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Microsoft Dynamics CRM (Archived)

Populate CRM form fields from iframe

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This is about a call center solution using Microsoft Dynamics 365 and Unified Service Desk. On the USD the call center agent needs to see information from multiple Oracle databases (3 databases for 3 products). When a call is received at the call center, the system will fetch data from these databases for the customer based on the number(telephony will be integrated using connector). We are thinking of displaying this information on an iframe in the Unified Service Desk. Is it possible to populate CRM fields based on the what is clicked on the iframe?

Scenario: Customer calls to check about product A which he has purchased. The call center agent sees the Product A information in the iframe. When the agent clicks on the row for Product A, the Product(let this be a text field) on the Case form in the USD should be populated with the name - Product A.

Is this possible? Any ideas on how this can be implemented?

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  • Verified answer
    ansrikanth Profile Picture
    3,115 on at

    Yes, it is 100% possible.

    1) Use the event moniker first to raise a custom event from your IFrame (Which i strongly believe is a hosted control). refer https://msdn.microsoft.com/en-in/library/dn864970.aspx#Anchor_2 on how to raise custom events from webpages.

    2) Use RunXrmCommand action to set the values in CRM page. https://msdn.microsoft.com/en-in/library/dn864976.aspx will show you how to use run xrm command on a crm page type hosted control.

    3) Simply Attach this event to the custom hosted control.

    If you are facing any issues, let me know - I can post more detailed steps for you !!

    Happy USDing.. :)

  • Community Member Profile Picture
    on at

    Many thanks for your post. That was really helpful. I'd really appreciate it if you could kindly add in a few more details, especially the steps to achieve this. 

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