North52 has a Quick Button App that allows you to add buttons to Dynamics 365 forms.
In this post we will go through adding one of these buttons.
Next, we will create a formula that sets a field on the Account. We will set the Description field of an Account to “Important customer”. Note there are many better uses for North52 formulas but this is a basic example.
To create the North52 formula, go to Settings->North52 Formula:
Select the Account entity and Process Genie:
Enter the formula below, which updates the account record with the new description:
UpdateRecord('account', [account.accountid], SetAttribute('description', 'Important Customer!'))
Note the formula shortcode on top right of the page. We will use this later:
Now we will add the North52 button.
Create a Solution and add the Account entity:
Open the Account form. We will add a quick button web resource:
Set the properties. Note we will add to the custom parameters the short code and the button name:
0X8|Populate Description|pure-button button-success
Click OK. You will see the web resource:
Click Save and Publish:
Now we will test the code. Open an Account. You will see the new button, Populate Description:
Click the button. You will see:
As the formula ran server side, refresh the page. You will see the formula has run as the Description has been populated: