How to navigate Entities based on Logged in user business unit? MS CRM V9 online

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Posted on by Community Member Microsoft Employee

We have multiple business units within CRM and want to implement a functionality like whenever a user is trying to create a new account we need to retrieve his/her business unit and and if the value returned for business unit is say "ABC", based on this value we need to display an alert message saying "you should create an account trough Lead, please click on OK to navigate to new Lead form". And after clicking on "OK" , user should be automatically redirected to new lead form.

I know we can use JavaScript to get Logged in User BU, but want to know how to navigate entity forms based on response from the user.

any leads would be appreciated!

TIA

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Arun Vinoth 11,613 on at

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RE: How to navigate Entities based on Logged in user business unit? MS CRM V9 online

Like you said - You can check the BU of current login user in JS then you can prompt the user with Alert dialog or Confirm dialog.

docs.microsoft.com/.../openconfirmdialog

Based on the response - you can write logic in success callback to navigate to new entity form.

docs.microsoft.com/.../openform
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gdas 50,085 on at

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RE: How to navigate Entities based on Logged in user business unit? MS CRM V9 online

Hi ,

If you are using v8.2 then use-

Xrm.Utility.openEntityForm("lead");

Check below reference for more details-

mahadeomatre.blogspot.com/.../xrmutility-functions-openentityform.html

If you are using v9.0 then use

Xrm.Navigation.openForm

Check below reference for more details-

docs.microsoft.com/.../openform