Display Dynamics 365 data within WebPage Copy(HTML)

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Posted on by Tom Thompson

Hello!

I have a need to display data in the Copy(HTML) of a Web Page. For example:

I have an entity list that provides a list of Accounts. The user opens a details web page which displays an entity form. I would like to display Account information within the Copy (HTML) of that page. I am reading that this should be possible using Liquid, but am unable to make this happen.

Within the Copy (HTML) of the Web Page content record, I've added the following:

{% assign account = entities['account'][request.params.id] %}

Account Name: {{account.name}}

Created On : {{account.createdon}}

Last Modified: {{account.modifiedby}}

Modified By: {{account.modifiedby}}

Record ID: {{request.params.id}}

When the page is rendered, the labels are displayed, but no values with the exception of the Record ID, both label and data are displayed.

Should I be able to pull values from the Dynamics 365 record using Liquid?

Thank you

Tom

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Tom Thompson on at

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After revisiting this I realized my error. I am trying to get the Account Name from a related record. So when the page is rendered and am seeing the ID, it is the ID of the record and not the related account.

So then my question is if it is possible to retrieve a value from a record that is related to the record the page is displaying??

Thank you!

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Hi ,

Yes it's possible . you get the id of the related record : it should be a Lookup (Entity Reference) fields are returned as entity reference objects.

then you use the entities object : var relatedtEntity = entities[entity_logical_name][ lookupId] and from this object you get the values .

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Tom Thompson on at

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This took me in the right direction and have successfully been able to display the related account name on my record.

Thank you.

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Shakti Singh Rajput 958 on at

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I am also want to display the particular fields and association block of account record.

But this functionality, I want from Account Home where first i selected an account record and then have a button on which OnClick that button the action would be call and the necessary information would be displayed.

Is it possible?

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