Comments on: How to add a button to an entity form that automatically creates a new related CRM record

By: Rusty

Rusty — Thu, 22 Dec 2011 15:05:57 +0000

Great, thanks. I think I’ll do this, because our SMS product uses phone call activites

Do you know how to change the the button icon image (or the text of the button) after you’ve clicked it?
Not permanently, just until the record is closed

CRM4 (not on 2011, yet)

By: Christian

Christian — Sat, 19 Nov 2011 21:26:36 +0000

Brian,

You’ll want to add to the entity relationship mappings. Please check out this link below for more details.

http://msdn.microsoft.com/en-us/library/gg334512.aspx

By: Brian

Brian — Fri, 11 Nov 2011 19:22:53 +0000

Anyway to make this Map the account name and phone number using this method?

By: Christian

Christian — Fri, 09 Jul 2010 14:33:27 +0000

Thanks for the tip and comment, Jasper!

By: Jasper

Jasper — Fri, 09 Jul 2010 12:20:28 +0000

You can use locAddActTo(4210)instead of locAddRelatedTo(10016) if you want to add an activity(phonecall) instead of a custom entity.

Thanks for the great blog post by the way.

By: Christian

Christian — Tue, 02 Mar 2010 17:11:26 +0000

You’re correct, the JavaScript I provided creates a new phone call record but doesn’t populate the “Regarding” field. I haven’t tested that script with all of the CRM system entities yet.

I know it works 100% of the time between custom entities.

Thanks for the feedback Peter!

By: Peter

Peter — Mon, 01 Mar 2010 00:40:14 +0000

The regarding does not populate if it is a phone call for instance