Today I saw one thread in CRM Development form to create a button in email ribbon to task from current email activity. So thought to create the same. In this post I am going to create a button in email ribbon to create task from email. you can use below code for the same
<RibbonDiffXml>
<CustomActions>
<CustomAction Id=”EmailToTask” Location=”Mscrm.Form.email.MainTab.Convert.Controls._children” Sequence=”40″>
<CommandUIDefinition>
<Button Id=”Mscrm.Form.email.Convert.ToTask” Sequence=”50″ Command=”Mscrm.Form.email.TaskCommand” LabelText=”EmailToTask” Image16by16=”/_imgs/ribbon/Converttotask_16.png” Image32by32=”/_imgs/ribbon/Converttotask_32.png” TemplateAlias=”o2″ ToolTipDescription=”Convert Email To Task” />
</CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates Id=”Mscrm.Templates”></RibbonTemplates>
</Templates>
<CommandDefinitions>
<CommandDefinition Id=”Mscrm.Form.email.TaskCommand”>
<EnableRules />
<DisplayRules />
<Actions>
<JavaScriptFunction FunctionName =”ConverToTask” Library =”$webresource:new_ConvertToTask.js”></JavaScriptFunction>
</Actions>
</CommandDefinition>
</CommandDefinitions>
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules />
<EnableRules />
</RuleDefinitions>
<LocLabels />
</RibbonDiffXml>
** you need to create Converttotask_16.png,Converttotask_32.png and need to copy under “_imgs/ribbon” folder in your crmweb directory.
Enjoy !!
I just want to add one thing:
We can create image web resources and refer them in the ribbon customizations instead of copying the images to the “imgs/ribbon” folder.
yes surely we can do that, I forget to mention this in my post. just in that case we will refer image as Image16by16=”$webresource:WebResourceName“
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How can I make this work for Outlook 2010 with CRM 2011 Online?
you need to set display rule you can refer http://msdn.microsoft.com/en-us/library/gg328560.aspx
How do I do this? Where do I put this code? Where is the ConvertToTask.js web resource located? Thank you. Sorry for being such a noob.
you need to use this code to email RibbonDiffXml and you need to create js webresource to create and open task entity record.