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Hello good afternoon. How could I insert a resource page in this part? For example, I would like the selected entity form to be opened in that selected part
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If you are having system administrator role, you should see the form button which will take you to form customization.
There select your web-resource to change it properties and define the web-resource you are interested in.
[View:https://vjcity.blogspot.com/2019/05/how-to-pass-and-retrieve-custom-data-to.html:750:50]
Hi Angel David Cordova Rosario,
This article explains how to to insert a simple HTML web page control into a CRM form.
Hi,
My understanding is that you want to open an entity form in the Iframe on the Opportunity form. For instance; Open Account form in an Iframe on the Opportunity form. I assume quick view is not enough for you for that.
If that is what you want, here is what you can do;
- Create a web resource
- Retrieve the accountid by window.parent.Xrm.Page.getAttribute("fieldname").getValue();
- Add Id to the account form url
- Open it by window.open("url", "_self")
- You can add navbar=off and cmdbar=false if it is needed
- Add web resource to the Iframe of the opportunity form
Regards,
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