Create and expose portal content easily in Dynamics 365 Portals using Portal Management feature

The true potential of a portal is realized only when we expose the Dynamics 365 content on the portals. However as we all know, to expose the content end-end, we need to create the following

  • Entity List
  • Entity Form
  • Web  Page for exposing both the entity list and the entity form
  • Separate entity forms for create and update.

Well things like this are really easy for anybody who are hands on in the portal development. However they take some time to spin up. And specially when you have some entities to set-up in one go.

Well no more worries. The new version of portals comes with the Portal Management editor that helps you do all these within minutes.

Open your CRM and go to Portals –> Administration –> Portal Management

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Next click on “Create Portal Content”. Page like the one below would pop-up initially.

image

Make the “Display organization entity in the portal” to Yes.

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The rest is very simple. You get to select as many views as you want just like you get when you configure an entity list. In the below screenshot i have put “Allow Record Creation” to Yes as well.

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That’s all. Now all we need to do is expose the “cases” page in the navigation.And then you see something like this.

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As you can see, the Create button is there and the Case title is clickable so that it redirects you to the case detail form.

Hope this helps!

Debajit Dutta
(Dynamics MVP)
For consultation/ training visit
http://www.xrmforyou.com or reach out to us at info@xrmforyou.com

Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 12 years of experience in Microsoft .NET Technologies and 9 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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