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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Portal entity forms - ...
Service | Customer Service, Contact Center, Fie...
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Portal entity forms - Dynamic fields

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Posted on by Jeevan Kumar Balija 425

Hi,

Is it possible to have a portal web page with fields shown driven by the entity data instead of CRM forms(dynamic fields), i.e. we can have an entity form showing a CRM form in the portal, instead of that the fields should be dynamic loaded from another entity data. If it is data, in future if we want to add additional fields or change existing ones, it should be possible to change in the data.

This is like implementing a survey or questionnaire type with the possibility of changing those questions over a period of time.

Thanks

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Portal entity forms - Dynamic fields

    Hi partner,

    I'm not very sure about your requirement.

    In portal, we could add 2 types of form, Entity Form and Web Form.

    1.If you want to copy the entity form in D365 to portal, you could use entity form, this will allow portal show the entity form from D365, and you could customize the fields in the form in D365 directly.

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/entity-forms

    For example the case form.

    pastedimage1588829626995v1.png

    pastedimage1588829653970v2.png

    2.Web form could make the form in portal more powerful, you could add steps in web forms to guide the user finish their job (like the BPF in D365).

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/web-form-properties

    So you could choose them according to your own requirement.

    Best Regards,

    Leo

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