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Report 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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Thank you so much Andrew.
You'll need to write some level of integration it seems.
Using a fetch statement similar to :
All responses (
Answers (
<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.
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.
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.
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André Arnaud de Cal...
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