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Hi Guys,
I need some assistance.
I’ve created an HTML web resource showing all the Accounts information. I have put this web resource in one tab of Opportunity (say), and showing it through my Web Form Step. The issue is that Dynamics portal is not displaying the Accounts data. It may be because I’ve used Rest API to retrieve the data in CRM.
Can anyone help me with it ?
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Hi,
It is quite possible that the issue is due to rest api authentication. Do you see the HTML web resource at all? Simple way to find out is to have some static text and see if that works. You can also check developer console for any js error, most probably thre will be something for you to look further.
docs.microsoft.com/.../walkthrough-registering-configuring-simplespa-application-adal-js
Hope this helps.
I am able to see the Html web resource structure but not the data in it
Did you check developer console for any errors? If you open your html outside of CRM, does it work? If the html doesn't work outside of CRM then it will also not work inside portals.
Hello,
Iframes and web resources are not displayed on web forms or entity forms. For the full list of features, check out (old documentation, but still pretty accurate):
community.adxstudio.com/.../crm-entity-form-feature-matrix
Even if they did work, you are correct to identify that using the Rest API would be a problem. Portal users are not Dynamics users, so you can't use a Portal user account to authenticate against any CRM APIs.
You probably need to use a combination of FetchXML, Liquid and JavaScript to get the result you're looking for.
Nick
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