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Microsoft Dynamics CRM (Archived)

Open external link in same tab/window

Posted on by Microsoft Employee

Hi All,

My client has a business process that requires their users to go out to an external system to complete risk assessments on a client record (the CRM record is sync'd to this system), and once they complete the assessments the updated scores and information are sent back to CRM by the external system. Due to this, they want the button to access the assessments in CRM to open the URL in the same tab. The users have a button in the external system to go back to CRM. This is to prevent users working with outdated data since the page hasn't been refreshed.

I have tried a lot of different solutions that work when using javascript on a std HTML page, but CRM is blocking the url from opening in the same window.

Anyone got a solution that would enable me to do this?

This is for CRM 2016 On-prem.

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