Find annotation that was just created for your entity with the.Know how to add a button using Ribbon Workbench or whatever) Now you need to write logic inside your button (I'm assuming you.Values assistant) If you never used this action - it simply createsĪ given word template and adds it as an annotation to your entity Set Properties of this action - choose the template that you needĪnd dynamically set the target to current entity (using Dynamic.In this Action add single step - invoke an Action and choose.It can be easily invoked using JavaScript and CRM WebAPI) Create new process of type Action, bound to entity that you want toĬreate a template for (the reason why I suggest Action here, is that.The steps that you should take to achieve the functionality you want: It's possible to do this using only supported features of CRM (of course I'm sure it's also possible to do using unsupported javascript, but I don't have time currently to investigate this). I don't have the means to try it out at the moment, but I'd try and "copy" the last : The flyout for Word Templates in the Incident home page grid looks like this: When you click the templates flyout, it's dynamically populated through an invocation of /AppWebServices/DocumentTemplate.asmx, which returns the XML for the menu.
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