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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Open Record and end Di...
Microsoft Dynamics CRM (Archived)

Open Record and end Dialog

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Posted on by Community Member Microsoft Employee

Hi Everyone,

I've done some Googling, but it's been rather unsuccessful.

Basically, we have a dialog, which checks to see if a Contact has any open cases before proceeding to make a new one. What we'd like to do, is if you select a case from the dropdown, the dialog will end, and users will be directed to the record. Can this be acheived? Worst case scenario, we'd like to be able to just open the record that has been selected, and close the dialog manually, or end the dialog when the user clicks on a URL.

Thank you in advance

D

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Open Record and end Dialog

    Hello!

    Do you use out-of-box CRM Dialog Process?

    Dynamica Labs http://dynamicalabs.com/

    Disclaimer:

    Any post on this page provided "as is" without warranty of any kind and is for educational and information purposes only. We disclaim any liability arising from any reliance placed on any post.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Open Record and end Dialog

    Hello,

     you can't use javascripts in dialogs, so you have to do it differently somehow..

     One option might be to create a ribbon button and use the technique described a the url below to call a javascript on your form once the dialog has finished:

     community.dynamics.com/.../108696

     For example:

    - Create a new case lookup field and put it on the contact form (make it hidden there)

    - Call your dialog as described in that post

    - In the dialog, update that new case lookup field

    - Close the dialog

    - Refresh the form

    - If a field is populated(use on-load handler), use javascript to open case form, then clean up the field and save the form from the same javascript (so you don't open that case each and every time you go to the contact)

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