Using navigateTo Client API, we can open the CRM record in dialog from our custom web resource or any CRM form, without leaving our current form or web resource.<\/p>\n
Below, we have provided information about how to open the CRM record in dialog.<\/p>\n
Open new CRM record<\/strong><\/p>\n Here we have opened new CRM record of contact entity.<\/p>\n var pageProperty = {<\/p>\n pageType: “entityrecord”,<\/p>\n entityName: “contact”,<\/p>\n formType: 2,<\/p>\n };<\/p>\n var navigationProperty = {<\/p>\n target: 2,<\/p>\n width: {value: 80, unit:”%”},<\/p>\n position: 1<\/p>\n };<\/p>\n Xrm.Navigation.navigateTo(pageProperty, navigationProperty);<\/p>\n Open existing CRM record<\/strong><\/p>\n Here we have opened existing CRM record of contact entity.<\/p>\n var pageProperty = {<\/p>\n pageType: “entityrecord”,<\/p>\n entityName: “contact”,<\/p>\n formType: 2,<\/p>\n entityId: “979dfe31-0686-ea11-a811-000d3a579c9c”\/\/guid of record<\/p>\n };<\/p>\n var navigationProperty = {<\/p>\n target: 2,<\/p>\n width: { value: 80, unit: “%” },<\/p>\n position: 1<\/p>\n };<\/p>\n Xrm.Navigation.navigateTo(pageProperty, navigationProperty);<\/p>\n With the help of navigateTo Client API, we can open main form of CRM record in dialog.<\/p>\n Get optimum visualization of Dynamics 365 CRM data with –<\/em> Introduction With 2020 Release Wave 1 Update for Dynamics 365, we can open main form of CRM record in dialog using navigateTo Client API. Earlier, we used Xrm.Navigation.openForm\u00a0method to open CRM record and this method opened the CRM record in new window or same window of browser. Using navigateTo Client API, we can open the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":23479,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18],"tags":[2036],"class_list":["post-23478","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","tag-navigateto-client-api"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/23478","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=23478"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/23478\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/23479"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=23478"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=23478"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=23478"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"navigateTo](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/05\/1navigateTo-Client-API.png\")
<\/p>\n![\"navigateTo](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/05\/2navigateTo-Client-API.png\")
<\/p>\nConclusion<\/h2>\n
\nKanban Board<\/a> <\/strong>\u2013 Visualize Dynamics 365 CRM data in Kanban view by categorizing entity records in lanes and rows as per their status, priority, etc.<\/em>
\nMap My Relationships<\/a><\/strong> \u2013 Map My Relationships \u2013 Visualize connections and relationships between Dynamics 365 CRM entities or related records in a Mind Map view.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"