The Quick Button App from North52 is a ready-go-to solution for Microsoft Dynamics 2013/2015/2016/365 that allows you to place a HTML web-resource on a form which displays a button to the end user. This button can be configured to execute a North52 Formula which can then perform an action or return a message to be displayed to a user.
It consists of a HTML web resource which can be used as-is or can be fully customized to specific requirement. The following screenshot shows what a button would look like when it is configured on the Account form.
Click here for a Sample Walk Through of a real world scenario.
Custom 'Process Expense' Button
- Ensure North52 BPA is installed
- Download the solution file from the Quick Button app home page
- Logon to Dynamics and navigate to Settings -> Solutions
- Click Import and choose the downloaded solution file to import
- Take all the default options during the install process
- After the import completes click 'Publish All'
Note: There are 3 web-resources in North52 Quick Button:
- north52_quick_button_advanced requires North52 BPA v184.108.40.2066 or higher installed and is the recommeded version to use.
- north52_quick_button_subgrid requires North52 BPA v220.127.116.116 or higher installed. Use this when you need to execute a formula on subgrid records. See how to configure this Quick Button type here
- north52_quick_button requires North52 BPA v18.104.22.1681 or higher installed. This web resource should be considered deprecated.
The advanced version offers significantly more functionality and we would always recommend using this web-resource.
- Create a Formula of type ClientSide - Calculation to perform the desired operation. This is the recommended formula type, although the Process Genie type is also supported.
- Make a note of the formula shortcode in the top right hand corner of the formula
- Next open the form designer for the form that you want the button displayed on
- Add the north52_quick_button_advanced web-resource to the form where you want the button to appear
- Configure it as shown in the screenshot below, changing the 3-character shortcode
- The custom parameters (data) field needs to be set in the following order separated by a | (pipe) character:
|Second||Optional||Display name for the button, default is 'Click Me'|
|Fourth||Optional||Save and Refresh options: presaveonly or presaveandrefresh - see below for examples|
|Fifth||Optional||ShortCode of formula to execute onload of the button (e.g. to hide the section containing the button in certain circumstances)|
|Sixth||Optional||(Quick Button v4.5 and higher only) manually specify message type: get or post - see below for examples|
|Seventh||Optional||(Quick Button v4.5 and higher only) Message for a confirmation dialog - see below for examples|
Note: You can control hiding or showing the section containing the QuickButton using the 5th parameter using an additional ClientSide-Calculation formula, for example:
If the account category is Preferred Customer then hide the section
if ([account.accountcategorycode] = 1, HideSections('SUMMARY_TAB.Quick_Button_Section'), 'NoOp' )
Custom Button Configuration 1
Custom Button Configuration 2
The available style names are as listed below. Note you can just open the CSS webresource file yourself and add or change any of the existing style information to meet your specific needs:
- pure-button button-success
- pure-button button-error
- pure-button button-warning
- pure-button button-secondary
The default for the styles is that a button takes 2 rows of height, as shown in the screenshot above. If you need to fit a button into just 1 row then please post fix '-small' to the first style name as shown below.
- pure-button-small button-success
- pure-button-small button-error
- pure-button-small button-warning
- pure-button-small button-secondary
Example showing how automatically force a form save as the quick button gets clicked.
afr|Process Expense|pure-button button-success|presaveonly
Example showing how automatically force a form save as the quick button gets clicked and refreshs the form after it completes.
afr|Process Expense|pure-button button-success|presaveandrefresh
Specify message type post and ask user to confirm their click
Example showing how to make the message use post, and ask the user to confirm if they want to proceed with the click action
afr|Process Expense|pure-button button-success|||post|Are you sure you want to process this expense?
Presaveonly and ask user to confirm their click
Example showing how to save the form on click and ask the user to confirm if they really want to proceed with the click action
afr|Process Expense|pure-button button-success|presaveonly|||Are you sure you want to process this expense?
Finally please see the screenshot below which shows the same button rendered on the CRM for Tablets application that Microsoft makes available. This really helps to build an intuitive UI for the end-user.
Steps to Enable Tablet Support
- open up your quick button web resource like below.
- Click on the hyperlink north52_quick_button_advanced.htm to open up the web resource and ensure Enable for mobile is ticked.
- Click Save and close the web resource
- Refresh the web resource properties page.
- Tick Enable for Mobile and click Ok.
- Publish this change on your form.