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Is there a way to add a dialog to the lead or opportunity form in MS Dynamics CRM 2013

Posted on 2014-10-26
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Last Modified: 2014-11-03
I created a dialog and want to use it for leads and opportunities.  I know I can start a dialog in leads by clicking on the 3 periods and selecting "Start Dialog" but this is too much for the users to remember.  Is there a way I can add it to the form as a selectable option when they get to the point they need to run the Dialog?
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Question by:foxhelp
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3 Comments
 
LVL 19

Expert Comment

by:Rikin Shah
ID: 40405733
Hi,

1. Search with Dialog name in Customizations.xml

For eg: If you search with your dialog name, you could find something similar to this.

<Workflow WorkflowId="{60c78e25-2dd8-47ca-91aa-58fd674feb17}" Name="DialogName">
</Workflow>


2. Open the Dialog and press F11 to get the URL. In the URL we could find out the ID of the Dialog.

3. Create a ribbon button that will call a function defined here-

function callDialog() {
   var dialogId = "60c78e25-2dd8-47ca-91aa-58fd674feb17"; // This must be your Dialog ID
   var returnValue = showModalDialog("/" + Xrm.Page.context.getOrgUniqueName() + "/cs/dialog/rundialog.aspx?   DialogId=%7b" + dialogId + "%7d&EntityName=account&ObjectId=" + Xrm.Page.data.entity.getId());
}

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Author Comment

by:foxhelp
ID: 40409038
Rikin,
I am not sure what you are saying here.  What does this first step mean?  
1. Search with Dialog name in Customizations.xml
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LVL 19

Accepted Solution

by:
Rikin Shah earned 500 total points
ID: 40410394
Hi,

What I meant to say in the first step is:
Go to Customization -> Export the Solution -> Extract the Zip file to a temp location -> open customization.xml file with notepad or similar tool. -> search for workflow dialog name and get the ID.

You will have similar text that I have given here-
<Workflow WorkflowId="{60c78e25-2dd8-47ca-91aa-58fd674feb17}" Name="DialogName">
</Workflow>

Get the workflow ID and move ahead with step 2.
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