Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamic 365 Portal - C...
Microsoft Dynamics CRM (Archived)

Dynamic 365 Portal - CRUD Operations from portal

(1) ShareShare
ReportReport
Posted on by Rohit Negi 53

Team,

I am looking for options to create single/multiple records from portal on click of a custom button from custom page created using liquid template.

Also, If i want to update a record back in CRM using input provided by end user on a custom page.

I have tried using crm web api call using javascript to create/update records in CRM but it gives some authentication issues.

Also, tried liquid template code to create/update crm records but no luck.

Please share your experiences in-order to cater above requirements in Adxstudio8.x

Thanks in advance!!

Regards,

Rohit Negi

*This post is locked for comments

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,205 on at
    RE: Dynamic 365 Portal - CRUD Operations from portal

    Hi Rohit,

    Below link might help you

    community.dynamics.com/.../226545

    Thanks,

    Shahbaaz

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,205 on at
    RE: Dynamic 365 Portal - CRUD Operations from portal

    Hi Rohit,

    Below link may help you

    community.dynamics.com/.../226545

    Thanks,

    Shahbaaz

  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Dynamic 365 Portal - CRUD Operations from portal

    Hi Rohit,

    Please find the below link :

    https://crmjharana38.blogspot.in/2018/02/display-crm-records-perform-crud.html

    Hope you will get some idea !!

    Thanks,

    Jharana

  • Emmaneul James Abraham Profile Picture
    Emmaneul James Abraham 725 on at
    RE: Dynamic 365 Portal - CRUD Operations from portal

    Hi Rohit,

    As CRM Portals using SAS model, you will not get any chance to add code here, CRM web API will work but to use it you have to Get APPID to get user context, better user CRM org service in your own web Service and consume your service in your portal this will be a workaround  good luck :)

    Thanks

    James

  • sehlers Profile Picture
    sehlers on at
    RE: Dynamic 365 Portal - CRUD Operations from portal

    I am looking for the same type of operations myself, anyone from MS have an answer on this?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans