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How to trigger an CRM action from portals

Posted on by 195

Hi,

Want to trigger an CRM action from portals on custom button.

Please help me with this.

Regards,

Susritha

  • Manish Sonar Profile Picture
    Manish Sonar 40 on at
    RE: How to trigger an CRM action from portals

    I would suggest "On-Demand Workflow" instead of "Action" where you can add your custom logic and pass values via some custom entity field.

    For Entity Form, under "Additional Settings" you can add action "Workflow" and select respective workflow.

    pastedimage1609747744251v2.png

    For Entity List, under "Options" tab you can add item action "Workflow" and select respective workflow.

    pastedimage1609748345457v4.png

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,050 on at
    RE: How to trigger an CRM action from portals

    We highly recommend users to migrate to PowerUsers community for new Portal questions:

    powerusers.microsoft.com/.../PowerAppsPortals

    ------------

    Please take a look at the web API operations, calling actions or workflows are not yet available, but this is in the roadmap and will be available at some point

    docs.microsoft.com/.../web-api-overview

    If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to trigger an CRM action from portals

    Hi Susritha,

    You can use Entity Forms and Entity Lists.

    If you create an Entity Form for example, and you set the Mode to Insert, when the user clicks on the Submit button it will execute the logic that you have for Create.

    Also, it also provides additional settings.

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/entity-forms

    pastedimage1605768985929v1.png

    If you use Entity Lists, you can add View Actions (under Grid Configuration section).

    Your view actions can be Create, and your Item actions can be Details, Edit, Activate/Deactivate or Workflow to call a workflow.

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/entity-lists

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-subgrid

    pastedimage1605768999612v2.png

    Also, you can call Custom Actions through Liquid.

    https://www.thrives.be/technical/call-a-dynamics-365-custom-action-from-crm-portals/

    https://uds.systems/blog/how-to-run-custom-code-in-dynamics-365-portal

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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