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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How can I replicate vi...
Microsoft Dynamics 365 | Integration, Dataverse...
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How can I replicate view which is selected from Home screen in an web resource.

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Posted on by Abhilash M abi 595

Hi All,

I have a requirement to do a merge record for this I need to show selected records in a dialog box from that dialog I need to choose one record as a master record. Remaining records will be inactive.

 For this, I am doing web resources. Please help me to bring the selected record view to a web resource. To Achieve this requirement.

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: How can I replicate view which is selected from Home screen in an web resource.

    Hi,

    Please look into following:

    • Create a ribbon button and pass selected record IDs (SelectedControlSelectedItemIds ) to your JavaScript function.

    https://d365demystified.com/2020/06/21/pass-selected-rows-guids-to-ribbon-button-in-d365-ribbon-workbench/

    • Next, open the your web resource from your JS function and pass selected record IDs to your web resource:

    https://carldesouza.com/open-html-page-button-ribbon-workbench/

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/263056/passing-ids-of-selected-records-to-html-page/741024

    • Now, use Dynamics 365 Web API in your web resource to retrieve data (using selected IDs) and use an HTML table to list these records:

    https://www.codeproject.com/Articles/19532/Dynamic-Table-using-html-and-javascript

    Basically, once you have data, you can build your table in HTML/Jquery as you want.

  • Abhilash M abi Profile Picture
    Abhilash M abi 595 on at
    RE: How can I replicate view which is selected from Home screen in an web resource.

    After Selecting 2 or more records custom ribbon button will appear onClick of that button I'm opening webresource.

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: How can I replicate view which is selected from Home screen in an web resource.

    Hi,

    Can you please how user will launch this web resource? From a ribbon button?

    Or this webresource is on a form?

    If you can please elaborate on the user flow, would be able to suggest better.

  • Abhilash M abi Profile Picture
    Abhilash M abi 595 on at
    RE: How can I replicate view which is selected from Home screen in an web resource.

    I need to populate each record in an HTML table. Any suggestion for this?

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: How can I replicate view which is selected from Home screen in an web resource.

    Hi,

    Thank you for your query.

    Are you opening the Dialog (web resource) from a ribbon button?

    If yes, you can pass SelectedControlSelectedItemIds CRM parameter to your JS function.

    See details here:

    https://subscription.packtpub.com/book/application_development/9781788399784/10/ch10lvl1sec75/configuring-similar-records-suggestions-in-dynamics-365

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