Hi,
Want to create a record from portals to CRM on custom button click. I tried using portal webapi's it is working but it is still in preview I cannot use it in production.Is there any other way to create a record from "portals"?
Is it possible using clientid, tenantid, clientsecret? If it is possible please help me with it.
Regards,
Susritha
Hi Susritha,
Create a new form or add a tab in an existing form which will contain all fields required. Create a new entity form for entity that you want use the above mentioned form/tab. Use this entity form on the web page. This should allow you to add records in CRM.
You can refer following link:
https://softchief.com/2020/03/03/create-record-using-entity-form-in-dynamics-365-portal/
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
You can do it via extra setup and coding using oauth implicit grant flow (but the webapi is much more simple)
docs.microsoft.com/.../oauth-implicit-grant-flow
at the bottom of the page there are some links to where some sample code has been provided
We highly recommend users to migrate to PowerUsers community for new Portal questions:
powerusers.microsoft.com/.../PowerAppsPortals
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Hi, please take a look at the web API operations
docs.microsoft.com/.../web-api-perform-operations
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