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Dynamics 365 Community / Forums / Customer Service forum / Portal - note shows th...
Customer Service forum

Portal - note shows the actual content and *WEB* in the end

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Posted on by CRMISKEY 180

Hello,

whenever i create a note in CRM and view it in portal, there is this *WEB* getting appended to the actual text. Worst thing is that it shows up in the portal for customers along with actual content. Has anyone faced with this issue and able to fix it. I'm thinking of a solution on the portal to remove it but wanted to make sure someone tried any other workaround. Or, any suggestions from microsoft.

Thanks!

Categories:
Portals
I have the same question (0)
  • Srikanta Mahapatro Profile Picture
    Srikanta Mahapatro 190 on at

    Hi CRMISKEY

    Follow the detail step in link https://nishantrana.me.../configuring-note-for-entity-form-in-portal-in-dynamics-365/

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    As we know, if we want to show note text in the portal, we should add *WEB* before the text. I also tried in my instance and it worked well.

    community462.png

    community462.png

    Could you kindly share more information about your case like screenshots or your form settings? Did you add *WEB* before and after the content? We just need to add *WEB* before text.

    You could also refer to this blog about how to add note to portal and check your instance step by step.

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-notes

    https://nishantrana.me/2017/02/27/configuring-note-for-entity-form-in-portal-in-dynamics-365/

    Hope it helps.

    Best Regards,

    Leo

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