Step 0: What we want to do

We want to create a company by only clickin’ a button. After the button is clicked, we got a new company called ‘Company Obsolet’ with the phone number ‘12345’ and the fax number ‘54321’.

Step 1: Create button in Ribbon Workbench

You have to go to Ribbon Workbench and create a new button there. My button is called ‘VERBANLTEST’:

You can see that I already inserted a Command, that’s the Command of Step 2.

Step 2: Command

My button ‘VERBANLTEST’ does not yet know what to do. That’s why we enter a command. My command itself is written in a Javascript, the one out of Step 3. So I entered a Custom Javascript Action and inserted my function out of Step 3. In addition to that, I entered an Enable Rule. I used exactly the same Enable Rule as I used when I removed a company out of a group of companies.

Step 3: Javascript

You need to create a webresource and enter the following Javascript:

function CreateAccount() {

    var accountId, accountName;

    var context = Xrm.Page.context;

    var serverUrl = context.getServerUrl();

    var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";

    var CRMObject = new Object();

    // Specify the ODATA entity collection 

    var ODATA_EntityCollection = "/AccountSet";

    // Define attribute values for the CRM object you want created 

    CRMObject.Name = "Company Obsolet";

    accountName = "Company Obsolet";

    CRMObject.Telephone1 = "12345";

    CRMObject.Fax = "54321";

    //Parse the entity object into JSON 

    var jsonEntity = window.JSON.stringify(CRMObject);

    //Asynchronous AJAX function to Create a CRM record using OData 



    $.ajax({

        type: "POST",

        contentType: "application/json; charset=utf-8",

        datatype: "json",

        url: serverUrl + ODATA_ENDPOINT + ODATA_EntityCollection,

        data: jsonEntity,

        beforeSend: function (XMLHttpRequest) {

            //Specifying this header ensures that the results will be returned as JSON. 

            XMLHttpRequest.setRequestHeader("Accept", "application/json");

        },

        success: function (data, textStatus, XmlHttpRequest) {

            alert("success");

            var NewCRMRecordCreated = data["d"];

            accountId = NewCRMRecordCreated.AccountId;

            UpdateContact(accountId, accountName);

        },

        error: function (XMLHttpRequest, textStatus, errorThrown) {

            alert("failure");

        }

    });

}

Step 4: Company Obsolet Created

You can now go to your firms and search for Company Obsolet.

Step 5: Input values by User

I suggest you don’t always want to create the same company. So if you want to take the input of a user to specify the values, you can use a command like this:

accountName = window.prompt(“Enter Name of your Company!”);

The input of the user will be saved into the variable accountName.

See also: Microsoft Dynamics CRM: How to create company via button click (Ribbon Workbench) – Possibility No 2