Step-By-Step how to add a Web Page link to a Form in Dynamics CRM

by Carmel Schvartzman

1. In this walkthrough we will learn How-to add a navigation link to a Form in order to open a custom html page that we designed.
   We'll add a navigation link to the Campaigns form, to open an internet site from there. This is an snapshot of what we'll create:
   
   
   In order to create this navigation link, we'll need a Web Resource, that means a virtual html, jscript, css, picture or Silverligth file stored in the CRM database, and identified by a unique URL.
   Therefore we'll create a web resource that will display some markup to open a web site.
2. First, go to the Customizations, then to Web Resources:
   
3. Next,  click on the New button:
   
   
4. Type some relevant Name and Display Name, and at the Type drop down list select "Web Page":
   
5. Notice the "Upload file" text box: we could upload some large html file. But we don't. We'll create an html page from scratch, using the Text Editor:
   
6. Choosing the "Source" tab, we can create our html directly writing code:
   
7. Open the "Source" tab, and you will see the skeleton html code:
   
8. Return to the "Rich Text" tab, and write the following text: (you can of course format it using the format buttons):
   
   
   
9. For instance, you can add a link to a page, by clicking "Add Hyperlink":
   
   
10. After you OK the Insert Link dialog, take a look at the markup added to the Source tab, and customize it the way you need:
    
11. Save the Web Resource and Publish it:
    
    We have just created a resource that can be used all over our CRM application.
12. Now, let's add the Web Resource to the Campaigns form. Select the Main form:
    
13. Try to Insert a Navigation Link. It won't be possible:
    
14. You have to click the "Navigation" button at the ribbon, to enable Navigation:
    
15. Now we can INSERT a Navigation Link:
    
16. At the Navigation Link dialog, type some relevant name, and choose some icon you like. Next press the button at Web Resource, because we're adding our web resource to this form:
    
17. From the list, select the Web Resource we just added:
    
18. Now we can save the Link:
    
19. We'll see the Navigation Link just appended to the Navigation Tab:
    
    Save and Publish the Main Form.
20. Go to the Workplace and take a look at some Campaign. Click the Navigation Link to see our Html Page:
    
    
    If you click the link we added to our Web Resource, you'll navegate to the URL:
    
    
21. The present article is about how to add a Web Page link to a Form in Dynamics CRM.
22. That's All !!!!!!!
    
    
    
    כתב: כרמל שוורצמן