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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom Web portal usin...
Microsoft Dynamics CRM (Archived)

Custom Web portal using CRM Dynamics 365

(0) ShareShare
ReportReport
Posted on by Community Member

I want to create my custom web portal which is NOT having any entity from CRM, but my custom entities.

Can I use CRM to create such portal?

I want to understand should we use CRM for any non-CRM entities or just a fresh web site, if we want to develop the site quickly with Authentication and Authorization implemented in it.

Are there any tutorial links / demo videos for the same?

Thanks,

Bhakti

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at

    Hi Bhakti,

    Custom entities can be surfaced using Dynamics 365 Portals.  While the out-of-the-box portals include functionality to interact with cases, opportunities, knowledge articles, etc, as well as some portals-specific entities like forums, ideas, etc, you are not required to use that functionality.

    When you install Portals, a number of solutions will be included that contain custom entities required by the Portals to operation (like Web Site, Web Pages, Page Templates, etc).  These are the foundation of Portals, including what is required for authentication and authorization.  From their you can create Entity Lists, Entity Forms and Web Forms that point to custom entities you create.

    If you don't intend on using of the of the out-of-the-box Entity Lists, Entity Forms or Web Forms, I'd recommend using the Custom Portal option when installing.  This will give you the smallest footprint.

    Nick

  • Community Member Profile Picture
    Community Member on at

    Thank you for the response.

    My portal does not require to use any of the CRM entity(which should not be issue, as using CRM entities is not mandatory in a Portal created using CRM)

    Query: Can you please help me to clarify my doubt - 

    To keep my portal (which is created using CRM with authentication implemented) up and running, the CRM instance also should be in running state?

    But I think I need to explore some other options as well to create the portal.

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…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans