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how to display entities in a form in left navigation pane. RRS feed

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    Hi,

    I have a requirement that ,when i click on new button in ribbon a form opens . In that form i need display entities in left navigation pane , i.e in common i need to display appointments,work hours, cases etc,,

    So how can i do this .. please send me any link/code/steps about how to do this...

    Regards,

    Pathan

    Wednesday, June 6, 2012 8:38 AM

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    Hi,

    When you create a relationship between two entities the related entity starts appearing in left navigation. When you click New left navigation is there but disabled.

    When you open an existing record the left navigation is in enabled state. So to display entity in left navigation create relationship between two entities.

    • Marked as answer by mrpathan Thursday, June 7, 2012 8:41 AM
    Thursday, June 7, 2012 6:21 AM

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    You need to look into relationships, check out this elaborate video http://www.youtube.com/watch?v=w0DsLXg0Ypg
    Wednesday, June 6, 2012 8:46 AM
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    Hi Pathan,

    you used to get left navigation links in entity when you create relationship between two entities, so you need to creation relationship with required entities. also you can call custom like to call a custom web page as well.

    refer: http://blogs.msdn.com/b/crm/archive/2008/02/14/crm-4-0-relationships-explained.aspx this is for ms crm 4.0 but concept is same for ms crm 2011.

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    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    • Proposed as answer by HIMBAPModerator Wednesday, June 6, 2012 8:53 AM
    • Marked as answer by mrpathan Thursday, June 7, 2012 8:41 AM
    • Unmarked as answer by mrpathan Thursday, June 7, 2012 8:41 AM
    Wednesday, June 6, 2012 8:53 AM
    Moderator
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    Hi Thanks to both,

    I got it.

    I have another problem that,

    I have created a button called email in ribbon.and i have added a url for that in action . The url i have added is copied from email button which is present in Add tab of CRM form.so when i click the button, instead of opening a new tab it is opening a new browser window..

       So can you guys tell me How should i make a tab opened when i click the button.

    Waiting for reply

    Pathan

    Thursday, June 7, 2012 6:21 AM
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    Hi,

    When you create a relationship between two entities the related entity starts appearing in left navigation. When you click New left navigation is there but disabled.

    When you open an existing record the left navigation is in enabled state. So to display entity in left navigation create relationship between two entities.

    • Marked as answer by mrpathan Thursday, June 7, 2012 8:41 AM
    Thursday, June 7, 2012 6:21 AM