web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Opportunity Record URL in CRM partner portal

(0) ShareShare
ReportReport
Posted on by

Hi,

How can we include opportunity record URL in portals?

Description :

We have a subgrid for Task entity in portal showing all tasks.

Suppose A task is created and is visible on portal. Tasks contains text saying you have to complete further steps of Opportunity(Custom entity). So Is there a way we can include that entity record portal URL in the task form e.g. opportunity record URL in the portal so that when user clicks on the URL, it will redirect to that particular opportunity record page in portal?

Attaching portal task form below.

pastedimage1633949405461v1.png

Regards,

Akash

I have the same question (0)
  • Inogic Profile Picture
    709 on at

    Please refer below article for the same.

    https://community.dynamics.com/crm/b/thinkdynamicdodynamic/posts/hyperlink-on-lookup-values-in-crm-portal

    Hope this helps.

    Thanks!

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 72 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 29 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans