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Microsoft Dynamics CRM (Archived)

How to add HTML Page to Title bar of CRM account in MS CRM 2016 Online?

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Posted on by Microsoft Employee

Hello,

I have created a search functionality and added it in webresource as a HTML page. Now I want to add that HTML Page in one of following. 

1- Title bar of CRM windows

or

2- In Activies or Records

Is it possible to add any of above? If so, please suggest how to add.

Thank you.

Add-Page.png

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  • Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: How to add HTML Page to Title bar of CRM account in MS CRM 2016 Online?

    Feel free to mark applicable answers as verified.

  • Suggested answer
    Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: How to add HTML Page to Title bar of CRM account in MS CRM 2016 Online?

    Hi,

    You cannot add any custom page at the location you are expecting.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add HTML Page to Title bar of CRM account in MS CRM 2016 Online?

    Thank you Yadnyesh.

    But first, I want to add my HTML page(web resource) in the list shows on "+" click.

    Second, I don't want to add in "Sales/Marketing/Service" etc. I want to add on title bar (on the same line where "+" and search are given.

    Is it possible to add HTML (Web resouce) on the location? Please suggest.

  • Verified answer
    Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: How to add HTML Page to Title bar of CRM account in MS CRM 2016 Online?

    Hi,

    If you want an entity name to appear when user clicks on + button in top navigation, then, you can achieve this by below steps:

    1. Go to settings > Customization > Customize the system

    2. From left navigation, expand entities tab and click on the entity you want to be appeared in top nav on click of + button.

    3. From the entity page, select Allow quick create checkbox.

    5707.quick-create.png

    4. Save the changes and publish the customizations.

    Below is reference link:

    https://technet.microsoft.com/en-us/library/dn531126.aspx

    Also, you cannot add HTML page in the list that appears on click of + button from top navigation. However, you can add HTML page i.e. web resource in any top navigation area like Sales/Marketing/Service etc. Please clarify.

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