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How to add send button in custom activtiy in ms dynamics crm 2011 RRS feed

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    Hi,
    i am using ms dynamics crm 2011 online trial account. in that i am creating new custom activity(Sent Quote).  i want to add new send button in the activity(similar to E Mail).
    the above picture shows the email window.
    my custom activity is in below picture.in that i want to add new send button.
    it should send quote details to contacts.
    please help me.
    Thanks in Advance
    Chandra
    Tuesday, December 27, 2011 10:13 AM

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    Yes

    Technically you can, but its tricky way i think,

    you need to create one workflow which shoul be on demand and it should send an email for the selected record

    now you can assign the shortcut of this workflow to the new button. (you might write some javascript and rules for this Button)

     

     

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Many Thanks -Bhautik Desai xRM Technologies
    Wednesday, December 28, 2011 12:26 PM

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    Hi Chandra,

    you have to add/edit button in Ribbon

    There are tools available which will help you to add button directly

    please see following tool

    1. http://ribboneditor.codeplex.com/
    2. http://pragmatoolkit.codeplex.com/

     

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Many Thanks -Bhautik Desai xRM Technologies
    Tuesday, December 27, 2011 10:27 AM
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    Hi,

    i am adding new button in ribbon but is it possible to add same send button functionality (like Email) to the new custom button.

    ex: when clicking on the button it send a email to respective person

    Thanks in Advance

    Chandra

    Wednesday, December 28, 2011 5:52 AM
  • Question
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    Yes

    Technically you can, but its tricky way i think,

    you need to create one workflow which shoul be on demand and it should send an email for the selected record

    now you can assign the shortcut of this workflow to the new button. (you might write some javascript and rules for this Button)

     

     

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Many Thanks -Bhautik Desai xRM Technologies
    Wednesday, December 28, 2011 12:26 PM