{"id":1722,"date":"2015-10-10T10:21:05","date_gmt":"2015-10-10T10:21:05","guid":{"rendered":"http:\/\/himbap.com\/blog\/?p=1722"},"modified":"2015-11-30T10:29:41","modified_gmt":"2015-11-30T10:29:41","slug":"adding-phone-call-button-on-entity-form","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=1722","title":{"rendered":"Adding Phone Call button on Entity Form"},"content":{"rendered":"<p><strong>&#8220;Can we do changes on\u00a0Phone Call form under Social Pane??&#8221;<\/strong> I have seen this question many times on Microsoft Dynamics Forum.\u00a0But social pane does not allow any customization at present, so there is no way to add custom fields over phone call form in social pane.<\/p>\n<p>But we can always customize phone entity form, so as a workaround, we can customize actual phone call form and add our fields there and to access it easily\u00a0we can provide a command button for user to initiate phone call.<\/p>\n<p><strong>Requirement<\/strong>: Add a phone call command button on entity form.<\/p>\n<p><strong>Solution<\/strong>: To implement this requirement easily we can use <strong>RibbonWorkbench<\/strong> tool.\u00a0Scott has also written\u00a0<a href=\"http:\/\/www.develop1.net\/public\/post\/Restore-the-Add-Activity-buttons-on-a-CRM2013-Form-Command-Bar-.aspx\">this nice post <\/a>which helped me. If you want to restore the complete Activity dropdown on entity form, you can refer it.<\/p>\n<p>So let\u2019s say we want to add this button on account entity form, we need to\u00a0follow below steps to implement this:<\/p>\n<ul>\n<li>Create a custom solution and add account entity there, using <strong>Add Existing<\/strong> button-&gt;<strong>Entity<\/strong> and select <strong>account<\/strong> entity from there (<em>select no under dependency dialog<\/em>).<\/li>\n<li>Download and import <strong>RibbonWorkbench<\/strong> solution into your CRM organization from <a href=\"https:\/\/ribbonworkbench.uservoice.com\/knowledgebase\/articles\/80806-download-ribbon-workbench-for-crm-2011-2013-2015\">here<\/a>.<\/li>\n<li>Double click on <strong>RibbonWorkbench<\/strong> solution and select your solution to open it.<\/li>\n<li>Click on <strong>Ribbon<\/strong> tab and the select <strong>Form<\/strong> under drop down available in top right corner.<\/li>\n<li>Select <strong>Add<\/strong> tab next to Account and right click on <strong>phonecall<\/strong> button-&gt; Select <strong>Customize Command<\/strong><\/li>\n<\/ul>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon1.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1723 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon1-300x102.png\" alt=\"Ribbon1\" width=\"300\" height=\"102\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon1-300x102.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon1-624x213.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon1.png 823w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<ul>\n<li>Select <strong>phonecall<\/strong> button and copy image web resource URL for both <strong>16X16 <\/strong>and <strong>32X32<\/strong> images.<\/li>\n<li>Click on <strong>Command Bar<\/strong> tab and drag a new button and put it over <strong>Form<\/strong> section.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon2.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1724 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon2-300x199.png\" alt=\"Ribbon2\" width=\"300\" height=\"199\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon2-300x199.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/Ribbon2.png 401w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<ul>\n<li>Setup <strong>label<\/strong> and other properties for button.<\/li>\n<li>Click on <strong>Command<\/strong> drop down and select the available command, also paste image web resources URL that we copied in earlier step.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon3.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1725 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon3-300x113.png\" alt=\"ribbon3\" width=\"300\" height=\"113\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon3-300x113.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon3.png 530w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<ul>\n<li>Right click on command button and select <strong>Edit<\/strong> <strong>Display Rules<\/strong><\/li>\n<\/ul>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon4.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1726 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon4-300x156.png\" alt=\"ribbon4\" width=\"300\" height=\"156\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon4-300x156.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon4.png 415w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<ul>\n<li>Select \u201c<strong>Mscrm.HideOnCommandBar<\/strong>\u201d from right hand section and click on <strong>Remove<\/strong>-&gt;<strong>Ok<\/strong>.<\/li>\n<li>Click on <strong>Publish<\/strong> button to save our changes.<\/li>\n<\/ul>\n<p>Now when we will open any account record we will see this button:<\/p>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon5.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1727 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon5-300x93.png\" alt=\"ribbon5\" width=\"300\" height=\"93\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon5-300x93.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/10\/ribbon5.png 620w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Similarly we can add other activity buttons as well.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;Can we do changes on\u00a0Phone Call form under Social Pane??&#8221; I have seen this question many times on Microsoft Dynamics Forum.\u00a0But social pane does not allow any customization at present, so there is no way to add custom fields over phone call form in social pane. But we can always customize phone entity form, so as a workaround, we can&#8230; <a href=\"https:\/\/himbap.com\/blog\/?p=1722\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6,7,8],"tags":[228,227],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/1722"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1722"}],"version-history":[{"count":6,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/1722\/revisions"}],"predecessor-version":[{"id":1890,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/1722\/revisions\/1890"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}