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Customize Dynamics 365 portal page

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Posted on by Rakhi Sharma

Hi All,

Can someone please tell me how to remove the following section from the Dynamics 365 portal:

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Lakshmisha Shetty on at

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RE: Customize Dynamics 365 portal page

Hi Rakhi,

Please refer to below Link of ADX studio. this will help you in understanding customization in CRM portal. Some of the feature might not be same as mentioned in this Guide, As this is applicable to ADX studio(prev. Version of CRM Portal).

community.adxstudio.com/.../documentation

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Rakhi Sharma on at

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RE: Customize Dynamics 365 portal page

Hi Lakshmisha,

Thanks for your response.

Can you please provide some link or any document which contains all the details about how to write JavaScript in Dynamics 365 Portals.

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Lakshmisha Shetty on at

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RE: Customize Dynamics 365 portal page

Hi Rakhi,

JavaScript on the CRM side will not work in Portal. If you want to write a JavaScript in Portal then you can open the respective entity forms or Web pages and write your Java Script in "Custom JavaScript" in Additional setting tab or Advance tab(in case of Web Pages).

Mark as Answered if it Helps you.

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Rakhi Sharma on at

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RE: Customize Dynamics 365 portal page

Hi Lakshmmisha,

Thanks for your response. I am new to this Dynamics 365 Portal. Can you please tell me if the Javascript code implemented in the CRM on the same entity will work in the dynamics 365 Portal?

It is not working from my end. Can you suggest any solution?

Thanks

Rakhi

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Lakshmisha Shetty on at

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RE: Customize Dynamics 365 portal page

Hi Rakhi,

Best method to get rid of this pole section is change the page template of that page. you can use "Full page" or create a custom page template as per your need and use that in this page.

Mark it as Answered if it helps you.

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Community Member on at

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RE: Customize Dynamics 365 portal page

Hi Rakhi

Have you tried to deactivate (I wouldn't delete in case you need it at a later time) the Poll Placement(s)? In theory this should remove the frame that is now empty because there are no Poll records.

James

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Rakhi Sharma on at

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RE: Customize Dynamics 365 portal page

Hi James,

I have deleted the Poll. But still it is showing the same error.

Actually, I have to show the entire form in the Dynamics portal, for that i need to remove that Poll section.

Rakhi

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Community Member on at

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RE: Customize Dynamics 365 portal page

Hi Rakhi

I've not seen that before, but I am using the older on premise version of ADX Studio rather than the Portals. For me setting the "Expiration Date" to a date in the past worked straight away. Did you delete or deactivate the Poll? I would now try deactivating the Poll Placement record(s) for that page and see if that removes the section.

Hope that helps

James

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Rakhi Sharma on at

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RE: Customize Dynamics 365 portal page

Hi James,

Thanks for your response.

I have removed Poll from the CRM, but i want to remove the complete Poll section from all the pages.

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RE: Customize Dynamics 365 portal page

Hi Rakhi

This is a Poll and is easy to remove. They are controlled by 2 things; Poll Placements and Polls. Both can be found in the "Portals" menu.

Either you can deactivate the Poll Placement for that page, or deactivate/set the end date of the Polls that are currently in your system.

Page 178 onward of the Administrator's Guide to Portal Capabilities provides some more detail: https://www.microsoft.com/en-us/Dynamics/crm-setup-and-administration/gather-feedbacks-using-polls-on-a-portal.aspx

Hope that helps

James

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