Open forms, views, and dashboards in Dynamics 365 mobile client with a URL

Dynamics CRM 2016
 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Use the new application handler for Dynamics 365 mobile clients to directly link to Dynamics 365 forms, views, and dashboards from external applications so that when you click on the link in an external application, the target element opens in Dynamics 365 for phones or Dynamics 365 for tablets. You can also open an empty form for creating an entity record.

If you are already signed in to your Dynamics 365 instance in Dynamics 365 for phones or Dynamics 365 for tablets, the target record is displayed in the mobile client when you click the link in external application. Otherwise, you’re prompted to sign in to your Dynamics 365 instance in the Dynamics 365 mobile client, and upon doing so, the target element is displayed. You must have Dynamics 365 for phones or Dynamics 365 for tablets installed on your mobile device to use this feature.

Use the following application handler and query string parameters to compose the URL.

ms-dynamicsxrm://?pagetype=<VALUE>&etn=<VALUE>&id=<VALUE>

The query string parameters shown in the following table are used.

Query string parameter

Description

pagetype

Specify the page type to open. Valid values are entity, view, dashboard, and create.

This parameter is required.

etn

Specify the logical name of the entity for which you want to open or create a record. Logical name of entities are in lowercase, and defined in the EntityMetadata.LogicalName property.

This parameter is required if the pagetype parameter is set to entity, view, or create.

id

Specify the ID of the entity, view, or dashboard record that you want to open.

This parameter is required if the pagetype parameter is set to entity or dashboard.

It is optional if the pagetype parameter is set to view. If you do not specify the view ID, the default view for the entity specified in the etn parameter is displayed.

Here are some example URLs for opening forms, views, and dashboards.

Action

Example URL

Open an account entity with account record ID as 91330924-802A-4B0D-A900-34FD9D790829

ms-dynamicsxrm://?pagetype=entity&etn=account&id=91330924-802A-4B0D-A900-34FD9D790829

Open a view with the view record ID as 899D4FCF-F4D3-E011-9D26-00155DBA3819 for the contact entity

ms-dynamicsxrm://?pagetype=view&etn=contact&id=899D4FCF-F4D3-E011-9D26-00155DBA3819

Open a default view for the account entity

ms-dynamicsxrm://?pagetype=view&etn=account

Open a dashboard with the dashboard record ID as 2E3D0841-FA6D-DF11-986C-00155D2E3002

ms-dynamicsxrm://?pagetype=dashboard&id=2E3D0841-FA6D-DF11-986C-00155D2E3002

Open a form for creating an account record

ms-dynamicsxrm://?pagetype=create&etn=account

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