Enable activity menu ribbon buttons for custom activity entities

Enable activity menu ribbon buttons for custom entities

If you have enabled activities for a custom entity in Dynamics CRM you might want those activities to be created from the ribbon menu without navigating; like this:

Then you have to follow these steps:

First install Ribbon Work Bench (you can download it from http://develop1.net/public/rwb/ribbonworkbench.aspx)

Then create a solution and include only the entity you want to add ribbon buttons.

Open ribbon work bench and open that solution you created.

There you have to add a command for each activity type. E.g. Email, Phone Call, Task, Appointment etc. No need to create any buttons. Commands will do the job.

Email Button:

Command Id: Mscrm.SendEmailPrimaryRecord

Action: Javascript Command

                Function Name: Mscrm.RibbonActions.addActivityOnForm

                Library: /_static/_common/scripts/RibbonActions.js

                Parameters: Int Parameter, Value: 4202

Display Rules:

 1.  Mscrm.AddActivityToPrimary

Id: Mscrm.AddActivityToPrimary

IsCore: False

Steps:

i)                    EntityPrivilegeRule

-          AppliesTo: PrimaryEntity

-          PrivilegeDepth: Basic

-          PrivilegeType: AppendTo

ii)                   EntityPrivilegeRule

-          EntityName: activitypointer

-          PrivilegeDepth: Basic

-          PrivilegeType: Create

iii)                 EntityPrivilegeRule

-          EntityName: activitypointer

-          PrivilegeDepth: Basic

-          PrivilegeType: Append

iv)                 EntityPropertyRule

-          AppliesTo: PrimaryEntity

-          PropertyName: HasActivities

-          PropertyValue: True

Mscrm.WriteActivityPermission

Id: Mscrm.WriteActivityPermission

IsCore: False

Steps:

i)                    EntityPrivilegeRule

-          EntityName: activitypointer

-          PrivilegeDepth: Basic

-          PrivilegeType: Write

EnableRules

       

   1.

Id: Mscrm.FormStateExistingOrReadOnly

IsCore: False

Steps:

i)                    OrEnableRule:

OrGroup 1

OrGroup2

   2. 

Id: Mscrm.AppendToPrimary

IsCore: False

Steps:

Follow the same pattern and create commands for each activity type. Only difference is the integer parameter value needs to be changed based on the activity type.