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Customer experience | Sales, Customer Insights,...
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Windows Navigation Rules not firing from Dashboard

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Posted on by 295

I have configured my dashboard as per followin configuration,

Hosted Control: CRM page

Pre-Fetch data: Checked

Hosting Type: IE Process

Action Call: Navigate

Data: url= /main.aspx

Once my dashboard opens I navigate to person entity and click on a contact. My requirement is it should open in a new page but it does not.

I have written my Windows Navigation Rule with following settings.

From: Dashboard (entity)

Entity: contact (schema name)

Pop Up

In Place

Route window

Target Tab: Contact Hosted Control

Show Tab: Contact Hosted Control

But it never works and it opens up the contact page in same crm page. Strangely if I change my ActionCall and open any other CRM page other than Dashboard than it works fine. I am amazed why it works with others but not with dashboard.

Please help!

  • Faran Saleem Profile Picture
    295 on at
    RE: Windows Navigation Rules not firing from Dashboard

    Hi Tiago,

    I am using Web Client.

    My Unified Service Desk Component Type is CRM Page. Also, I am not sure how can I check if it matches to the interface that I am using?

    CRM Verison v8.2

    USD version 4.1

  • Tiago Ribeiro Profile Picture
    on at
    RE: Windows Navigation Rules not firing from Dashboard

    Hello Faran,

    Are you using Web Cient or Unified Interface?

    Is the Unified Service Desk Component Type from the hosted control matching the interface you are using?

    What is your CRM and USD version?

    Best regards,

    Thank you for using Microsoft Dynamics 365 Communities,

    https://community.dynamics.com/crm/b/dynamicscrmsupportblog

    Dynamics CRM Support Engineer - Customer Engagement

    Microsoft

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