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 »

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 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 »