Every now and then we might have come to a requirement where the customer says I want to edit 2nd entity on the same form he/she has opened or view it (not satisfied with quick view form), recently I found an OOB method but the only limitation is it’s supported in Only Unified UI.

It can perform 3 types of navigation: Entity List, Entity Record or HTML Resource and that is most commonly we use or requires right.

I have come up with this requirement much time, where the user wants an option to check and change the values of primary contact manually when primary contact is changed and they don’t want to navigate to different form either.

here we will use below JS snippet available on Microsoft Doc (Click here) on change of Primary contact

var pageInput = {
  pageType: "entityrecord",
    entityName: "contact",
    entityId: "4da0e5b9-88df-e311-b8e5-6c3be5a8b200" //replace with actual ID
};
var navigationOptions = {
    target: 2,
    height: {value: 80, unit:"%"},
    width: {value: 70, unit:"%"},
    position: 1
};
function OpenPrimaryContact()
{
debugger;
Xrm.Navigation.navigateTo(pageInput,navigationOptions);
}

On Change of Primary contact, a Dialog appears inside account record

The user wants an option to add a new address record each Time primary contact is changed .

here we will use below JS snippet available on Microsoft Doc (Click here) on change of Primary contact

var pageInput = {
  pageType: "entityrecord",
    entityName: "customeraddress"   
};
var navigationOptions = {
    target: 2,
    height: {value: 80, unit:"%"},
    width: {value: 70, unit:"%"},
    position: 1
};
function OnChangePrimaryContact()
{
debugger;
Xrm.Navigation.navigateTo(pageInput,navigationOptions);
}

On Change of Primary contact, a Dialog appears inside account record to create “Customeraddress”

here we will use below JS snippet available on Microsoft Doc (Click here) on change of Primary contact

var pageInput = {
  pageType: "webresource",
    entityName: "dvm_htmlwebresource.html"   
};
var navigationOptions = {
    target: 2,
    height: {value: 80, unit:"%"},
    width: {value: 70, unit:"%"},
    position: 1
};
function OnChangePrimaryContact()
{
debugger;
Xrm.Navigation.navigateTo(pageInput,navigationOptions);
}

On Change of Primary contact, a Dialog appears inside account record with HTML resource