Create a New Record button for Activity Type entity using Ribbon Workbench: D365

Problem

Typically, when you create a new Activity type of entity and you want a Create button for the same, it just appears in the Other Activities fly-out button and not on the Main ribbon in Activities to be specific.

currentProblem

And you can’t simply drag it out in the Ribbon Workbench since it is a dynamic button.

dynamicMenu

So, in this blog, I’ll create a button to open a new Create record form for my Activity type of entity called Assignment.

Customization

  1. Create a new Solution in your D365 environment and only add Activity entity into it.
    createSolution
  2. Load this solution into Ribbon Workbench and on the Main ribbon, add a button and give it a Name and Icon
    Note: Since there was no space in the Activity Ribbon, I had to sacrifice on of the least used Activities I had.
    sacrificeButton
  3. On that, I created a new Command and provided the below parameters –
    commandParameters
    Make sure you enter the name of your entity in String Parameter shown above correctly, in my case, it is new_assignment.
  4. Attach this Command to the Button
    mapButton
  5. Now Publish and check.

Create Assignment Button in Action

Now, when I go to Activities, I see my button called Assignments

buttonAppears

 

And when I click it, it open the full form for the Assignment entity

newForm

Hope this was quick!

2 thoughts on “Create a New Record button for Activity Type entity using Ribbon Workbench: D365

  1. This is a great tutorial, thanks. I am trying to do similar with a standard/non-activity entity. I can get the button to create the new entity record, but I am not able to maintain the mapped fields. Any idea how to ensure the N:1 mapping works?

    Like

    • Thanks Adam. Unfortunately, I haven’t tried doing that. But what I can think right on top of my head is to pass the current record in the child record’s lookup placeholder and the other fields should flow through mapping.
      Once I get a chance to try this, I’ll let you know. 🙂

      Like

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