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IFrames open a number customization and integration options. Conceptually, an IFrame creates a window within a web page that displays a second web page. IFrames can display any web page, whether it is hosted on your Microsoft Dynamics CRM server or elsewhere. An example of an IFrame that displays a map website on the Account form is shown in Figure 7-29.
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7 Entity Customization: Forms
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FIGURE 7-29 IFrame on the Account form that references Bing Maps
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Although this is a very simple example, the key concept is that you can display non Microsoft Dynamics CRM content within the context of a record s form by using an IFrame. Potential uses for an IFrame on a form include:
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Displaying external websites Displaying your own custom web pages Displaying other websites on your intranet
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The most important feature of the IFrame capability is that Microsoft Dynamics CRM can automatically append the IFrame URL with additional information from Microsoft Dynamics CRM, such as the record type, GUID, organization name, and language preference. By taking advantage of the additional dynamic information in the URL, you can display web content in the IFrame that is unique to the record you are looking at, instead of displaying a generic resource. Tip Each IFrame references a URL. Typically, this is a website, but URLs can also be used to
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reference images, documents, and other files in your network or on the Internet. You can also specify protocols other than Hypertext Transfer Protocol (HTTP), such as Secure HTTP (HTTPS) or File Transfer Protocol (FTP).
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The steps to create an IFrame are similar to the sub-grid and web resource controls that we have already discussed; however, the properties of the IFrame are a bit different, as shown in Figure 7-30.
FIGURE 7-30 IFrame Properties dialog box
Name
As with other controls, you must specify a name and label for the IFrame. In addition to these values, you also need to enter the URL.
Name Notice that Microsoft Dynamics CRM automatically prefixes the value IFrame_ to your IFrame s name. Unlike the attribute schema prefix that you can configure, you cannot alter this value. After you create an IFrame, you cannot change its name. URL In the URL field, enter the address of the web page or resource that you want to reference in the IFrame. You can specify a full URL (including the http://) or a relative URL.
7 Entity Customization: Forms
Parameters You also have the option to pass record object-type code and unique identifier as parameters. When this option is selected, Microsoft Dynamics CRM appends query string parameters to the IFrame URL. Table 7-3 shows how an IFrame URL would appear for a sample record with and without parameters.
Tip You can view the full URL of an IFrame that you create by right-clicking in the IFrame
and clicking Properties.
TABLE 7-3 Passing Parameters to IFrames
Parameters passed
No Yes
URL of the resource displayed in the IFrame
http://www.adatum.com/sample.aspx http://www.adatum.com/sample.aspx id=%7bABE4D7F7-F011-E011-9C745C260AFC36D8%7d&orglcid=1033&orgname=ReidBook&type=1&typename= account&userlcid=1033
You can see that passing parameters appends the following data to the URL query string:
n n n n
id Displays the globally unique identifier, or GUID, of the current record. orglcid Displays the language code ID for the organization. orgname Displays the organization name. type Every Microsoft Dynamics CRM entity has a corresponding object type code that references entities (for example, 1 = Account, 2 = Contact, and so on). typename Displays the user-friendly entity name. userlcid Displays the language code ID for the user. For example, user language code 1033 stands for U.S. English.
With all of this additional information in the URL query string, you can tell exactly which record the user is looking at, which organization the user belongs to, the user s preferred language, and the organization s default language. From here, you can design your own custom web pages that take advantage of this query string information to render information relevant to the record the user is viewing. We also want to highlight the fact that even though Table 7-3 shows a custom .aspx page, you don t need to create custom web pages using Microsoft technology. The Microsoft Dynamics CRM IFrame can append the parameters to any type of URL, so you can create custom pages using the web development platform of your choice. Important By passing parameters to IFrames, you can create custom web pages that dynamically
update to display data related to the open record. Your custom web page must retrieve data from the additional query string parameters and update the web page display accordingly.
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