Recently we had a requirement to open an existing lead record within the Dynamics 365 Mobile App from another app.
Using the application handler for mobile clients this can be achieved.
Custom browser protocol – https://nishantrana.me/2020/09/22/use-custom-browser-protocol-to-launch-desktop-applications-from-dynamics-365/
We can either open an empty create entity form or an existing record by passing the GUID of the record.
Similarly, we can open a view and dashboard.
Below is the URL format
ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]
ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]
To open an existing lead record we would use the below URL
ms-dynamicsxrm://?pagetype=entity&etn=lead&id= e5975ea3-531c-e511-80d8-3863bb3ce2c8
Say for e.g. below is the lead record we want to open in the Dynamics 365 Tablet app from a desktop application.
The Windows Form Application –
On the click of the Open Lead button, the lead record is opened in the tablet app as shown below
In case we are not logged in to the app, it would ask us to sign in first and after successful login, it will open the lead record.
The same from an HTML page
The same is the experience for the mobile app.
Clicking on the link in the browser opens the Dynamics 365 Mobile App with the lead record specified in the id.
Similarly we can open a View, Dashboard, or the Create form for an entity.
Get all the details here –
Also check out the custom workflow activity for it
Check other posts on Dynamics 365 Mobile App
https://nishantrana.me/2020/05/12/dynamics-365-for-phones-and-tablets-blog-posts/
Hope it helps..
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