mattskelton
asked on
Creating a new phone call with populated fields on postUpate call
I would like to customize the way a user closes a phone call. I need a new phone call window to open when a user closes the first phone call from the Actions->Close Phone Call menu item. Also, I need the new phone call window to be populated with the information from the 1st phone call form. This is essentially a workaround for the Follow Up button. Should I be doing this through a callout or by using a webservice? I am a complete beginner to MS CRM so if you could explain why and what I should be doing.
Thanks,
Matt
Thanks,
Matt
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1.) When you say "button link to a asp.net web page", is this just to do a retrieve on the GUID? Can this be done directly through a callout with a reference to an .asmx web service?
2.) When would you (personally) use a callout versus a web service? I am having some trouble getting my head around this issue.
Thanks for you time,
Matt