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Place dialog in command bar?

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Hi all,

I need to improve the disqualify/qualify process on the Lead, Opportunity & Entity. I've done some digging and I know that I can't change form values on the restricted forms - so I was thinking of placing a dialog session in a button in the command bar, is this possible for CRM 2013?

Friday, December 13, 2013 8:15 AM

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Hi,

Yes - this works really well. See my post on how to do it in CRM2011- it is the same for CRM2013 - http://ribbonworkbench.uservoice.com/knowledgebase/articles/140652-create-a-run-dialog-short-cut-ribbon-button

Hope this helps,

Scott
Scott Durow
Blog www.develop1.net Follow Me
Rockstar365
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"
- Proposed as answer by Scott Durow (MVP)MVP, Editor Friday, December 13, 2013 10:42 AM
Friday, December 13, 2013 10:42 AM

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