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Dynamics 365 Community / Forums / Customer Service forum / Portal Forms
Customer Service forum

Portal Forms

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Posted on by Community Member

Hello and Good day!

I am trying to customize our Dynamics 365 Portal. I created a new Main Form inside the Lead entity. However, I was not able to make the form show up in the Portal. I found out that the Form is in Unmanaged state...How do I make the form Managed?

Also, do you have detailed instructions on how I could make a custom form show up in the portal? Thank you in advance.

Categories:
Portals
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Please refer the below blog which will give you the step by step instructions to expose the lead form on portals.

    blogs.technet.microsoft.com/.../using-portal-capabilities-in-dynamics-365-crm

    Hope this helps

  • Community Member Profile Picture
    Community Member on at

    Hey Ravi, I will check this out!

    Thank you!

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Thanks. Do remember to matk it as helpful if it helps you.

  • Community Member Profile Picture
    Community Member on at

    Why is it that everytime I try to create a new form, the State is Unmanaged?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    This is expected. The componenets are created as unmanaged. you then can export them out as managed if you wish. Don't worry about this.

  • Community Member Profile Picture
    Community Member on at

    How do I export the as managed? This is in Dynamics 365

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Why do you want o do that? Ain't you configuring portal lead form? That doesn't require the component as managed? As mentioned above for this task, you don't need to worry about unmanaged or managed. Thats a complete different topic.

  • Community Member Profile Picture
    Community Member on at

    ahhh okay okay...So this is what I am currently doing, I created a form inside the Lead entity...so this form serves as some sort of Application Form...

    I would like this application form to show up inside the Portal...Please do note that I already used the default Web Form for Inquiries...So the application form is inside another page...But I was not able to produce the form inside the new page.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Sorry but I am unable to understand what you are after? But I am sure if you follow the steps mentioned in the blog, you will know the basics of portal and later can change it as per your requirement. If you just want to create a different lead form to show it in portal then the step is already their in the blog (the part where we doa save as of "web form" form.

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