We Resource in form CRM

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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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erhan.keskin 2,253 on at

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RE: We Resource in form CRM

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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Adrian Begovich 1,025 Super User 2025 Season 1 on at

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RE: We Resource in form CRM

Hi Angel David Cordova Rosario,

This article explains how to to insert a simple HTML web page control into a CRM form.
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Vipin J 1,603 on at

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RE: We Resource in form CRM

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]