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CRM 2013 + Dialogue + to return query results as hyperlinks RRS feed

  • Question

  • Hi ,

       I have created a simple dialog that accepts First Name and Last Name as a parameter. (in prompt) on the first page.
     
    Used the **Query CRM Data** Step and passed the prompt values in it.

    Finally displayed the data in an **optionset Picklist**.

    However after this i want to open the selected record and perform some modifications.

    How should i achieve that ?

    Is it possible to return the records as an hyperlink so that onclick of it i can directly open the record.


    Any help would be appreciated.

    Thanks,
    Wednesday, November 19, 2014 10:07 AM

All replies

  • You can't modify the UI of the dialog, so there's no way to directly display the hyperlink of the record.

    However, you could create a web resource that starts the dialog, queries CRM to find the selected record, then opens this record. The main issue with this approach is whether you can identify the selected record reliably, which depends on the logic in the dialog


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, November 19, 2014 7:41 PM
    Moderator