open new phone call activity in one step

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  You can add your own custom ribbon button that will directly create a new PhoneCall activity.

  You can refer to some samples of this in the SDK:

  http://technet.microsoft.com/en-us/library/gg309386.aspx

  ---

  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Wednesday, August 17, 2011 2:44 PM
  • Marked as answer by Jim Glass Jr Wednesday, August 17, 2011 3:16 PM

  Wednesday, August 17, 2011 2:44 PM

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  thanks so much for your reply - is there a way to do something similar in CRM 4.0?  thanks again

  Wednesday, August 17, 2011 8:30 PM
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  Hi,

  In CRM 4.0, You can add ISV button in CRM Menu Bar as mentioned in the following blog posts: http://www.mscrmdirectory.com/2010/09/microsoft-crm-4-0-isv-config-guide/ and http://social.microsoft.com/Forums/en/crmdevelopment/thread/d8052ebe-78de-45cf-9cf3-adff3c8cd21a

  On button JavaScript code you cna open the CRM 4.0 Phone Call Activity form as mentioned in the following post: http://msdn.microsoft.com/en-us/library/cc150850.aspx

  If you find the post helpful then please Mark as Answer.

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  Jehanzeb Javeed
  
  http://worldofdynamics.blogspot.com
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  If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

  • Marked as answer by Tracy Mangin Thursday, August 18, 2011 2:00 PM

  Wednesday, August 17, 2011 9:43 PM