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Microsoft Dynamics CRM (Archived)

Using Portal Functionality in Existing Website

Posted on by Microsoft Employee

I am new to Portal development, so go easy on me. I have built an entity form for the Contact Us part of our existing website. The plan is to embed that form in the webpage "Contact Us" so we can gather the data right from the user and into Dynamics CRM. I've tried using iframes, but it gives me a message stating that the creator doesn't allow iframes. Is this a setting or expected behavior for security reasons? What is the best practice for getting information like this into CRM using the Portals? If someone could at least point me in the direction of a blog or some documentation, I can follow that and work it out. I have been the Portal documentation on Microsoft, but I must be missing the part that discusses using the Portals this way.

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  • Verified answer
    Alan Mervitz Profile Picture
    Alan Mervitz 295 on at
    RE: Using Portal Functionality in Existing Website

    There is a site setting called 'HTTP/X-Frame-Options' that can be used to allow embedding in an external site, see colinvermander.com/.../using-your-dynamics-365-portal-in-an-iframe for details.

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