Display external application forms within Microsoft Dynamics 365

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Posted on by Mahmoud Abdelsalam

We have our own system which we need to integrate with MS Dynamics 365.For Example : In Accounts section we need to add an extra tab that loads IFrame or something that retrieves some extra information from our system.

The following are the things that I reached :

Inserting IFrame within a new Dashboard: (but it will not fetch specific account information, it will only pass the currently logged in user along with the organization name)
Unified Service Desk (USD): (we may add customization but this is a desktop app and we need it to be on web)
Microsoft flow: this would only work in the background when you create or edit an account (not sure if it has another functionality)
Extensions: Not sure how to use it to achieve the same functionality, I believe the solution may be here but I just need from where to start.

Has anybody done a similar thing before?

Thank you

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LeoAlt 16,331 Moderator on at

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Hi partner,

Since you want to show some information about your own system in D365 form, I recommend you to use an IFrame and inset a HTML page in it.

For example, you want to show some account information from your own system in D365 IFrame, you could create a HTML and use JS code to retrieve the account data in your system and show them in this HTML.

You could even also insert your system url into the IFrame so that you could open your system directly in D365 form. We could access BING directly in IFrame in forms.

First we create a HTML which could show BING.

Then we add this HTML as a web resource into D365.

Finally we use the web resource url into IFrame.

And here is the result.

About more information of IFrame, please refer to this doc.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/use-iframe-and-web-resource-controls-on-a-form

Best Regards,

Leo

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