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Microsoft Dynamics CRM (Archived)

Open an External Website in Dynamics CRM 2011

Posted on by Microsoft Employee

In the video below, a complete external webpage is being displayed inside Dynamics CRM 2011's GUI, and the presenter is interacting with the web page just like a normal web site.

I have read different CRM documents, and they suggest that this cannot be achieved in a supported way.

I am curious how this can be achieved?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open an External Website in Dynamics CRM 2011

    Can't watch this video.. can u please share me this video.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open an External Website in Dynamics CRM 2011

    thank you Absaar for the details.

    harihar

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open an External Website in Dynamics CRM 2011

    For example you have passed the extracted phone_no to a web service, which performs certain operations on the phone_no and returns some data on the page you are using.

    Now if the page you are using is an external page then you would not be able to use

    Xrm.page object of Dynamics CRM, but it the page is an html web-resource and consuming the web service, than you can easily manipulate form data using Xrm.page object.

    In case of external web-page in-order to pass data to the CRM page using SDK might help.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open an External Website in Dynamics CRM 2011

    Thank you Absaar. As I understand this is one way communication as the page is embedded.

    Unless I missed something - new to MSD.  I am not yet clear on how we can exchange information (both ways) real time.  Let me explain the scenario..

    1. Let us say we pass the phone no. - We receive the phone no  in the embedded page , carry out some logic - send output to MSD (Say: Some output information depending on the inputs in this case phone no.).

    2. How does MSD receive the output information real time and act on it. (I am not clear how we can get this back real time).

    Thank you once again,

    harihar

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open an External Website in Dynamics CRM 2011

    You can do this by passing your required information using query string with the URL of your embedded page. for example you need to pass the phone number of an Account record, what you will do is that you will get that phone number using:

    var phone_no = Xrm.Page.getAttribute("phonenumber").getValue();

    Now compose a query string like this:

    "http://embededpage?phone="+phone_no

    Handle this parameter in your embedded page and there you go.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open an External Website in Dynamics CRM 2011

    Thank you Surmeet for confirming. 

    Quick question: how do we exchange the information between the embedded page (external site) and Dynamics CRM real time. 

    harihar

  • Suggested answer
    Surmeet Singh Profile Picture
    Surmeet Singh 3,075 on at
    RE: Open an External Website in Dynamics CRM 2011

    Yes this is the recommended way.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open an External Website in Dynamics CRM 2011

    Hello Surmeet, Is this supported in 2013 version? Thank you for your feedback.

    harihar

  • Suggested answer
    Surmeet Singh Profile Picture
    Surmeet Singh 3,075 on at
    RE: Open an External Website in Dynamics CRM 2011

    Hi Absaar,

    This video or external website display is possible by:

    1. Create a HTML Page and add a iframe to it.

    2. In IFrame add the video link or URL.

    3. Add the page to the CRM as webresource.

    4. Now, if you want to display the video on the CRM Home Navigation. Then you can edit the site map and add an area to it. In the URL for the Area put the reference of the HTML webresource.

    This is a supported way and I have done it.

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