Provide hyperlink to customer Name on Customized form in D365

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Posted on by Rhushikesh R

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Hi Everyone,

Need quick help.

Below screenshot displays one customized form which includes Customer Account and Name.

If we click on Account it navigates to Customer master. My client wants the same action to be executed by providing hyperlink on Customer Name.

Is it possible? If yes, how it can be achieved?

I have attached Grid properties screenshot as well.

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Blue Wang Microsoft Employee on at

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Hi Rhushikesh Raut,

Do you have relations for Name field?

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André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

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Hi Rhushikesh,

It is possible. Have a look at the 'All customers' list page. This is having the link on the name field already. You can look at the design how this was accomplished by Microsoft itself.

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nmaenpaa 101,172 Moderator on at

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You can override the jumpref method of the field, and add there logic to navigate to Customers form, using the customer account number of the same record.

community.dynamics.com/.../ax-2012-how-to-use-jumpref-method

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ArunGarg 3,926 on at

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Hi,

1. If you set your "Form Template" (which is under Form properties) as List Page and when you drag and drop fields from DS, you will get Hyperlink DataSource and Hyperlink Menu Item under Grid level field properties. Refer SalesTableListPage form in D365 F&O

2. Create Menu item button in Action Pane and set Visible as No (Refer ViewButton in SalesTableListPage Form)

3. In your Grid (under properties), set Default Action as View Button.

And as mentioned jumpRef method is used for view details, not for the hyperlink.

Please verify the suggestion if it helps you.

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Rhushikesh R 758 on at

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Thanks Nikolaos,

I overridden the jumpref method. And it does work for me,

public void jumpRef() { super(); MenuFunction menuFunction; Args args = new Args(); CustTable custTableLocal; // This is the table of the master where view details option will take you. Change table name here, this is just for sample ; custTableLocal = CustTable_ds.cursor(); args.record(custTableLocal); args.lookupRecord(custTableLocal); menuFunction = new MenuFunction(menuitemDisplayStr(CustTableEditDetails), MenuItemType::Display); menuFunction.run(args); }

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