web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Invoice Product Lookup not showing Data in Portal

(0) ShareShare
ReportReport
Posted on by

Hi Everyone,

I have created a Custom Entity of Credit Note and Credit Note Product to capture Credit Note of Customers.

And in Credit Note Product, I created 2 Fields Invoice No. and Invoice Product where Invoice No. will show only Linked Customer Invoices and Invoice Products will show list of Products of Invoice.

This Process is working fine in CRM.

I am getting an Issue in Lookup field for Invoice Product in Portal.

Steps in Portal:

1. I created a Webform--> Step 1(Credit Note) Step 2(Credit Note Product) - Working Fine

2. In Step 2 - Under Credit Note Product Grid - Added Create for new products so created a Webpage for Creating new CN Product.

In Create Webpage, Invoice No. Lookup working fine but Invoice Product is displaying "There are no records to display".

Entity Permission is also given but still not working,

Please suggest

Thanks in Advance:

Preeti

I have the same question (0)
  • kojisaiki Profile Picture
    on at
    RE: Invoice Product Lookup not showing Data in Portal

    For help, I would like to see the portal and the web page form definition.

    However if the portal has privacy data, I recommend to get support from Microsoft.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 247

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 166 Super User 2025 Season 2

#3
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 164

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans