{New Feature}Embedding Views in Forms without command and navigation bar (CRM 2013 SP1 and above)

When I was doing a CRM upgrade for one of my earlier projects (CRM 2013 Rollup 1), there was a requirement of showing unrelated records (no relationship entities) on VIEW on a form. We tried lot of approaches and ended up making custom web resources. IN SP1 for 2013, Microsoft product team has added a little wonder as a result of which now it is possible to achieve it (I also need to mention about my bond friend who actually asked for it and I came across this, Thanks bond Friend,anonymity is guaranteed to 007!)

So here is the screen for my form:

clip_image002

What needs to be done here is below:

Step 1: Make an html web resource, see code below:

<html><head>

<title>Live Feed</title>

<style type=””text/css””>

html, body {

border: none;

margin: 0;

overflow-y: hidden;

overflow-x: hidden;

}

</style>

<meta charset=””utf-8″”>

<meta></head>

<body style=”word-wrap: break-word;”>

//Iframe here

https://servername/main.aspx?etc=2&extraqs=%3fpagemode%3diframe%26sitemappath%3dSFA%257cCustomers%257cnav_conts&pagetype=entitylist&viewid=%7b00000000-0000-0000-00AA-000010001004%7d&viewtype=1039&cmdbar=false&navbar=off

</body></html>

Note: Notice URL of the view here:

“&cmdbar=false&navbar=off” in the end

Reference from MSDN:

navbar

This capability was introduced with the CRM Online Spring ’14 and CRM 2013 Service Pack 1 releases.

Controls whether the navigation bar is displayed and whether application navigation is available

using the areas and subareas defined in the sitemap.

· on
The navigation bar is displayed. This is the default behavior if the navbar parameter is

not used.

· off
The navigation bar is not displayed. People can navigate using other user interface

elements or the back and forward buttons.

· entity
On an entity form, only the navigation options for related entities are available.

After navigating to a related entity, a back button is displayed in the navigation

bar to allow returning to the original record.

cmdbar

This capability was introduced with the CRM Online Spring ’14 and CRM 2013 Service Pack 1

releases.

Controls whether the command bar is displayed.

· true
The command bar is displayed. This is the default.

· false
The command bar is hidden.

Step 2: Add this web resource to your form and you are done!

Ask your Query : Click here

Hope it helps!

Advertisement

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s