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Microsoft Dynamics 365 | Integration, Dataverse...
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Build a 'bounce page' on Dynamics 365 Online to go to specific records based on something other than the GUID

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Posted on by 262

We're moving our on prem organization to Online, but we need to jump to specific items based on business fields.  Example, we need to jump to the Account based on Account Number.  So Account 123ABC may be AccountId "390307c9-254c-4c73-9d08-8d3518a436a1", but we need a URL to jump to this Account if the user only has 123ABC.  Is there some out of the box way of doing this?  We currently have an ASP.Net page where the user can feed in the Account Number and it looks up the AccountID, builds the link, and redirects the user to the link.  I'd love to build this into the online environment so we don't need to maintain these on an on prem IIS server.  Any options for this?

Thanks.

  • Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Build a 'bounce page' on Dynamics 365 Online to go to specific records based on something other than the GUID

    I don't have a clean example, but my tool Dataverse REST Builder has something similar when searching for records.

    the main code is at line 177 of this file github.com/.../drb.common.js

    you can see the demo from here guidopreite.github.io/.../drb_index.htm create a new request Retrieve Single and click on the icon to fetch the primary id, you will get an example on how it looks like.

    I don't suggest to reuse the same code as my tool (as it may be complicated for your use) but the line I linked above contains the filter logic to retrieve a record

    hope it helps

  • samalex1701 Profile Picture
    samalex1701 262 on at
    RE: Build a 'bounce page' on Dynamics 365 Online to go to specific records based on something other than the GUID

    Do you know of any examples of this?  Sounds like it's doable, but given we're new to the Online world I'm not quite sure how to tie all this together.  

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Build a 'bounce page' on Dynamics 365 Online to go to specific records based on something other than the GUID

    out of the box no, but you can create an html web resource and use the dataverse web api to perform the search and open the record.

    Need to write code but it can be hosted inside the online environment and added to the sitemap of your app.

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