Using Entity Form to show CRM Form inside Portal in Dynamics 365
Views (2915)
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.
Filed under: CRM, CRM 2016 Update 1, Dynamics 365, Microsoft Dynamics 365, Microsoft Dynamics CRM Tagged: CRM, CRM 2016 Update 1, Dynamics 365, Microsoft Dynamic CRM, Microsoft Dynamics 365
This was originally posted here.

Like
Report
*This post is locked for comments