How to open external URL inside dynamics 365 customer service workspace main content area.

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Posted on by PS-15070917-0

Hi There,

I want to open an external URL link inside dynamics 365,To be precise beside home button tab.

Kindly refer screen shot for more information about position i want to open external URL.

Thanks

Sunil Kushawaha

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SteRe 13 on at

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How to open external URL inside dynamics 365 customer service workspace main content area.

Hi, there might be couple of options how you could have external sites linked.

1. Just add a new entry to your sitemap type URL -> this will open up a new browser tab with the specified URL

2. Create a Web Resource having some HTML I frame in it. In your records form you could add this as a new tab - if you need some more dynamics option extend it with some JS to fetch properties of your current record and inject this to the iframe src property to dynamically adjust the URL

3. Should be possible to build a canvas page containing some external site which you can add to your forms or even navigation

Just consider there are some website which cannot be embedded. Out of mind I don#t remember the HTML / JS for this, but if you try to embed certain pages there will be error only, for example google.com.
PS-15070917-0 10 on at

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How to open external URL inside dynamics 365 customer service workspace main content area.

Hi VL-10071704-0,

Answer to your questions:

- Is this a unique site for each record or is it the same site but just want to have access within the application?

IT's same site for each record.

- Does this site have an integration with Dynamics, either out of the box or some other type of custom process?

you can assume site will be https://google.com. Ans site is not integrated with dynamics.

- What information is collected from this site that they can't use a new tab in a browser for?

Actually requirement is to open That site on click of button but restriction is not to go open outside of dynamics 365 customer service.

Requirement is not going to change, So i need to open inside of dynamics 365.
For more information attaching one more screenshot in that we can see they are able to open the site in the new tab.
VL-10071704-0 17 on at

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How to open external URL inside dynamics 365 customer service workspace main content area.

Hello,

Tabs are for records, not really external sites, however.... Talking theory here, you could create a table that just uses an iframe in the form. Each record would have a direct link to the site you are trying to connect to and it could be a lookup on the parent site. The other option would have an iframe on the form directly so your users don't have to navigate to a new tab but they see what they need to from the record itself.

Questions I would ask:

- Is this a unique site for each record or is it the same site but just want to have access within the application?

- Does this site have an integration with Dynamics, either out of the box or some other type of custom process?

- What information is collected from this site that they can't use a new tab in a browser for?

Here is a step by step guide on iFrames that might help: How to Add and Customize iFrames in Dynamics 365 - Fredrik Engseth

How to open external URL inside dynamics 365 customer service workspace main content area.

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