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  • March 2018

Blogs March 2018

  1. Creating a Portal Web Form

    Aric Levin – Mon, 26 Mar 2018 03:17:00 GMT – 0

    Microsoft Dynamics 365 Online comes with a Portal license which allows users to easily create forms that will capture user input and have that data populate the records of their different Dynamics CRM entities. In many community posts, I still see requests of how this process is done. In the following article I will demonstrate the step to create a web form in CRM and publish that form to the portal on the web site.

    Continue reading...

    • Dynamics 365
    • Dynamics CRM
  2. Creating Web Resource with a Lookup Control

    Aric Levin – Sun, 11 Mar 2018 05:45:00 GMT – 0

    A few years ago we had some requirements where we needed to pop up an html web resource where users could select a value from a related entity (in a manner similar to a lookup control). We originally developed this as a regular drop down and retrieving the values using Rest messages, but later on decided to change this and have the user click on a "lookup" style control inside the web resource to get this working.

    Continue reading...

    • Dynamics 365
    • Dynamics CRM
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