Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011

Wednesday, September 11, 2013

How to add a navigation link to a Form in Dynamics CRM

by Carmel Schvartzman

  1. In this step by step walkthrough we will learn how to add a navigation link to a Form in Dynamics CRM in order to open an external or intranet site, and even some custom html page that we designed.
    We'll add a navigation link to the Accounts form, to open an internet site from there. This is an example of what we'll create:
    how to add a navigation link to a Form in Dynamics CRM
  2. Go to the Customizations and to Accounts, selecting Forms, and open the Main form:
  3. We want to add a Navigation Link , but as you can see below, it's not enabled yet:
  4. Go to the Home tab, and click on "Navigation":
  5. Once you do that, you will see the Navigation enabled:
  6. Now you can open the Insert tab and click on "Navigation Link":
  7. In the dialog that opens, fill the fields "Name", "Icon" (selecting some relevant icon) , and "External URL":
  8. After saved, a new button can be seen at the navigation tab: you can drag and drop it to place it upper in the tab:
  9. Finally, clicking the button we could open the web site:


    This tutorial was about how to add a navigation link to a Form in Dynamics CRM.
  10. That's all...Enjoy  :-)

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