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Microsoft Dynamics CRM (Archived)

Microsoft Portal. Main Navigation direct to a record

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Posted on by 10

Hi, New portals user here.

Trying to figure out if theres a way to make a header navigation button go directly to a record? Current steps to get to record below

There will only ever be one record for this page, but each user will have a different record.

Service-Provider1.JPG

Service-Provider-2.JPG

Service-Provider-3.JPG

Any help would be appreciated

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  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at
    RE: Microsoft Portal. Main Navigation direct to a record

    Hi,

    This should help you: http://himbap.com/blog/?p=3126

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Microsoft Portal. Main Navigation direct to a record

    Hi Joel,

    It looks like you have configured an entity list to display the service provider record. And cause service provider record will only be one, you want to open that page directly. To acheive this, you aould create a web page with entity form. The web page with entity form general accept the id of the record to open so you can pass in the id in the url to this wab page and it will open the page directly.

    Hope this helps.

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