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Anyway to open a custom contact form using a lookup? RRS feed

  • Question

  • I have several lookups on an accounts form, is there anyway to get each account form lookup to open a custom contact form that I have created? For example, I have 3 custom contact forms named  contact1, contact2, contacts3. I want to be able to click a lookup in accounts and go to contact form 3 rather than the default form. I'm using CRM Online if it makes a difference.

    Thank you.

    Tuesday, January 1, 2013 9:14 AM

Answers

All replies

  • Hi Syed,

    Can you elaborate your requirement further by adding one screenshot that will be useful.

    Regards,

    Yusuf


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Tuesday, January 1, 2013 12:16 PM
  • Thank you for the reply Yusuf. This is what I am trying to achieve:

    Tuesday, January 1, 2013 12:36 PM
  • Hello,

    Maybe you can use the Xrm.Utility.openEntityForm for this purpose:

    http://msdn.microsoft.com/en-us/library/jj602956.aspx

    Tell me i this helps.

    Cheers,

    Zoran

    • Proposed as answer by Zoran Ivanov Tuesday, January 1, 2013 3:14 PM
    • Marked as answer by Syed..Hussain Friday, January 4, 2013 11:34 PM
    Tuesday, January 1, 2013 3:14 PM