum entry within the "Dynamics 365 Business Central" community, I have the feeling that your question is not related to that specific product, you might verify the product you are working on and create this post on a different product in this forum?

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