CRM Community Ideas portal

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Posted on by Community Member

Hi ,

I have a question on ideas . How we get the portal updated as the new record in ideas forum is added automatically .

I am trying to create and edit the ideas page differently. As the feature is OOB . I am not able to find the code to edit. How does the CRM community portal recorded are connected to the web page and template ?

Thanks in advance

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Sreevalli 3,256 on at

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Hi Sree,

You have to use Entity Forms to show up your forms in portals -community.adxstudio.com/.../entity-form

Based on your requirement you can go for separate forms for Create and edit.

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Srikanta Mahapatro 190 on at

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Hi,

Use the two different entity form and web page for create and update, which can be used to show as a form in the portal

Create the necessary entity permission to that entity.

If you are using the List view in portal then use the the Grid Configuration

so that you can get create button and edit aswell

Thanks,
Srikanta

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RaviKashyap 55,410 Moderator on at

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Hi,

Refer this blog which has all the main components and how they are linked-

blogs.technet.microsoft.com/.../using-portal-capabilities-in-dynamics-365-crm

Hope this helps.

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Nicholas Hayduk 2,863 on at

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Hi Sree,

The Ideas forum is not related to web pages and templates like some of the other functionality. It's implemented in the Portal application code using MVC. So unfortunately unless you can use JavaScript to accomplish what you need (by including it in the header or footer template), the Ideas functionality is not very customizable.

Nick

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