CRM Portal, update records without Entity Form

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Posted on by Reece Campbell

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Hello,

I have been spending time with the new CRM Portals (not ADX Portals but the new Dynamics 365 Portals without access to the code) and find that styling is not an issue, getting at data is not a problem (retrieving and displaying either with liquid syntax or managed forms) but updating records seems to only be possible via an Entity Form; is this correct?

What I am looking into is if it were possible to build a page on the portal that displays a list of records, let's say tasks, with a button for each to mark as completed. I know I could create this as an Entity List and display a Workflow button which would run and could mark the task as complete but I don't want to use an Entity List for this and want to know if there are other ways to update CRM entity records via the portal.

Cheers,

Reece

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Customer Service

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Tanuj Parmar on at

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RE: CRM Portal, update records without Entity Form

Hi Reece,

Did you get any solution for the same. I am trying to achieve a similar thing. Please let me know in case you have a solution now.

Regards,

Tanuj Parmar