How to Open a Quick Create Phone Call through a Custom Ribbon Button?

Here is another tutorial for you.

The requirement is to add a ribbon button so a Customer Service Agent can easily create a Phone Call with minimal clicks in the Unified Client Interface of Dynamics 365. We will also auto-populate the values in the Phone Call form.

Step 1: Create a web resource js file where you will write the custom script to open the quick create phone call form.

Step 2: Add a custom ribbon button in the Contact form using the Ribbon Workbench.

Tip: Make sure that the solution you will open in the Ribbon Workbench only includes the entity you need to modify without all the assets. This will make publishing quicker.

Step 3: Add a Phone Call command in the Ribbon Workbench with CRM Parameter of PrimaryControl. This is the executionContext where you can easily get the attributes of the form.

Step 4: Write these codes:

Your result:

2 comments

  • Thanks for catching that. I didn’t realize I snag the original code I had. I had to move the retrieval of contact details in the same function because of retrieval delays.

    Like

  • Nice. Good point with: entityFormOptions[“useQuickCreateForm”] = true;
    Instead of deprecated Xrm.Utility.openQuickCreate methods.

    Just the second screen seems to be broken.
    getContact method is already implemented with WebApi on the first one.
    Also I think in getContactObject method should be lookupData instead of lookupItem.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s