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Customer experience | Sales, Customer Insights,...
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Query external data from Dynamics 365 form

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Posted on by 24
Hi,
 
I'm trying to find a solution for the following scenario:
 
I have an external datasource (not dataverse) that holds millions of records.
On opening the Account form, I want to send a request to the external source to filter out related records and then display those records in an iFrame that I will place on the form.
 
Any suggestions or examples would be appreciated.
 
Thanks
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  • Verified answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    When a record is opened, the onload event is triggered.
    You can register JavaScript in the onload event of the form.
    Use ajax or fetch in JavaScript to send requests to external data sources.

    Get the DOM object of the target Iframe in the browser top context (window.top).
    For example: window.top.document.getElementById("<IframeId>").contentWindow.document;
    Then, you can manipulate the elements in the Iframe.
    Insert the returned data into a specific element in the Iframe.

    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     
  • AW-08051523-0 Profile Picture
    31 on at
    Thank you, I'll try that approach.
     
    I'm also looking at the possibility to use a virtual table.

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