Author: Carl

You can open a CRM record or create a new record directly through the URL. Let’s look at an example with the Accounts entity. First, you will need to know the GUID of the record, which you can get through code or this way. To open a record, the link should be in the format below, replacing words in bold: http://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord&id=%7BBFF9BC73-7DE9-E611-80F5-C4346BAD36FC%7D To create a new CRM record: https://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord If using … Continue reading Open CRM Record by URL

You can get the GUID of a record by clicking on “Email a Link”: This will open the record in your email client. Between the %7b and %7d you will see the Id: You can also pop out the record to see the Id the same way:  

To apply updates to your online instances of Dynamics CRM, go to http://portal.office.com. Then, select Admin from the options: Select Dynamics 365: Then select Updates:  

To redirect a Dynamics CRM page to an entity page, you can use: Xrm.Utility.openEntityForm(name,id,parameters,windowOptions) For example, this would redirect the user to the lead page if you included this in JavaScript in CRM: Xrm.Utility.openEntityForm( “lead” ); If we add the ID parameter, it will open the actual record, e.g. Xrm.Utility.openEntityForm( “account”, “{AFF47933-3FD8-E611-80F0-C4346BAC8930}” );