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Microsoft Dynamics CRM (Archived)

How to load CRM view using liquid in Portal page.

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Posted on by 4,601

Hi,

I am loading CRM entitiy view using liquid script. Please let me know if any possible way to do this.

Thanks,

Sandeep

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  • Community Member Profile Picture
    on at

    First thing, would like to know why you are looking to create entity view using liquid script. Since you have the option to create entity view which comes Out-Of-the Box.

    Steps to create view and show it in Portal Page.

    1. Go to Dynamics CRM and create a new view for selected entity with all the columns you need.

    2. Go to Dynamics CRM Portal -> Entity List -> add new list. There is a field called Views under General section. Click on the + sign to add the view (the one created in CRM).

    3. You also have options like "Item Actions" and "Filter" options while creating this entity list.

    4. Now go to Web Pages in the Portal, Create a new web page and in the Entity List field map the Entity List that you have created in the previous step.

    You are all set to go.

    Note: Please mark as answered if it is helpful for you.

  • sandeepstw Profile Picture
    4,601 on at

    I want use liquid code, so I can switch between views based on user profile data.

  • Community Member Profile Picture
    on at

    I think you can use custom javascript in the Entity list configuration page to show and hide the views.

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