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!

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D365 Ribbon Button shortcut to open a Document in SharePoint Online

I’ve come across a request where someone wanted quick access to a policy document which is commonly used by all CRM users. Documents like – a Policy Document, Terms Of Service, or absolutely a common User Guide!

Users find it tedious to remember and navigate to SharePoint to get hold of the same document frequently. So I thought, why not have a simple button to open the document in a new tab? Pretty easy. Here’s how we do it.

Ribbon Workbench

So, we use Ribbon Workbench to add a shortcut button to an entity’s form where if users feel they should look at the document while they’re working on the record, they can easily do so by just clicking it.

  1. Create a button on, say, Account entity form.
    createButton
  2. Use URL Action in Command to enter the SharePoint link to the document.
    ribbonAction
  3. Ensure what type of access you want for the document. Presumed that only people within the Organization should be able to use it.
    docAccess
  4. Use Copy Link feature to get rid of the % from the direct link and use the link in the URL Action and publish changes
    copyLinkButton
  5. Copy the link.
    copyTheLink
  6. And paste it in the URL Action property of the button
    pasteLink
  7. Make sure you select the Command you created and add it to the button as shown below, and maybe also a nice icon too!
    commandButtonJoin
  8. Finally, Publish changes.

Accessing the Document

Now, since you have published the button, we are ready to test.

  1. Go to Account for and click the button.
    clickButton
  2. It will take you to the document whose link you put it in the new tab (or whatever preference you had set for opening the link).
    openDocument

Pretty simple use case. 😊