A new knowledge base article has been published on our support portal.
Scenario Overview
In this scenario we have a requirement from a customer to open a new Appointment for a Lead from a button on the form.
The customer wants the regarding field on the new Appointment form to automatically set the Lead but they don’t want to actually create the Appointment until they click save.
The customer also wants the label of the button to appear in the User’s language.
Note: This article presumes you have the language pack for French installed in your Dynamics instance. For instructions on how to set this up, please see the Microsoft Documentation.
North52 BPA Solution
The North52 BPA solution works like this:
- An North52 Formula of type ClientSide – Calculation is created on the Lead entity
- A Quick Button formula of type ClientSide – Calculation is created that references the above formula
- A Quick Button is added to the Lead form that invokes the Quick Button formula