Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo

I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details.  After assessing the requirement, it became clear that manually copying information from one email to another was not an efficient solution.

In my search for a better method, I delved into the possibilities of field mapping. However, field mapping serves primarily to transfer data between related entities, facilitating the mapping of fields from parent records to their child entities. This approach falls short in scenarios where the task is to duplicate records within the same entity, such as emails in our case.

Xrm.Navigation.openForm method was also utilized to access CRM records, which would then be displayed in either a new tab or the same window of the browser, but with the help of Xrm.Navigation.NavigateTo, we have the capability to open CRM records as a dialog within our existing custom web resource or CRM form. This allows us to interact with additional CRM records without needing to navigate away from our current form or web resource.

This method facilitates the opening of a new record form within Dynamics 365 as a dialog, already filled with the fields from an existing record.

Below is the approach to fulfilling the client’s requirement to  open a new email form within a dialog already filled with the fields from an existing email :

You need to create a button using the command bar editor... Read More »

The post Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.