Open the related entity tab on load of the Customer page in D365

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Posted on by Ash06

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Hi All,

We have a requirement when we open the customer record in Dynamics 365 it should open the related entity (survey response). We need to do this on load of the customer page. Attached the sample image.

Can someone help me out for this.

1018.Untitled1.jpg

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kukuconsulting 10 on at

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RE: Open the related entity tab on load of the Customer page in D365

Get the list of related items using

Xrm.Page.ui.navigation.items

Then use the command : Xrm.Page.ui.navigation.items.get("YOUR CUSTOM ENTITY RELATION ").setFocus(true);
StephanJenner 15 on at

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RE: Open the related entity tab on load of the Customer page in D365

Any idea how I would do the same on a custom entity to open the related documents tab (SharePoint documents) on load
Ash06 104 on at

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RE: Open the related entity tab on load of the Customer page in D365

Actually it was quite easy, we can use java script to show the related entity using this "Xrm.Page.ui.navigation.items.get("nav_msdyn_contact_msdyn_surveyresponse_Contact").setFocus(true);"
LuHao 40,872 on at

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RE: Open the related entity tab on load of the Customer page in D365

Hi Ash06,

Is your problem solved? Any other questions?

Don't forget to mark the verified answer, which will help other users with the same theme. :)

Best Regards,

Lu Hao
Suggested answer

LuHao 40,872 on at

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RE: Open the related entity tab on load of the Customer page in D365

Hi Ash06,

The easiest way: In the form editor, move the Survey Response tab to the top of the form body.

In the web client, go to the customer record, click the Form button in the command bar to open the form editor.

Click on the Survey Response tab, then hold down the left mouse button and move it over the Summary tab. Save and publish.

Hope this helps.

Best Regards,

Lu Hao