Open newly created record in Dynamics CRM programmatically RRS feed

  • Question

  • Hi, 

    Is there a way we can open the newly created record in CRM. Let's say when we convert the Quote to a Sales Order in CRM the newly created Sales Order record pops up. I want the same thing through CRM plugins. Actually I have a requirement where I have a custom button on the Quote entity and when I pressed that custom button I am firing a plugin (post update/asynchronous) which do multiple things like updating the quote status, create a new sales order record and also there is one another custom entity which has 1:N relationship with sales order and I am associates newly created sales order guid with this custom entity. Everything is working fine. I just want to open the newly created sales order record as soon as all the above process is completed. 

    Kindly let me know if it there a way or solution so that we can achieve this functionality. 

    Thanks and Regards 

    Sandeep Sharma
    Friday, May 30, 2014 10:00 AM

All replies

  • There won't be a direct way to open a record on the client from the server through a plugin. Might be possible if your plugin runs synchronously to set some field on the record and then use JavaScript on the client side to open your new record.  

    Jason Lattimer
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    Friday, May 30, 2014 12:48 PM