{"id":7104,"date":"2022-01-31T15:37:18","date_gmt":"2022-01-31T10:07:18","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=7104"},"modified":"2024-12-13T14:27:45","modified_gmt":"2024-12-13T08:57:45","slug":"how-to-embed-html-web-resource","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-embed-html-web-resource\/","title":{"rendered":"How to Embed HTML Web Resource in CRM&#8217;s Entity Form"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-embed-html-web-resource\/#Step_1_Navigate_to_Components_Settings_Page\" >Step 1: Navigate to Components Settings Page<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-embed-html-web-resource\/#Step_2_Add_the_HTML_page_to_the_Dynamics_365\" >Step 2: Add the HTML page to the Dynamics 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-embed-html-web-resource\/#Step_3_Adding_Web_Resource\" >Step 3: Adding Web Resource<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-embed-html-web-resource\/#Step_4_Refreshing_the_Form\" >Step 4: Refreshing the Form<\/a><\/li><\/ul><\/nav><\/div>\n<p>Microsoft Dynamics 365 web resource is the HTML web resource. This permits the inclusion of things as complex as a custom web page or as simple as basic text into the form by utilizing a web resource control.<\/p>\n<p>In this blog we will demonstrate how to embed a basic HTML page into a Dynamics 365 form. Follow the below steps.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_Components_Settings_Page\"><\/span>Step 1: Navigate to Components Settings Page<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Click on <strong>Settings \u27a4 Advanced Settings \u27a4 Settings Area(Drop down) \u27a4 Customizations \u27a4 Customize the System<\/strong> you will land on the <strong>Components Settings<\/strong> page.<\/p>\n<p>On landing the <strong>Components Settings<\/strong> page, navigate to the <strong>Entities \u27a4 Accounts \u27a4 Forms<\/strong>. Here, you can see the list of active forms. Here we have to add a new form and by following the below steps, you can do the same.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Components-Settings-Page-1.png\" alt=\"Components Settings Page-1\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Add_the_HTML_page_to_the_Dynamics_365\"><\/span>Step 2: Add the HTML page to the Dynamics 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Create a simple HTML page and add it as a <strong>Web Resource<\/strong> to Dynamics 365. Be sure to select <strong>Webpage (HTML)<\/strong> as the type and upload the HTML page by clicking the <strong>Browse<\/strong> button. Once you upload the web resource, you can <strong>Save<\/strong> and <strong>Publish<\/strong> it. Next you have to add it to the Account form.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Components-Settings-Page-2.png\" alt=\"Components Settings Page-2\"><\/center><br \/>\n<center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Components-Settings-Page-3.png\" alt=\"Components Settings Page-3\"><\/center><br \/>\n<center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Components-Settings-Page-4.png\" alt=\"Components Settings Page-4\"><\/center><\/p>\n<p>Enter the <strong>Name, Display Name, Description, Webpage (HTML)<\/strong> as <strong>Type, Language, Upload File, URL<\/strong>, and <strong>Checkmark to Enable for mobile<\/strong>.<\/p>\n<p>After entering the information, click on the Save button to save the information.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Adding_Web_Resource\"><\/span>Step 3: Adding Web Resource<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now in the <strong>Components Settings<\/strong> page, navigate to the <strong>Entities \u27a4 Account \u27a4 Form<\/strong>, and open any account for which you need to embed the HTML web resource. Now add a new <strong>Web Resource<\/strong> from the <strong>Insert<\/strong> tab.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Adding-Web-Resource-1.png\" alt=\"Adding Web Resource-1\"><\/center><\/p>\n<p>It will open pop-up shown in the below image.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Adding-Web-Resource-2.png\" alt=\"Adding Web Resource-2\"><\/center><\/p>\n<p>Select your <strong>Web Resource<\/strong> whichever you want to open in Account entity form. Enter the Field Name, Properties, and Visibility.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Adding-Web-Resource-3.png\" alt=\"Adding Web Resource-3\"><\/center><\/p>\n<p>Then click on <strong>OK<\/strong> it will close that pop-up, now <strong>Save<\/strong> and <strong>Publish<\/strong> the form.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Refreshing_the_Form\"><\/span>Step 4: Refreshing the Form<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Refresh your <strong>Account<\/strong> form and the HTML page will appear.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/Adding-Web-Resource-4.png\" alt=\"Adding Web Resource-4\"><\/center><\/p>\n<p>The use of HTML pages on Dynamics 365 forms gives developers a great deal of flexibility in extending a CRM. That\u2019s because the content in the web resource is an actual HTML page, most of the functionality of HTML can be utilized to give the user access to outside web sites or interact with CRM records via JavaScript embedded within the HTML page.<\/p>\n<div class=\"buttons-row\">\n<p><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/contacts\/\">Contact Us<\/a><\/p>\n<\/div>\n<p>&nbsp;<br \/>\n<em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Dynamics 365 web resource is the HTML web resource. This permits the inclusion of things as complex as a custom web page or as simple as basic text into the form by utilizing a web resource control. In this blog we will demonstrate how to embed a basic HTML page into a Dynamics 365&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-embed-html-web-resource\/\">Continue reading <span class=\"screen-reader-text\">How to Embed HTML Web Resource in CRM&#8217;s Entity Form<\/span><\/a><\/p>\n","protected":false},"author":26,"featured_media":7113,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[58],"tags":[],"class_list":["post-7104","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-crm","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Embed HTML Web Resource in CRM&#039;s Entity Form - AppJetty<\/title>\n<meta name=\"description\" content=\"Microsoft Dynamics 365 web resource is the HTML web resource. 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