Run Webhook Smart Button in Ribbon Workbench | XrmToolBox

You can even Run Webhooks from the ribbon button in Dynamics 365 CRM using the Ribbon Workbench’s Smart Buttons.

In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization

Scenario

For this example – have an HTTP Flow which I want to call using the Smart Button in Ribbon Workbench


For that matter, you can call a Webhook using Run Webhook Smart Button in Ribbon Workbench, let’s see how.

Run Webhooks button

Before we begin, add the entity-only in a Solution and then load it up into Ribbon Workbench –

  1. You can see the Run Webhook button in the Ribbon Workbench menu as below.

  2. When you drag it on the ribbon on the (on the Account Form in this example), you’ll see the below parameters pop-up.
    Title should have the title of the Button to be called on the ribbon.
    Web Hook URL should have the complete URL for the Webhook – An HTTP Flow here.
    Start Confirmation Text should have the text which should be displayed on the confirmation dialog when you trigger this button for Webhook.
    Success Callback JavaScript should have the JS snippet of what should happen if the Webhook call succeeds.
    Error Callback JavaScript should have the JS snippet of what should happen if the Webhook call fails.

  3. Once you click OK, you should see the button show up on the ribbon where you have added it.


  4. You can double-click the button here and see if you need to add any additional properties.

  5. Once you are done, you can publish your changes.

Working

Now, that the changes have been published, let’s look at the Ribbon button –

  1. When you refresh the form, you’ll see that the button has now appeared.

  2. And when you click the same, you’ll be asked the text you entered in the pop-up dialog.

  3. Once you click OK, the Webhook will be triggered and the Flow will be hit (in this example)

  4. In this scenario, it’ll only pass the id of the record.

Hope this helps!

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Thank you!