I need to know that is it possible to display a custom aspx page in online dynamics crm form?
You can display an external page inside an IFRAME on a form but you cannot host this .aspx page inside CRM.
If you need to implement special business logic that needs to access external resources, you could create a html webresource that uses js to communicate with a custom workflow action.
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Context: this is for an ISV that sells extended Lead information. we have created web resources ( HTML , javascript) etc that will fetch the data from our REST API and render it in our HTML. I want to put a tab on the lead details page to render this data. Our mangaged solution was working for the class "web" interface version but now our users prefer to use the Sales Hub app.
My understanding is that the sales hub app is itself a managed solution. So I am wondering if it is possible to customize the pages on this app.
when I had posted this question , I did not know much about dynamics 365. after some trial and error, I have found that when a custom solution includes a entity form .e.g contacts form and has customization for the form, that customization will appear in the sales hub app.
Is it possible today to use an iframe to host Microsoft Dynamics CRM?
Specifically, I would like to have a custom application (acting as PARENT most web application) which has an iframe displaying Microsoft Dynamics CRM (say, default home page of CRM). The custom application would have a collapsable/expandable area which would consume about 50-70% of the web application user interface. This collapsable expandable area would simply be an iframe with Microsoft Dynamics CRM taking up about 50-70% of the user interface real estate.
I need the iframe URL to be any URL I would normally browse to on the Dynamics CRM such that I can do just about anything I would normally do with the CRM in a browser tab as I can in the iframe.
For reference:
Parent Application = Twilio Flex 'Agent Desktop'
Is this possible? Thank you advance.
We're just getting into making our CRM 365 OnPrem environment work well using the Mobile App, but the forms we display on web just don't layout well on the 365 Mobile App. I hoped there would be some way to select a different Default Form for the Mobile App and Web depending on how the user comes in, but I haven't found anyway to do this.
Makes since that the two different environments wouldn't be laid out the same way, so I'd like to build a Form for Mobile App and one for Web so I can arrange the fields accordingly. Just no logical way to use the same layout on both.
Thanks for any advise.
You can have two different forms, design the layout (tab, section, fields) for Web & Mobile (UCI) app in two different forms
For UCI app - we can control the form to render, by choosing the Mobile layout form as the only entity Asset. Read more
In Web - still user can switch between multiple forms using form selector, we may need script to land the users in the required form on form load using navigate()
I am a beginner to CRM Dynamics. I want to build a web page in CRM Dynamics. Example like Registration page, Listing page of users i.e. any page which displays data based of custom business logic and pages should be authorized only to authorized users.
I just want to build site just like we do with Salesforce using visualforce pages and custom apex classes and all.
How to achieve same thing in CRM Dynamics? and what are ways to achieve this?
The Sitemap allows you to bind to a custom webresource.
You might want to start by adding to your Stitemap an item that links you to your custom HTML page and then work with json, jquery, for your business logic.
From the HTML you can call actions using Process.js and run C# logic.
Alternatively you can consider Portal.
I often use the WebApi endpoint, an html web ressource and a single-page application javascript framework, like Knockout, to achieve this.
The important is to host every component as a web ressource or use a CDN.
I want to do CRUD operations through HTML page without adding that page in Dynamics CRM's webresource.
Using C# we can connect with dynamics crm and can do get/add/edit/delete operations using CRM's dlls but I don't know the way of doing same from html page which is independent from CRM's webresource.
Can anybody please suggest me that is this possible or not and if yes then the way if there is any.
You can perform CRUD operations on Dynamics CRM 2016 and above using the Web API.
You mention that your application will be independent of CRM, thus it will be on a separate domain. You will therefore need to register CRM in Azure and query the Web API with CORS.
Here is a good example from Microsoft demonstrating how to use ADAL to connect an application with Dynamics CRM.