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Customer experience | Sales, Customer Insights,...
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Opportunity Record URL in CRM partner portal

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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

  • Inogic Profile Picture
    438 on at
    RE: Opportunity Record URL in CRM partner portal

    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!

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