Con più domande
i am using CRM 2011 online trial account. in that i want to add new button in ribbon in Accounts Home page. the below image shows where i want to add new button.
when i am clicking on that button it should open a new sent quote (Custom entity)record.
is it possible to do that?
previously i am trying to do this using url in the button, but it does not works.
how to know the url's of entities to open a new record?
Thanks in Advance
Tutte le risposte
Hi chandra use CRM Ribbon editor to add a button,
copy the requested url and paste.
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- Proposto come risposta san Sanz martedì 27 dicembre 2011 09:52
As san Sanz suggest you can use the CRM Ribbon editor to customize the ribbon menu. But actualy i'am also wondering what you would like to activate with the button. Does the button just have to open the standard form for your 'sent quote' entity, or is it more complex then that?
What url do you use?
thanks for your reply
yes it open the standard form of sent quote. but how to know the url of the sent quote.
i am trying copy the url of new sent quote form and paste in actions tab.but it not work.
the way am doing is right?
suggest me the way to do this.
If the Quote Sent entity contains a reference of Quote record and you are adding the button on Quote entity form then you need to also pass the _createFormId and _createFormType paramters in the Url via JScript, you may reffer to the following URL for further details: http://msdn.microsoft.com/en-us/library/gg328483.aspx
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- Proposto come risposta Jehanzeb.Javeed mercoledì 28 dicembre 2011 07:18