CRM Crate

Using form panels in Dynamics 365 to display a Web Page

Here we will learn to use the form panels in Dynamics 365 to display a Web Page. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in the field of Dynamics 365.

What are form panels in Microsoft Dynamics 365?

Panels are a convenient feature introduced as a preview feature in the December 2016 update for Dynamics 365 (Kindly refer – In spite of its availability, this functionality was not completely deployed until version 9.

The panel client API provides a method to display a web page or a URL in the side pane of the Dynamics 365 CE form. We can consider it as an iFrame that is accessible from most locations in the Dynamics 365 . Unlike the iFrame, we can display the Web Page in a more sophisticated way which gets anchored at side of the form screen.

Client API to populate form panel –

Displays the web page represented by a URL in the static area in the side pane, which appears on all pages in the model-driven apps web client.

Xrm.Panel.loadPanel(url, title)
Parameter NameTypeRequiredDescription
urlStringYesURL of the page to be loaded in the side pane static area.
titleStringYesTitle of the side pane static area.

Important Note: – This method is supported only for the web client.

JavaScript snippet code for populating form panels –

Use the below script for dynamically populating the form panels in Dynamics 365. In our scenario, we have trigger the given script during the “On-Change” event of form field.

//CRM Crate - JavaScript Snippet
function CallMethod (executionContext) {

//Reading Attribute Value From The Form.
var formContext = executionContext.getFormContext();
var Input = formContext.getAttribute("cc_displaypanel").getValue();
if(Input == true)
//Using loanPanel API.
Xrm.Panel.loadPanel("", "CRM Crate");

Validating the form panels in Dynamics 365 form –

Now lets validate the operation of above deployed JavaScript snippet in the Dynamics 365 form as shown below.

form panels in Dynamics 365

Thus we learned to use the form panels to display a Web URL in Dynamics 365.

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Embed a Power Virtual Agent (Bot) into the Dynamics 365 form - CRM Crate
2 years ago

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