is it possible to create an appointment via the Microsoft portal? so that a customer could create an appointment
we cannot configure Appointment but we have possibility for Event management and scheduling scenarios.
You can use an Entity Form or a Web Form to allow users to create appointments using a Dynamics 365 Portal.
Using Entity Form and Web Page you can achieve this.
1. Create an Entity Form for Appointment
2. Add Entity Form to a Web Page to visible on Portal
3. Add to Home screen to visible on Portal, After adding it looks like this
If found useful, please mark the answer as verified
Please refer to the below post...appointment is also an activity type...you can modify Activity (activitypointer) entity privileges to Create in place of read from the below post...
Hope this helps...
I have tried creating an Entity Form for appointments but Submit just fails with an unknown error followed by a GUID.
If I have an entity Form in Edit mode then it appears in the portal as only ever read only and the Submit button that I add doesn't show.
Are appointments just Special or does Portals have a problem with the EntityId + ActivityPointerId thing?
Hmm I'm not sure. I tried setting up an entity form with an Appointment and it worked fine for me.
I'd recommend enabling the functionality so you can see the details for your error:
That might give a clue as to what is going on.
Thanks Nick. I tried again and took another guess as necessary fields and it has worked this time. I also did the test with permissions turned off on the form so I can troubleshoot it from there.
Strangely turning off custom errors didn't give me a helpful YSOD but still the same useless message - I think it was CRM saying that it couldn't create an appointment because it didn't have xx field.
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