USD – Load Account and Primary Contact

I recently wanted to always load two tabs when I open an account session. One for the account and one for the primary contact. Here is how I achieved this.

This involved;

  1. Create an action to navigate to the primary contact.
  2. Add the action to the load of the account hosted control.

Spoiler alert! – This approach works but it has a limitation. Described at end!!

Step One – Create action to navigate to the primary contact

Things to notice include;

  • The order is 10, I wanted this action to come last in the BrowserDocumentComplete event.
  • The hosted control is contact and the action is navigate.
  • The url held in the data portion is below. Notice it includes replacement parameters containing the primary contact id.
  • Also notice below that I added a condition, as I only want the action to execute if a primary contact is present.

url=main.aspx?etc=2&extraqs=&histKey=58360258&id=%7b[[Current Account.primarycontactid.id]u]%7d&newWindow=true&pagetype=entityrecord#550974523

Step Two – Add the action to the load of the account hosted control.

On the browserdocumentcomplete of the account, I added the newly created action.

The “Problem”!
This approach does work but I found an “issues” (although it might not be a problem for you!):
1. I have a number of windows navigation rules which I use to hide the navigation bar. I’ve done this as I wanted to restrict the navigation options available to users from within a session. None of these are triggered using this approach. I’m not 100% sure why. (This maybe a product bug or maybe a navigate action simply doesn’t trigger them.) If I find a solution I will update this post.
2. I did try to resolve the navigation issue by adding combinations of “Hidenav=True
and HideRibbon=True” to the data portion in the navigation action. I think these should have worked but did nothing, so another possible product bug.

You never know CRM2016 might resolve these issues!!!

One thought on “USD – Load Account and Primary Contact

  1. Pingback: USD – The Book | Microsoft Dynamics CRM and Unified Service Desk

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s