Share
Reportis it possible to create an appointment via the Microsoft portal? so that a customer could create an appointment
*This post is locked for comments
You’re offline. This is a read only version of the page.
1,336
is it possible to create an appointment via the Microsoft portal? so that a customer could create an appointment
*This post is locked for comments
Thanks Nick. I tried again and took another guess as necessary fields and it has worked this time. I also did the test with permissions turned off on the form so I can troubleshoot it from there.
Strangely turning off custom errors didn't give me a helpful YSOD but still the same useless message - I think it was CRM saying that it couldn't create an appointment because it didn't have xx field.
Hmm I'm not sure. I tried setting up an entity form with an Appointment and it worked fine for me.
I'd recommend enabling the functionality so you can see the details for your error:
docs.microsoft.com/.../view-portal-error-log
That might give a clue as to what is going on.
Nick
I have tried creating an Entity Form for appointments but Submit just fails with an unknown error followed by a GUID.
If I have an entity Form in Edit mode then it appears in the portal as only ever read only and the Submit button that I add doesn't show.
Are appointments just Special or does Portals have a problem with the EntityId + ActivityPointerId thing?
Please refer to the below post...appointment is also an activity type...you can modify Activity (activitypointer) entity privileges to Create in place of read from the below post...
https://colinvermander.com/2017/02/20/dynamics-365-portals-display-activities-with-timeline/
Hope this helps...
Hi ,
Using Entity Form and Web Page you can achieve this.
1. Create an Entity Form for Appointment
2. Add Entity Form to a Web Page to visible on Portal
3. Add to Home screen to visible on Portal, After adding it looks like this
Thank you
Soundharya
If found useful, please mark the answer as verified
You can use an Entity Form or a Web Form to allow users to create appointments using a Dynamics 365 Portal.
Nick
Hi,
we cannot configure Appointment but we have possibility for Event management and scheduling scenarios.
blogs.technet.microsoft.com/.../event-management-in-dynamics-365-for-marketing-quick-start-guide
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (