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Customer Service forum

How to generate dynamics 365 URL for contact search and open in other web browser

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Posted on by 70
From third party application, contact search should directly open up the dynamics URL and should show the results in a web browser.
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  • Suggested answer
    AndrewLy365lyf Profile Picture
    6 Most Valuable Professional on at

    Couple of ways you can do this Narayana.  You can construct a fetchxml query from your third party application and retrieve all Contacts (see Settings > Customizations > Developer Resources).

    Or the quick way would be to leverage an existing view and embed as an iframe into your third party app.  Goto Sales > Contacts, click on Active Contacts view, Click the drop down next to "email a link" click on "Of this Current View".  The drawback is that you maintain the top navigation bar doing it this way.

  • Narayana Swamy S Profile Picture
    70 on at

    Thanks Andrew for your valuable solutions.

    We have a web application and user enters a contact number and search for contact records in dynamics 365 application and would like to show the matched contact records in the web application inside iframe and add activities related contact within iframe.

  • Suggested answer
    AndrewLy365lyf Profile Picture
    6 Most Valuable Professional on at

    You'll need to write some level of integration it seems.

    Using a fetch statement similar to :

    <fetch top="50" >
      <entity name="contact" >
        <attribute name="firstname" />
        <filter>
          <condition attribute="firstname" operator="eq" value="Jim" />
        </filter>
      </entity>
    </fetch>


    Where firstname can be replaced with your search criteria.

    If you enter this oData url into your iframe you will be presented with your results:

    yourorg.api.crm.dynamics.com/.../ContactSet$top=50&$select=FirstName&$filter=FirstName eq 'Jim'

    At that point, you will want to format the output to make it more pleasing to the eye.

  • Narayana Swamy S Profile Picture
    70 on at

    Thank you so much Andrew.

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