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Customer experience | Sales, Customer Insights,...
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Dynamic URL using account attributes

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Posted on by 90

In Dynamics Sales Hub, under Account, I have a custom field (CustomAccountID). This field is editable and entered by Dynamics user. I have another custom URL field (myCompanyClientURL) on the same Account's page. I have an external application, whose URL format is https://<mycompanywebsite.com>/clients/organizations/<CustomAccountID>.

I need help to show me how I can automatically populate my custom URL which is using the CustomAccountID with rest of the url. I want my external application URL to be automatically populated in "myCompanyClientURL" depending on the CustomAccountID.

Example:

CustomAccountID: 1257

myCompanyClientURLhttps://<mycompanywebsite.com>/clients/organizations/1257
(I want this URL field to be auto populated with the value from CustomAccountID)

If you can let me know how to do it for Accounts, similarly I can extend this to Contacts.
I am fairly new to Dynamics and would greatly help to know if it's doable and mention the steps how to do it.

Thanks so much.

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  • Verified answer
    meelamri Profile Picture
    13,218 User Group Leader on at
  • zica Profile Picture
    Microsoft Employee on at

    If this is get the id of the account entity with custom code:

    var EntityID = Xrm.Page.data.entity.getId(); //get current record id

    Xrm.Utility.openEntityForm("account",EntityID); //open lead form with record id passed

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