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Microsoft Dynamics CRM (Archived)

How do you display appointments for the logged on User in the Portal?

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Posted on by 3,755

I'm trying to create a view that displays all my Appointments when I am logged in.

I created a case record, I want to see all the associated Appointments relating to this case. I am trying to create a view that does this but can't work it out. Does anyone know how?

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  • Portalguy Profile Picture
    205 on at
    RE: How do you display appointments for the logged on User in the Portal?

    Hi Philip

    You can enable portal timeline feature on case to show activities including appointments.

    colinvermander.com/.../dynamics-365-portals-display-activities-with-timeline

    Are you selectively looking to display only appointments? if yes, then you can  create a web template to use CRM fetch query with liquid.

    blogs.msdn.microsoft.com/.../d365-portals-using-fetchxml-with-liqiuid

    colinvermander.com/.../dynamics-365-portals-use-liquid-to-return-json-or-xml

    Regards

    Sumit

    f the answer solves your problem, please mark as Verified.

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