Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / calling crm home page ...
Microsoft Dynamics CRM (Archived)

calling crm home page in USD agent application.

(0) ShareShare
ReportReport
Posted on by Alok Sharma 340

Hi All,

I'm trying to bring CRM home page (main.aspx) in USD agent application.

I have followed below methods but none of them worked .

Method 1:

step1 : created hosted control Name: Home page

            USD component Type :CRM Page

 Hosting Type: IE Process

Allow Multiple pages :No 

Application Global :unchecked 

display group: MainPanel

Step2 : Action call

Name : Home navigate

Hosted Control*= Home Page

Action*= Navigate

Data=    url= main.apsx

step 3: 

Hosted controls ->CRM Global Manager -> nav bar-> events -> DesktopReady-> Added active action + -> Home navigate 

according to this tutorial video ( (https://www.youtube.com/watch?v=EZFLYctcQ_c) but it is not showing as in his video home page is coming.

method 2: following this method that is also not working : https://neilparkhurst.com/2015/11/01/usd-create-a-home-button-in-the-toolbar/comment-page-1/#comment-4564

please someone help me regarding above issue . 

*This post is locked for comments

  • Alok Sharma Profile Picture
    Alok Sharma 340 on at
    RE: calling crm home page in USD agent application.

    Hi Neil ,

    I was not calling all the hosted controls , action calls, and events in the configuration. 

    Now it's coming fine but when it's loading it's showing Sales home page when using main.aspx

    Case-Home.JPG

    I want Case home page like below

    Case-Home.JPG

    if you see in the URL there also it is showing main.aspx.

    By this I can get list all the cases and can get that Global Search bar. which is in blue strip.

    If I'm calling Cases then that blue strip is not coming so that i can search also.

    Hope You are getting what I want. in short in home page (main.aspx) instead of Sales , Service _>Case should come.

    Please suggest me what I should do now .

  • Verified answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,727 User Group Leader on at
    RE: calling crm home page in USD agent application.

    Hi Alok

    This problem sounds slightly strange, as if you can get the home page to load from calling the action from a toolbar button I would expect that same action to work from DesktopReady.

    Are you using the current version of USD? (Always worth checking!)

    Srikanth is correct the Application is global option must be checked. But it sounds like you have done that now.

    Are you confident you can see the required action being triggered when USD loads? (In the debugger.) Or alternatively are you seeing any errors in the debugger?

    Exactly what does happen? Does nothing load or does a tab open that is blank? And do you get any popups?

    For example, an IE window containing http://event?. If so, it could be an IE setting issue. See the blog post below if that is happening.

    blogs.msdn.microsoft.com/.../ie-process-mode-gives-httpevent-popup

    Thanks

    Neil.

  • ansrikanth Profile Picture
    ansrikanth 3,115 on at
    RE: calling crm home page in USD agent application.

    Hi

    Can you share a screenshot of the debugger window showing what are all the action calls called in DesktopReady ?

  • Alok Sharma Profile Picture
    Alok Sharma 340 on at
    RE: calling crm home page in USD agent application.

    No Srikanth I haven't added any condition.

  • Suggested answer
    ansrikanth Profile Picture
    ansrikanth 3,115 on at
    RE: calling crm home page in USD agent application.

    Have you placed any conditions ? What is the action you have added on to DesktopReady event? Can you open the debugger and see if the action is executing?

  • Alok Sharma Profile Picture
    Alok Sharma 340 on at
    RE: calling crm home page in USD agent application.

    Hi Srikanth,

    I'm i made it as Global but still it is not loading home page

    I want it on DesktopReady event when my agent gets ready it should show main.aspx page.

    I'm able to call it on button but not able to call DesktopReady event.

  • Verified answer
    ansrikanth Profile Picture
    ansrikanth 3,115 on at
    RE: calling crm home page in USD agent application.

    You have to make your application as global. i.e. Application Global: CHECKED

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,432 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans