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Scenario Overview

In this scenario we needed the ability to create and open an appointment directly from a lead in CRM using a North52 Quick Button on the form. The screenshot below shows how this button would appear on the lead form.

This sample involves taking the existing North52 Quick Button html file web-resource and enhancing it so that when the meeting gets the Quick Button will open the newly created appointment record.

 

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • A formula of type 'ClientSide Calculation' is created to perform the desired action
  • A North52 Quick Button is placed on the Lead form **
  • When the button is clicked the formula will execute
  • After execution the Quick Button will open the newly created appointment record

** Instructions on how to add the button to the form are at this link.

North52 Decision Suite Steps

The following set of steps outline how to create this Formula

  • Create a new formula of type 'ClientSide Calculation'
  • Set the Source Entity to 'Lead'
  • Set the Mode to 'Client Side'
  • Copy & paste the formula below into the formula 
  • Click save & test

 

Formula

CreateRecord('appointment', 
            SetAttribute('activitytypecode', '4201'),
            SetAttribute('description', 'Reminder Meeting with Client'),
            SetAttributeLookup('regardingobjectid', 'lead' ,[lead.leadid]),
            SetAttribute('scheduledstart', AddHours(UtcDateTime(),1)),
            SetAttribute('scheduledend', AddHours(UtcDateTime(),2)),
            SetAttribute('subject', 'Follow up on Sales Lead!'),
            SetAttributePartyList('requiredattendees', 'systemuser',WhoAmI())
)


Quick Button

Please see article at this link for instructions on how to set up the quick button which will trigger this formula.
 

Wizard - Add Hours

Please see below the wizard you can use to create the AddHours() function call used in this formula. If you are replicating the formula  manually, we advise using this wizard. 

Note you will need to type into Input Date the formula UtcDateTime() 

Did you know?

We listen to customer feedback!

Although our business rules engine for Dynamics 365 has over 500 functions, sometimes you'll come across a requirement for which we don't provide a specific function for. Let us know the details and our team will be happy to review your requirement or suggestion and either provide a solution from our existing toolset or look to enhance our product to meet your requirements. 

You can make suggestions on our ideas page or email us directly at support@north52.com

Keywords: Scheduler, OpenEntityForm, ToString, AddHours, UtcDate, UtcDateTime, CreateRecord, SetAttribute, SetAttributeLookup, SetAttributePartyList, WhoAmI, Formula Manager