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Dynamics 365 general forum

Transferring data from fields in Dynamics to a form in another website that's displayed in an IFrame

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Posted on by 803

We are wanting to use an IFrame to access another website from within Dynamics. This website will have a form on it. We will have the data required to fill out this form  stored within Dynamics.

What we are wanting to do is grab the data from the fields in Dynamics, and have it populate the corresponding fields on the form within the IFrame. Is it possible? Could we do this using JavaScript or a workflow or a plugin? Any information or documentation on this problem will be appreciated. 

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Transferring data from fields in Dynamics to a form in another website that's displayed in an IFrame

    Hi,

    Refer this: community.dynamics.com/.../209503

    Hope this helps.

  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: Transferring data from fields in Dynamics to a form in another website that's displayed in an IFrame

    You can do whatever you want. You can use form scripting & web api or odata calls to read/query CRM data, then pass as query string in url or parameters between.

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/use-iframe-and-web-resource-controls-on-a-form#pass-contextual-information-about-the-record]

    Try starting with basic examples & reach out to community for any help.

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