Running CRM Dialog from Custom Ribbon button

 1.      Add custom button on form

Say Run Dialog

     2. Now create command for custom button

     3. Add  Action to command

For the action add “Open Url Action”

3. For Url Command set your dialog URL

         To get dialog URL run dialog using “Start Dialog” button

Then select dialog you want to run on button click, once dialog started copy URL of dialog from address bar

 5. Your dialog url will be look like 

https://{CRM Server}:444/cs/dialog/rundialog.aspx?DialogId=%7b83D90936-EBEC-4CE5-8A58-A1530DE30680%7d&EntityName=new_test&ObjectId=%7b0FCB7F66-5FA6-E411-B1DF-0050568C6D7D%7d

It has Dialogid, Entityname and ObjectId

ObjectId is the record id on which this Dialog is running.

 6. If you use this URL as it is on button command then dialog will be run on same record again and again. 

      7.  To pass ObjectId / record id dynamically, need to pass one parameter to Url command, defined for custom button. This parameter should be like

    8. Now update your URL command address to

https://{CRM Server}:444/cs/dialog/rundialog.aspx?DialogId=%7b83D90936-EBEC-4CE5-8A58-A1530DE30680%7d&EntityName=new_test

Noticed that I removed &ObjectId=%7b0FCB7F66-5FA6-E411-B1DF-0050568C6D7D%7d, this objectId is passed by parameter, that’s why Parameter Name is important. 

    9.  Save and publish your customization.

   10.   Now dialog will be run for record you are in from button.