Tag: Ribbon Workbench

Dynamics 365

Add Command using Ribbon Workbench – Part I

Recently someone asked if there is a way to add a child record to a Contract Line (contractdetail) entity for a record that has already been saved (and is set to read only/existing). We found that there are two parts to this solution. The first part of this article will focus on creating a button on the Contract Line entity, and calling logic to create a new record.

Development, Dynamics 365

Creating an Approval Process

We recently had a requirement to add an approval process to an entity in CRM. This was a custom entity (Comment), where most of the fields were prepopulated from the web, but had a response field that had to go through multiple layers of approval/review. The review process was once the comment was received it would be assigned to a responder, which would then go through manager, legal and director approvals.