Recently we got one request to show custom website page in CRM from left navigation in MS CRM 2011 based on the entity id. I am going to share the process so that it can help someone.
In our scenario we need to:
- Create left navigation link for custom web page hosted on intranet website.
- Pass current entity id to custom web page.
- Custom page should be visible in associated view iframe.
As we need to pass entity id to custom web page, so we can create html web resource which will read entity id and will pass it to custom web page. Follow below steps to create html page:
- Open default solution or you can create separate solution.
- Navigate to Web Resources and select New to create new html web resource
- Provide basic details for html web resource.
- Open html editor and use below code
<html>
<head>
<script language=”javascript”>
function SetLeftNavigation() {
var WebPageURL=”http://CustomPageURL_Change”; //change custom page url
var EntityId = window.parent.Xrm.Page.data.entity.getId();//to access entityid from entity form
EntityId = EntityId.replace(‘{‘, ”).replace(‘}’, ”);
var iFramUrl = WebPageURL +”?id=”+ EntityId;
location.href = iFramUrl;
}
</script>
</head>
<body>
<script language=”javascript”>
SetLeftNavigation()
</script>
</body>
</html>
- Save and publish your web resource.
- Open your entity form, where we want to add left navigation.
- Double click on left navigation section where you want to add custom link.
- Navigate to Insert->Navigation Link to add new link.
- Enter details like below
Name: Label that you want to give to custom link
Icon: you can create a custom image web resource and use it for icon
Web Resource: Select the html web resource we just created.
- Save and publish your changes and test it.
Note: Please make sure to change quotation if you are copying code.
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