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Customer experience | Sales, Customer Insights,...
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How to open a canvas app instead of a quick create form in CDS on a plus button click?

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Hello, 

I have a canvas app which is running on top of CDS/CRM/CE data, and now I would like embed this canvas app into a model driven app. Is there any way that I can embed this app as a replacement for Quick create form, or can I embed this app into a quick create form and load that create form on a plus button click from the subgrid? 

I'm trying to achieve the same functionality as here : https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-sales/enhanced-exper... 

Thanks,

Satya

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,188 Moderator on at
    RE: How to open a canvas app instead of a quick create form in CDS on a plus button click?

    Hi Satya,

    You can modify the logic of the click event on the button click using ribbon workbench to call a JavaScript function.

    Within your JavaScript function execute on of the Xrm.Navigation methods to open a new url, in your case the url of your canvas app.

    You can probably use the navigateTo or openUrl.

    I used something similar, but not for Canvas App.

    You can take a look at this blog article:

    www.ariclevin.com/.../change-status-2020-wave-1

    It does not provide you exactly what you are looking for, but might point you in the right direction. It has the required information of customizing the command bar button and calling the Xrm.Navigation.navigateTo (which you might have to use the openUrl).

    Hope this helps.

  • Suggested answer
    Denny Deng Profile Picture
    on at
    RE: How to open a canvas app instead of a quick create form in CDS on a plus button click?

    you probably could refer this article

    bguidinger.com/.../custom-dialog-boxes-part-1

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