Now Reading: Configuring CRM Form inside The Portal Connector for Dynamics CRM / Dynamics 365 – Nishant Rana’s Weblog
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Configuring CRM Form inside The Portal Connector for Dynamics CRM / Dynamics 365 – Nishant Rana’s Weblog
Configuring CRM Form inside The Portal Connector for Dynamics CRM / Dynamics 365 – Nishant Rana’s Weblog
The Portal Connector makes it easy to quickly setup a portal that interacts with CRM.
Here let us look at a simple example of setting up Lead form in Insert Mode, which creates lead record in CRM.
Open the Dashboard
Go to CRM Entities and click on Create a CRM Entity.
Here we are creating Lead entity.
Once our lead is setup, we’d create the form.
Go to Contents – Forms.
Click on Create a form.
Inside form, first go to Layout and select TPC Form Layout.
Then go to Content tab, and…
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Configuring CRM Form inside The Portal Connector for Dynamics CRM / Dynamics 365 – Nishant Rana’s Weblog
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