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Microsoft Dynamics CRM (Archived)

D365 / CRM Portal - Web / Entity Form Lookups

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Hi all,

Does anyone know if it is possible to create a related record directly from a Web / entity form within the Portal in a similar way you would for a Subgrid (through metadata)? As I'm looking for an option and there doesn't seem to be one there.

Any help on this would be great.

Many Thanks

Josh

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: D365 / CRM Portal - Web / Entity Form Lookups

    No, you do not have option to show related records as subgrid in the Web/ Entity form. But there is an option in Entity Form to create a related record under Additional Settings-> Action Button Configuration, That works on click of a button in the form.

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