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dynamics-crmdynamics-365

Buttons in a view in Dynamics 365


I am new with Dynamics 365 and are not sure of how I can achieve this. I am looking into having some buttons in a view. Maybe a view isn't the best way of doing it, but what I want to do is to have a list of records connected to the logged in user (similar to a view) But on each row/record I want to have multiple buttons. These buttons can be like 'Complete' (Changes status on task and updates the view) , 'Send email'(Starts a workflow) and so on.

What are some of the ways of doing this? Either with Javascript/C#/plugin or something else.


Solution

  • This can be achieved with RibbonWorkbench. My answer does not differ much with @arun vinoth answer but just added few explanation lines.

    https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code

    If you look at view below where I have selected number of contact and then I have a Button at top "Nominieren" which is shown and clicking on it will perform whatever action is needed.

    There will be java-script on click of button, from Java script you could call Action or workflow or perform operation in Java script itself.

    Link for Adding new Button : https://community.dynamics.com/crm/b/crmtipsfromadeveloper/archive/2017/07/26/know-how-add-a-ribbon-button-using-ribbon-workbench enter image description here

    Now when you look at image below I have no contact selected and it does not show button on Ribbon. enter image description here