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I've been asked to investigate whether we can display external data on the Account form. I am extremely new to Dynamics CRM and I am just hoping someone can point me in the right direction on what I should be researching/investigating. Here is what we are looking to accomplish:
When a user views an Account, we need to make a REST API call to retrieve a list of attachments that are associated with the Account. These attachments are stored in a separate system that exposes an API.
- API uses OAUTH 2
- I need to pass some Account information to the API (e.g. Account ID) in order to get attachments specific to the selected Account.
- API responds with JSON
I would like to display the list of attachments (e.g. File Names) as hyperlink in a grid/table on the Account screen - possibly on a new Tab or something. Clicking the hyperlink will call the API to download/open the actual attachment file.
I've tried searching online but haven't had any success. I've seen options about Plugins, Virtual-Entities, HTML pages, etc. - but I have no idea whether any of these would work. So I'm hoping someone can just point me in the right direction.
Thanks,
Joe
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