10 May’19

Dynamics 365Add HTML page in Dynamics 365 Customer Engagement Apps

Introduction

In this blog we will take a look at how we can add an custom HTML web resource in your customer engagement app. There have been client requirements where there was a need to add custom UI to handle some additional functionality, let see how this can be achieved.

Implementation

Step 1 : Firstly we create an HTML web resource, and we add the required code in it. For this demonstration i have used bootstrap to create an responsive page.

You can view the entire code for the HTML here

Below shown is how the HTML file looks.

HTML of SafetyInspection

 

Step 2 : Now to add this in our app in Dynamics 365 Customer Engagement, navigate to your app and open the editor pane as shown below

Sitemap editor

In the above shown pic add a new subarea and add the required name, here we have kept it as Safety Inspection Map and in the properties tab we add the Type as Web Resource and URL is the HTML web resource that we have already pubished

SafetyInspectionWebresource

Now click on Save and Close at the top right corner and then click the Publish option. Once this is done navigate to your app in Dynamics 365 Customer Engagement to view the newly added web resource.

Below show is the how the customization looks like in the unified interface.

WebResource InApp

Hope this helped!

 

 

Written by

Clinton D'Mello

Software Engineer

Leave a Reply

Your email address will not be published. Required fields are marked *

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Expenses in PSA for Fixed Bid and T&M contracts

    23 August’ 2019

    Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount v...

    Read more
  • Setup Dockers

    23 August’ 2019

    Docker is an independent container platform that enables organizations to seamlessly build, share and run any applicatio...

    Read more
  • Qualify Lead in D365 CE: Select which entity records should be created

    20 August’ 2019

    Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qual...

    Read more
  • Early Opt-in for October 2019 Wave 2 Updates

    20 August’ 2019

    August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to...

    Read more
  • Setting Unified Interface App Icons

    20 August’ 2019

    Default App Icons for typical D365 environment look like these.But here’s what you can do to change these to put...

    Read more
  • We respect your privacy.
  • This field is for validation purposes and should be left unchanged.