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Finance | Project Operations, Human Resources, ...
Suggested Answer

Link to Specific Order

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Posted on by

Greetings, would like to seek advice that does D365 Finance & Operations able to use link to access to specific order / PO?

For example like what we can do in D365 CRM

companycrm.crm5.dynamics.com/main.aspx0000-0000-0000-00000&viewType=1039

As above highlighted in blue, it is an opportunity unique ID in CRM and I can use that ID to create a direct link. Wondering can I do the same in F&O. Thank you in advance.

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  • WillWU Profile Picture
    22,363 on at

    Moved to FInance Forum.

    Hi jiaguo94,

    D365FO has an API to create URL links that point to certain forms and records, in other words “Deep links”.

    The UrlGenerator is a .NET library that is accessible from X++, you could generate deep links from code by using UrlGenerator class.

    Please check the document:docs.microsoft.com/.../create-deep-links

    And don't forget to set the Menu Item Property (Allow Root Navigation) to Yes.

  • Suggested answer
    Faisal Fareed Profile Picture
    10,796 User Group Leader on at

    Hi Jiaguo,

    This is one the features I like from CRM where we can pin recent records to open it later unlikely in FO we can only favorites forms. However, FO has the powerful feature "Deep Links" which can used to open a particular record in FO, it requires customization. Check this example with complete code devblog.sertanyaman.com/.../ it is very straight forward.

    If you are not the developer then I can help you in get this working, super easy job.

  • Community Member Profile Picture
    on at

    Hi thanks for sharing the information, I read the article still not really get the concept behind as I'm not a developer nor programmer. Do you mind to explain more about this subject? Thank you for your prompt reply.

  • WillWU Profile Picture
    22,363 on at

    Hi jiaguo94,

    If you have a develop environment, you should set the AllowRootNavigation properties of MenuitemDisplay to Yes:

    pastedimage1599719594389v1.png

    Then you can copy the code from the blog provided by Faisal and paste it into your newly created runnable class.

  • Martin Dráb Profile Picture
    238,050 Most Valuable Professional on at

    I recently worked on something in this area. You can't build the URL by yourself because deep links are expected to use encryption, which is handled by F&O itself. Therefore you must ask F&O to create a link for you. If you use a link without encryption, or encrypted in a wrong way, F&O will refuse to apply the filter.

    It's possible to hack the behavior, but I would be very careful about that.

  • Suggested answer
    vinitgoyal2005 Profile Picture
    6,332 on at

    Hi,

    Have a look at d365foe.blogspot.com/.../how-to-get-deep-url-for-particular-form.html. You can generate the deep URLs from UI with whatever filter criteria you want.

  • vinitgoyal2005 Profile Picture
    6,332 on at

    Hi,

    Let us know if you were able to get answers.

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