Using Details View to update the Entity List records in Portal in Dynamics 365


Suppose we have configured the Entity List view for showing Contact records

https://nishantrana.me/2017/02/02/using-entity-list-to-show-crm-data-in-portal-in-dynamics-365/

Next we want to update the record in the list, for this  we need to configure Web Page for Details View field of the Entity List record.

Here we have specified Contact Details Page web page, this web page has Update Entity Form for Contact in it.

This adds the link for opening the edit page.

Edit Page: –

On Submitting the update, the record gets updated.

Similarly, we can associate a create page having Insert Entity Form in it.

Hope it helps..

Using Custom JavaScript field on Entity List to add JavaScript in Portal in Dynamics 365


Suppose we have added an Entity List on Portal to display Contact information to the portal.

https://nishantrana.me/2017/02/02/using-entity-list-to-show-crm-data-in-portal-in-dynamics-365/

Now we want to add some JavaScript to it. For this we can use the Custom JavaScript field in Options tab of Entity List.


$(document).ready(function () {

$("#EntityListControl").on("loaded", function () {

$('#EntityListControl td').filter(function () {
return this.textContent === "SYSTEM"
}).css("color", "red");

});
});

We can make use of jQuery for this. The above code selects the TD with text System and highlights it with red font colour.

Hope it helps..

Add Attach File additional settings in Entity Form in Portal in Dynamics 365


For attaching files along with an entity form through the portal, we can make use of the Add Attach File section in the Additional Settings tab of Entity Form.

For e.g. in the below Contact Us form, we have checked Attach File check box which basically add the File Control to the web page in the portal.

Allow Multiple Files lets the user attach multiple files. Label would be the label for the control.

Attach File Required option makes attaching a file mandatory and the Required Error message shows the associated error message.

Attach File Save Option– Notes i.e. files are stored as attachment to notes.

Let us see how the settings effects the display and functionality in the Portal.

Attach File label with required symbol à

Clicking on Submit without attaching a file à

Attaching multiple filesà

Clicking on Submit after entering all the required fields à

Opening the lead record inside CRM shows the attachments added to the notes à

Hope it helps..

Using Custom JavaScript field on Entity Form to add JavaScript in Portal in Dynamics 365


Suppose we have added an Entity Form on Portal to display Lead information to the portal.

https://nishantrana.me/2017/02/03/using-entity-form-to-show-crm-form-inside-portal-in-dynamics-365/

Now we want to add some JavaScript to it. For this we can use the Custom JavaScript field in Additional Settings tab of Entity Form.

We can make use of jQuery for this. The above code shows alert and also accesses the Topic field of Lead record using the schema name subject.

Alert Message –

Setting field value –

More details below

https://www.microsoft.com/en-us/dynamics/crm-setup-and-administration/custom-javascript.aspx

https://rajeevpentyala.com/2016/09/12/useful-jscript-syntaxes-adx-portal/

Hope it helps..

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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.

Using Entity List to show CRM Data in Portal in Dynamics 365


Let us take a simple example of showing Contact entity views in the Portal. Entity List can be used to show existing CRM View to the portal.

Go to Portal – Entity List and create a new entity list record. Select contact for Entity Name and Active Contacts and Inactive Contacts as the views to be displayed in the portal. (leave all other value as default).

After saving the record go to Web Pages tab to specify the web page where the page should be displayed.

Before this let us quickly create Web Page in the portal. We can also create the page in CRM as well.

CRM – Portal – Web Pages –

From Portal – Log in to Portal with Admin rights and click on New – Child Page to create a new Page

Add the page to the primary navigation

Associate the Contact Page to the Entity List record inside CRM

Open the Contact page in the Portal.

Hope it helps.

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