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Open document on click of button in D365 CRM using JavaScript

In this blog we will see how we can open a PDF document on click of button from a record in CRM

Let say we have User Guide button on Lead Entity and on click of User Guide button, a PDF document which is User Guide document should be open in next tab.

Solution

  1. Create a solution and add lead entity only.

Then open the same solution in XRM Toolbox – Ribbon Workbench

2. Create/Upload user guide document on SharePoint and Copy Document URL by clicking Share Document icon.
3. Create a WebResource with below code
 var openUserGuide =
{
   //openUserGuide.userGuide
userGuide: function () {
    "use strict";
    Xrm.Navigation.openUrl("https://sinerleak.sharepoint.com/:b:/s/SingerLewak/EaQO2OWjWA1BnHFCCENV-6EBDkILbg3EfPSFLEu-KCeraw?e=ofVyVB");
    }
} 

4. Add action to command and Publish the solution from XRM Toolbox

Output –

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