Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Enable contacts to update their related data (in other entity) via webform without need to login.

Posted on by

Hi All,

Is there a way I can deploy a webform and send link to the contacts who are in the CRM and allow them to update their respective records in a related entity.

I understand Power Portal is an option here, but I don't want user to create accounts and login. Instead, do it without logging in.

Your guidance would be helpful or any other approach i would go for?

  • Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 on at
    RE: Enable contacts to update their related data (in other entity) via webform without need to login.

    you can create a custom website (you need developer skills) but without authentication any person with the link will be able to edit the information

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans