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Microsoft Dynamics CRM (Archived)

Suggestions to replace dialog to update email entity custom field

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Posted on by 122

Using dialog its possible to update email entity custom field (option set field). Are there any suggestions to replace dialog, as I dialogs are deprecated feature in CRM.

Thanks

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  • Suggested answer
    Wayne Walton Profile Picture
    13,730 on at

    This might be overkill, but I've been recommending TKDialogs for anyone that wants a replacement for out of the box dialogs: www.teamknowledge.co.uk

    If it's a single field, you might just be able to build a web resource to act like a dialog.

  • Suggested answer
    Adrian Begovich Profile Picture
    1,032 Moderator on at

    Hi thomas.s,

    JavaScript code and Task Flows are good options for replacing Dialogs.

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    Could you please share the complete requirement? This doesn't seem feasible to have a dialog to update single field.

  • thomas.s Profile Picture
    122 on at

    Hi Ravi,

    I am trying to set different statuses for the processed emails in CRM, like completed, waiting for some one, ...... Email is going to be read only so I cant seem to update it. So I am using ribbon button to start a dialog to update that option set field. I need user input here.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    If the emails are readonly, it wouldn't make any difference if you update it using a button to start a dialog. I have once had the similar requirement and achieved it by creating a real time workflow [On Demand] which reopens the record, updates the field and again set the status to completed.

    You can try the same thing but I guess sin your case, you need to have multiple workflows to update the different value on the field. Also, as you are working on emails, you need to have another set of workflow which runs on sent & received emails, this is because for each of these workflow you can set the status back to sent or received.

    Hope this helps.

  • Suggested answer
    Temmy Wahyu Raharjo Profile Picture
    2,916 on at

    Hi Thomas, For open dialog you can use AlertJs. Even their function is not supported (because inside has modifying directly to CRM DOM). This is the best solution I ever think because there is no officially modal dialog in CRM.
    Also Ravi answer is correct. If the state of the record is already read-only, then you have to make thread off to update back your state to active first then do your changes and set it back to whatever you want. For my case because I'm still using CRM 2015 on premise, I use XrmServiceToolkit and call function  XrmServiceToolkit.Soap.SetState("entityName", recordId, stateCode, statusCode);

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