Using the New Modal Dialog to Open Forms in Dynamics 365 using Xrm.Navigation.navigateTo

We can open new Model forms using JavaScript in Dynamics 365 CRM. In this example, we will discuss how to open new modal forms using the new dialog feature. In this article, we will open an account entity as a modal form in the Contact entity. Navigate to the contact form in the front end, open your browser developer console by pressing ‘F12’ and paste the code given below.

If you are in contact entity this will open new contact form for you. You can also aligned it on your own demand (center or right)

Input:

Xrm.Navigation.navigateTo({pageType:”entityrecord”, entityName:”account”, formType:2}, {target: 2, position: 1, width: {value: 50, unit:”%”}});

Output:

Here you can see we have opened new account form on contact entity using browser developer console

It is aligned center now. You can change it as right:

Xrm.Navigation.navigateTo({pageType:”entityrecord”, entityName:”account”, formType:2}, {target: 2, position: 2, width: {value: 50, unit:”%”}});

Set position:2 instead of 1:

Here you can see both align center and align right. If we set position as 1 it will align center can change position as 2 will change position as right

Minimize & Maximize using the below snapshot:

Change size of the model form using:

 We can change the size of the model form by changing the values given in the code. In the given snapshot you can see the value is 80. This change value effect on our size of model form.

Open Existing Records:

We can fetch the existing records saved in an entity by using following code.

Xrm.Navigation.navigateTo({pageType:”entityrecord”, entityName:”contact”, formType:2, entityId:”71f0728d-c25f-ea11-a811-000d3a3be299″}, {target: 2, position: 1, width: {value: 50, unit:”%”}});

We have to fetch this first name and last name in our new modal form.

We can change its position by changing position value 1 to 2.

We can also check total record saved in an entity by using given code, for example we can check how many record in CONTACT entity.

Xrm.Navigation.navigateTo({pageType:”entitylist”, entityName:”contact”}, {target: 2, position: 1, width: {value: 50, unit:”%”}});

Here we can see the total records in contact entity. We can change the size of model form and also change the alignment of that form. Can change center or right. We can also minimize and maximize the model form by clicking on the top right button.

We can PASS ID to open any record of contact:

We can open any record by passing ID by getting from the urn

Xrm.Navigation.navigateTo({pageType:”entitylist”, entityName:”account”, viewId:” 405996ad-84bb-ea11-a812-000d3a8b3ec6″}, {target: 2, position: 1, width: {value: 50, unit:”%”}});

We can open WEB RESOURECES ALSO:

You can create new web resource and open it by using given code.

Advance setting >> customization >> system customize >> expand entities >> web resources >> hit on new >> and set its name and then open it by its name.

Xrm.Navigation.navigateTo({pageType:”webresource”, webresourceName:”new_MyNewWebResource”}, {target: 2, position: 1, width: {value: 50, unit:”%”}});