Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Hi to all,
I am new to portals.
Is it possible to set opportunity entity in sales module in customer portal? If it is possible please let me know the approach.
I want to set custom templates on portal form. can anyone help me or suggest me to approach portal and set custom templates in portal.
Can anyone suggest me the links.
Assuming you are talking about Dynamics 365 Portal and have already install/ configure it. If not use this link - arunpotti.wordpress.com/.../comment-page-1
Once configured - You can go through this link which has steps for the lead entity. Similary you can use it for opportunity entity.
You can use this link for some basics - www.preact.co.uk/.../how-to-get-started-with-dynamics-365-web-portals
Hope this helps.
In addition to that, you can access your entities in portal using entity forms or entity lists, you can create entity form or entity list for the opportunity entity and add them to web page. you need to set entity permissions for the portal user for the opportunity entity so that when they will try to access it, they should see the data.
If you can share some more details about your requirements may be we can help you more specifically.
Business Applications communities