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How to trigger an CRM action from portals

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Posted on by Susritha

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Hi,

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

Please help me with this.

Regards,

Susritha

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Community Member on at

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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

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

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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oliver.rodrigues 4,052 on at

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

powerusers.microsoft.com/.../PowerAppsPortals

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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.

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Manish Sonar 42 on at

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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.

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

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