Using Entity Form to show CRM Form inside Portal in Dynamics 365


To show CRM Form inside Portal, go to CRM – Portal – Entity Form and let us create a new Entity Form record to show Lead form in Portal.

Here we have selected entity as lead and we are showing Summary Tab in the Lead form in insert mode in the Community Portal.

Now login to the portal with admin rights and create a new child page to display this lead form.

This adds the tab in the Portal page

Clicking on Submit shows the message

Opening CRM – Leads, we can see our lead record created.

Hope it helps.

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

5 thoughts on “Using Entity Form to show CRM Form inside Portal in Dynamics 365”

  1. I have a lot of fields I would like to publish to my portal where the user would have to input a large amount of data
    The standard template seems to have a lot of white space and it makes the form unnecessarily long

    I can edit the form to have the labels inline with the text boxes but when published to the portal they seem to always be overtop – increasing the amount of whitespace

    Is there anyway I can push the labels back inline? Or does this have to be done through bootstrap?

    Like

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