Create and update record in CRM without entityForm

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Hello there,

I'm currently working on a client portal and I need to be completely free from Portal restrictions such as the ability to display one Entity Form from CRM on a page, but only one at a time.

I used Liquid Templating a lot in order to request data from the CRM thanks to FetchXML tags and display them as I want, with my own css and JavaScript files.

The ability to read from the CRM was really important for me, but now I need to create or update records into the CRM, but I cannot afford to use native Entity Form.

With Liquid, it is possible to call forms with the Entityform tags and calling them with their name (thing I found disturbing here : https://community.dynamics.com/crm/f/117/t/244243).

Is there a way to create my own form thanks to HTML/CSS/JS and then, on button click, access the CRM to write data where I want ? I tried to use REST, web API, OData, OAuth but everything failed, and I'm stunned about the fact you can't check native Portal source file with Online CRM...

Thanks for your very kind help,

Arthur

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ashlega 34,477 on at

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Hi Arthur,

I am not aware of anything "out of the box" - there might very well be something..

But, if not, I am wondering if you could build it around a custom entity that would have a text field for serialized form data.. so you would always include that entity form to your pages, but, then, you would only use it to pass your own form data to Dynamics.. where you would have a plugin to parse that data..

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Hi Alex !

If I get your idea, I should create a custom entity and in this text field, I would have to fill it with data1;data2;data3;etc... with ";" as a separator in order to parse the data ?

That could work ! I can hide this text field from my user interface but leave the submit button for this purpose and use a plugin...

If nothing "out of the box" is possible, I'll try that way, but writing data into CRM seemed basics to me.

Thanks for your help Alex !

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ashlega 34,477 on at

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You might want to use json to pass data back and forth through that field (JSON.stringify, JSON.parse in javascripts) and this kind of code in the plugin:

www.inogic.com/.../working-with-json-objects-in-dynamics-crm-plugins

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Check following article - uds.systems/.../how-to-run-custom-code-in-dynamics-365-portal

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Hello Andrew,

Thank you very much for this article, I'll give it a go because this is exactly what I need !

I keep you in touch if something wrong happens.

Best regards,

Arthur Landreau

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a33ik 84,331 Most Valuable Professional on at

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@Arthur,

If my reply answered your question feel free to close thread marking my reply as answer.

Good luck.

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