Hello,
Working with online Dynamics 365.
I am working on my first attempt to add a button to a command bar. The ultimate goal is to put a button on a form of a custom entity. When the button is pressed, I will open up a new window with a new related entity (a Lead for example), with some of the data fields pre-filled (from the originating entity record).
I have successfully added the button to the form using the Ribbon Workbench tool.
Now I need run some code from it to open the new window. There seems to be a *lot* of ways to accomplish this. I am not sure which method is easiest?
I saw a reference to Xrm.Utility.openEntityForm. That seemed to have exactly what I needed, but appeared that it need to be wrapped in some Javascript code?
If that is the case, where do I store the js code? In Webresources? If so, how to I create a command in Ribbon Workbench to call it?
Or, is it possible to call that method directly from a Ribbon Workbench command without any Javascript?
Thanks for any guidance that you can give.
Bryan Hunt