Share This Post

MSD CRM Updates

Microsoft Dynamics CRM Page Hosted Control

Use the Microsoft Dynamics CRM Page Hosted control type to load a URL or page from Dynamics 365. When a Dynamics 365 page is loaded within a hosted control of this type, it will automatically scan the page for data from the entity, and automatically populate the replacement parameters.

This hosted control type exposes a number of predefined UI actions and events that are unique to the handling of Dynamics 365 windows including list manipulation actions, and a find action for displaying a quick search or advanced search page.

Create a CRM Page hosted control

While creating a new CRM Page Hosted control, the fields in the New Hosted Control screen vary based on the type of hosted control you want to create. This section provides information about the specific fields that are unique to the CRM Page hosted control type.

CRM Page Hosted

CRM Page Hosted Control

In the New Hosted Control screen:

CRM Advanced Page Hosted control

CRM Advanced Page Hosted control

 

  • Under the Unified Service Desk area, select CRM Page Hosted control from the USD Component Type drop-down list.
  • Select Pre-fetch Data to load related information for an entity record in the context along with the entity record page without having to wait for the full entity web page to load in the client application. The fetched entity information is populated in the Unified Service Desk context thus enabling any CRM Page Hosted control to quickly display relevant entity information on the client application. This could help agents instantly act or kick start discussion with customers, and save crucial interaction time.
  • From the Allow Multiple Pages drop-down list, select No (default) to replace the Dynamics 365 page that is currently displayed, and update the browser history when Unified Service Desk receives a navigate action call or a page is routed to the tab. Select Yes to automatically create a drop-down list when a second URL is called or a window navigation rule directs a page to the tab. This will allow the user to quickly search between the Dynamics 365 pages that are attached to this control. Also, when you select Yes, an additional field, Maximum Browsers, becomes available where you can specify the maximum number of pages to be displayed in the drop-down list.
  • The Hosting Type drop-down list specifies how you want this control to be hosted. You can choose IE Process (default) or Internal WPF .
  • Under the Common Properties area, select the Application is Global check box to set the hosted control as global. Global hosted controls can be displayed outside of a customer session. Controls like the agents’ dashboard, wall or search are common uses for global hosted controls. Global hosted controls do not have session-specific state so when you change sessions, these same global hosted controls remain. If the check box is not selected, the hosted control becomes session based. Session-based controls exist in the context of the customer session. If the user changes to another session, all the session pages from the previous session are hidden.
  • The Display Group field displays the panel where this CRM Page Hosted control will be displayed. MainPanel is the most common for this hosted control type.
Set Page Title

Set Page Title

Predefined UI actions

These are the predefined actions for this hosted control type.

Associated View

This action loads a specific associated view of Dynamics 365. These views are typically accessed by clicking down arrow next to an entity record name in the nav bar, and selecting the associated entities.

Parameter Description
navItemName The associated entity that you want to display. Example: Cases
Id The ID of the main entity record for which to display the associated entity records.
tabset The area in Dynamics 365. Examples: areaSales or areaService.

Close

This action is used to close the hosted control. Unlike the CloseActive action, if this tab (hosted control) is displaying more than one page, it will close all the pages displayed in the tab in your agent application.

CloseActive

This action is used to close the active window within this hosted control. If the active window is the only window displayed in the hosted control, the hosted control itself will be closed. For CRM Page type of hosted controls that do not allow multiple pages (Allow Multiple Pages = No), this action is equivalent to the Close action.

CloseAndPrompt

This action closes the hosted control, but prompts the user to save or abandon the changes before closing.

DisableToolbarButton

This action disables the specified toolbar button on the toolbar in your agent application.

Parameter Description
Name of the toolbar button to disable.

EnableToolbarButton

This action enables the specified toolbar button on the toolbar in your agent application.

Parameter Description
Name of the toolbar button to enable.

Find

Navigate to the quick find list view of the specified entity.

Parameter Description
The data parameter should specify the entity logical name of the quick find list view to display. There are some special case values:

– Use case or incident to display the quick find list view for cases.
– Use advfind to display the advanced find view.
– Use activities or activity to display the quick find list view for activities.

FireEvent

Fires a user-defined event from this hosted control.

Parameter Description
name Name of the user-defined event.

All subsequent name=value pairs become the parameters to the event.

GetSelectedIds

This action is used to retrieve the selected IDs from the lists.

Parameter Description
The data parameter should specify the list name to capture the selected IDs.

The return value contains a semi-colon delimited list of IDs containing the selected items.

GetSelectedCount

This action retrieves the number of items that are selected. Use the GetSelectedIds action to get the actual list of IDs for the entity.

Parameter Description
The data parameter should specify the list name to retrieve the selected IDs.

The return value contains a number represented the quantity of selected items.

GoHome

This action goes to the initial URL specified for this browser instance.

GoBack

This action is equivalent to clicking the back button on the browser instance.

GoForward

This action is equivalent to clicking the forward button on the browser instance.

LoadArea

This action loads a specific area from Dynamics 365. This is equivalent to selecting an area in the navigation pane (such as Sales, Service, and Marketing). The only parameter is the name of the area to click. For example: areaService.

Parameter Description
frame The name of the frame to affect. If no name is specified, it will automatically target the first frame found on the page.

LookupInfo

Displays a Dynamics 365 lookup information dialog box to allow you to select an entity from a list.

Parameter Description
AllowFilterOff “0” or “1” to allow the user to turn off the filtering
DefaultType The Logical Name of the default display. This should be one of the numeric values specified in the objecttypes parameter.
DefaultViewId “0” or “1” to show the default view
DisableQuickFind “0” or “1” to show the quick find field
DisableViewPicker “0” or “1” to show the view selector
LookupStyle Single or Multiple
ShowNewButton “0” or “1” to show new button
ShowPropButton “0” or “1” to show properties button
Browse “0” or “1” whether to use browsing mode. The following is with this set to “1”.
Currentid The Guid for the current value
objecttypes List of object types to display. These are the etc types from Dynamics 365. Example: “1,2” to display accounts and contacts.

MoveToPanel

This action moves a CRM Page hosted control to a different panel at runtime.

Parameter Description
The data parameter should specify the target panel name to move the hosted control to. For example: FloatingPanel.

This action is used to navigate to a Dynamics 365 url.

Parameter Description
url The URL to navigate to. This is a mandatory parameter.
Noscan If this parameter is supplied and True, the data parameters will not be captured from the page.
HideCommandBar If this parameter is supplied and True, the inner frame will be displayed without loading the Dynamics 365 command bar.
HideNavigationBar If this parameter is supplied and True, the form will be displayed without loading the Dynamics 365 navigation bar.
Frame When frames exist on the page, this parameter would specify the name of the frame to navigate, rather than navigating the main window.
postdata Data that is sent to the server as part of an HTTPPOST transaction. A POST transaction is typically used to send data gathered by an HTML page. In Unified Service Desk, this data can be received from any event triggered using “http://event/?”. Example: [[postdata]+]

Alternatively, the data can be passed as an encoded string with its header type in the intended format.

header A string value that contains additional HTTP headers to send to the server. When the postdata parameter is used in the Navigate action, you should also specify an appropriate value for the header parameter. Example: Content-Type:application/x-www-form-urlencoded

If a Unified Service DeskPOST event triggers the Navigate action, the default value of this parameter should be header=[[header]+]

New_CRM_Page

Creates a page for creating a new Dynamics 365 record of the entity specified, and treats the page as a popup from the specified hosted control. The window navigation rules are evaluated to determine the location where the page to create the entity record is displayed.

Parameter Description
LogicalName The logical name of the entity for creating a new instance.

Open_CRM_Page

Opens an existing instance of the entity specified and identified by the ID, and treats the page as a popup from the specified hosted control. The window navigation rules are evaluated to determine the location where the popup should be displayed.

Parameter Description
LogicalName The logical name of the entity to open.
id The ID of the entity record to open.

Pops up a URL from the hosted control and runs the window navigation rules against it for routing the popup to the appropriate location.

Parameter Description
url Routes a popup from this hosted control using this URL as if it were a popup requested from the displayed control.
frame The frame from which this popup originated.

RealignWindow

Displays the hosted control at the specified location on a monitor. You can display hosted control on up to two monitors. This action is applicable for hosted control instances that are configured to be placed on a USDFloatingPanel or USDFloatingToolPanel panel type.

Parameter Description
screen Specifies the screen on which to display the hosted control. Valid values are 1 or 2. If you don’t specify this parameter, 1 is passed by default.
left Specifies the position, in percentage, from the left of the screen on the target monitor where the hosted control should be displayed. Valid values are 0 through 100. If you don’t specify this parameter, 0 is passed by default.
top Specifies the position, in percentage, from the top of the screen on the target monitor where the hosted control should be displayed. Valid values are 0 through 100. If you don’t specify this parameter, 0 is passed by default.
width Specifies the width, in percentage, of the hosted control window on the target monitor. Valid values are 1 through 100. If you don’t specify this parameter, 100 is passed by default.
height Specifies the height, in percentage, of the hosted control window on the target monitor. Valid values are 1 through 100. If you don’t specify this parameter, 100 is passed by default.

Refresh

This action refreshes the current page.

ReRoute

This action takes the currently displayed URL, and sends it through the window navigation rules from the current hosted control as a popup.

RunScript

This action injects JavaScript into the main frame of the application. You should avoid using Dynamics 365 client SDK calls with this action; instead, use the RunXrmCommand action.

Parameter Description
The data parameter is the JavaScript that will be injected into the form. Note: The replacement parameters can be used in the script, and they will be replaced before the script is executed.

RunXrmCommand

This action is used to inject Dynamics 365 SDK JavaScript into the Dynamics 365 form.

Parameter Description
The data parameter is the JavaScript that will be injected into the form. Note: The replacement parameters can be used in the script, and they will be replaced before the script is executed.

SetSize

This action explicitly sets the width and height of the hosted control. This is particularly useful when using “auto” in your panel layouts.

Parameter Description
width The width of the hosted control.
height The height of the hosted control.

SaveAndClose

This action saves the dirty data on the Dynamics 365 form, and closes the hosted control.

SaveAll

This action saves all forms in CRM Page Hosted control that allows multiple pages to be displayed (Allow Multiple Pages = Yes). If the CRM Page Hosted control allows only a single page to be displayed (Allow Multiple Pages = No), this is equivalent to the Save action.

Save

This action saves the current CRM Page.

ToggleRibbon

This action collapses or expands the ribbon. If you hide the ribbon in the Navigate action, it will not be displayed and this action does not work. This action will work only when the ribbon was initially loaded.

ToggleNavigation

This action collapses or expands the navigation pane on the left panel of the Dynamics 365 window. The navigation must contain a navigation panel for this action to work.

Predefined events

The following predefined events are associated with this hosted control type.

ActiveClosed

Occurs when the active hosted control is closed using the CloseActive action.

Parameter Description
url The URL that was displayed in the hosted control when it was closed.

BrowserDocumentComplete

Occurs when the page has finished loading. On a CRM Page type of CRM Page Hosted control, this event occurs after the data has been saved to the replacement parameter list. This event occurs only once, even though multiple frames will have individually fired their BrowserDocumentComplete events.

Parameter Description
url The URL of the page that has finished loading.

DataReady

Occurs as soon as the related information for an entity record is loaded in the Unified Service Desk context. This event occurs before the BrowserDocumentComplete event. If the Pre-Fetch Dataoption is selected for the control instance then this event occurs as soon as the entity data is fetched in a separate parallel call to the server and will not wait for the full page to finish loading. The entity data is pre-fetched and the DataReady event is fired for inline navigations as well.

PageLoadComplete

Occurs any time when a frame has completed loading. This event can occur multiple times per page load when an iFrame or frame is used on the page. This event corresponds to the individual BrowserDocumentComplete events in code.

Parameter Description
frame The name of the frame that finished loading, if available.
url The URL of the frame that finished loading.

PopupRouted

Occurs after a popup has been routed by the system.

Parameter Description
url The URL of the popup that was routed.

RefreshRequested

Occurs when refresh is requested on the current page. Refresh can be requested either by pressing the F5 key or calling the Refresh action by the application.

Parameter Description
url The URL displayed when refresh was requested.

Saved

Occurs after a record in the Dynamics 365 page is saved.

Parameter Description
newId The ID assigned to the newly created record.

Share This Post

Leave a Reply

avatar
  Subscribe  
Notify of
Skip to toolbar