Tag Archives: Shortcuts

Call Workflow from ISV button

We had once given an option to one of our customers to perform an action using on-demand workflow. We provided them with the steps to run the workflow from the “Run Workflow…” button that is added to the entity in case and entity has on-demand workflows published against them. The customer however wanted that we… Read More »

Bulk Edit records of any entity in CRM

We can easily edit a record in crm. But what if we need to edit a field of all records with same value. So here, Instead of opening records one by one and editing it, we can also use Bulk edit feature which edits that field in one go for all records. For some records… Read More »

Shortcut to open any record in CRM

There are a couple of generic urls that would let you open any type of record in CRM If you need to open any type of record but don’t know the URL. No worries just specify object type code (you can get object type code from CRM SDK under section” Entity Type Codes”) and ID… Read More »

Shortcut to create activities for an account or contact

CRM Forms already have a button to quickly send an email. The “Follow up” button allows you to quickly create activities, however it does not show up the entire activity form. If you instead wanted a way to create a task or some other activity and want the activity form to show-up without navigating to… Read More »

Shortcut to Add notes and attachments

You need to navigate to the Notes tab each time you need to add a note. Also the shortcut to add a quick note in CRM does not show up the note form that allows to fill in all details including subject and attachment in one go. If you want to add all information to… Read More »

Shortcut to add new records for related entities

CRM navigation especially for adding related entities like activities/Contact/Quote Products etc is quite tedious and time consuming. You can add a shortcut for most of these on the main form and save quite a few clicks in the process. First decide for which entity you need to add “Shortcut” button like if I need to… Read More »