Opening Global Search from a Webresource
Following my post here about opening a CRM form from a webresource by passing a query string, I got another idea to enhance the customer experience. How about opening Global Search from my webresource?
The idea is to search for a contact record based on a query string. If the contact record is not found in CRM, then I would want to open the global search screen and pass the query string value to it. This will give the option of finding my records among Contacts, Leads and Accounts.
To do that, you will need to open the following URL in your webresource.
https://ORG_URL/multientityquickfind/multientityquickfind.aspx?text=Gabriele
You can pass the following optional parameters as Encoded text as well:
sitemappath=SFA|MyWork|nav_dashboards (note that the | character must be replaced with %7c)
pagemode=iframe
There is also an XML Payload in which you can specify the Entity Filter.
<?xml version="1.0" encoding="utf-8" ?><soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"><soap:Body><GetQuickFindColumnCollectionForEntityArray xmlns="http://schemas.microsoft.com/crm/2009/WebServices"><entityCodes>4</entityCodes></GetQuickFindColumnCollectionForEntityArray></soap:Body></soap:Envelope>

Like
Report
*This post is locked for comments