Thursday, January 31, 2013

Add a link to an external website on CRM 2011 form

There is a navigation tree on the left side of a CRM 2011 form. This can be modified to allow the current form to be replaced with an existing web resource or external web page.
  • Start customizing the form
  • Click the Navigation button under the select section on the ribbon:



  • Click the Insert tab
  • Now Naviagation Link is enabled. Click it, enter the Name and External URL. (Even though External URL  is disabled, click it and it will become enabled)
  • Click OK.
  • Save and Publish, then open the form. Now, on the left navigation panel you will see your text; clicking it will cause the website to open in the place of your form.

1 comment:

  1. Hi,
    What happens to the navigation link in crm 2013.
    I have a similiar situation to add external hyperlink in the form. But since navigation bar on left is gone in 2013, I thought of putting it in header.
    but is it still possible to using navigation bar somehow??
    The way I am thinking is using HTML webresource in header.
    Thanks

    ReplyDelete