In this article you will learn how to add Phone Call Button on Entity Form.
“Can we do changes on Phone Call form under Social Pane?” I have seen this question many times on Microsoft Dynamics Forum. But 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 customize actual phone call form and add our fields there and to access it easily we can provide a command button for user to initiate phone call. Requirement: Add a phone call command button on entity form. Solution: To implement this requirement easily we can use RibbonWorkbench tool. Scott has also written this nice post which helped me. If you want to restore the complete Activity dropdown on entity form, you can refer it. So let’s say we want to add this button on account entity form, we need to follow below steps to implement this:
Now when we will open any account record we will see the following button: Similarly we can add other activity buttons as well.
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