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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Community Ideas po...
Microsoft Dynamics CRM (Archived)

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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  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,264 on at

    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.

  • Suggested answer
    Srikanta Mahapatro Profile Picture
    Srikanta Mahapatro 190 on at

    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

    Create_5F00_edit_5F00_Grid.PNG

    so that you can get create button and edit aswell

    Create_5F00_edit_5F00_Grid.PNG

    Thanks,
    Srikanta

    If found useful, please mark the answer as verified

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    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.

  • Suggested answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at

    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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