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Relationship Entity IFrame

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Hello,

I have a question regarding the Relationship entity in CRM 4. Basically since the Relationship entity isn't customizable, I would like to put the view (Party 1, Role 1, Role 2, Party 2) on the Contact General tab. Basically saving the user 1 click, so they can view their relationships on the Contact form.

Would this require building an Iframe? If so, could someone point me in the direction to start this?

Thanks

Monday, May 14, 2012 2:50 PM

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Hi,

Yes, you need to put an IFrame.

You will need to copy your view's URL. Open your view. From more actions copy the view shortcut. This URL you can display in your IFrame.

Please have a look this blog:

http://arvindcsit.wordpress.com/2010/09/02/crm-4-0-iframe-show-advanced-find-result-view/

I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

My Linkedin:

My Twitter: https://twitter.com/#!/ashishmahajan74
- Proposed as answer by Ashish Mahajan Technical Architect, Writer Monday, May 14, 2012 11:18 PM
- Marked as answer by Mitchell2012 Wednesday, May 16, 2012 6:49 PM
Monday, May 14, 2012 11:18 PM

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Hi,

Yes, you need to put an IFrame.

You will need to copy your view's URL. Open your view. From more actions copy the view shortcut. This URL you can display in your IFrame.

Please have a look this blog:

http://arvindcsit.wordpress.com/2010/09/02/crm-4-0-iframe-show-advanced-find-result-view/

I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

My Linkedin:

My Twitter: https://twitter.com/#!/ashishmahajan74
- Proposed as answer by Ashish Mahajan Technical Architect, Writer Monday, May 14, 2012 11:18 PM
- Marked as answer by Mitchell2012 Wednesday, May 16, 2012 6:49 PM
Monday, May 14, 2012 11:18 PM
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Here is another post which details out showing relationship view in an iframe for crm 4.0 -

https://community.dynamics.com/product/crm/crmtechnical/b/crmjimwang/archive/2009/05/06/crm-4-0-iframe-58-show-entity-39-s-associated-view.aspx

Thanks

Sonal.

Tuesday, May 15, 2012 2:20 PM