Scenario Overview

In this scenario we have a requirement from a customer to open a new Appointment for a Lead from a button on the form. 

The customer wants the regarding field on the new appointment form automatically set to the Lead but they don't want to actually create the appointment until they click save.

This is different from xRM Sample #81 where we created the appointment first and then opened the form afterwards.

We will also use North52 Quick Button v2 instead of Quick Button v1 in this sample - so we won't have to manually edit any JavaScript.

Note 1: You must be using North52 Formula Manager version or higher and North52 Quick Button version 2.0 to do this.

Note 2: In this example we are using the OpenQuickCreate() formula here so we can reference the data on the parentLead. Microsoft does not provide a Quick Create Form for an appointment entity so this will actually open a regular new appointment form.  

N52 Formula Manager Solution

  The Formula Manager solution works like this,

  • An N52 Formula of type ClientSide - Calculation is created on the Lead entity
  • Quick Button is added to the form.

N52 Formula Manager Steps

The following set of steps outline how to create this Formula

  • Create a formula of type 'ClientSide - Perform Action' on the Lead entity
  • Copy and paste the formula below into the formula canvas and click save
  • Open the Lead form and add a new web resource north52_quick_button_advanced
  • Set the Custom Parameters field in the Web Resource (see below)
  • Save and Publish

Adding the Quick Button 2 web resource to the Lead Form


Note: The three parameters being passed in are separated by the pipe symbol '

Did you know?

Automated tests in Dynamics 365 helps with documenting processes

Maintaining automated tests helps you create 'living' documentation of your Dynamics 365 systems, minimising the potenetial for frustrating rework.

Building a test validates the requirements, makes it easy to spot ambiguity and incompleteness and can catch defects before they are released. 

As requirements change, tests need to be updated to ensure they continue to validate, thus ensuring the documentation stays up to date.

Learn how TestShield helps automate testing in Dynamics 365