Session 3: How to Render the CRM Form in Dynamics 365 CRM Portals
Steps to enabling the lead creation from the CRM Portals.
1. Navigate to Lead entity from customizations and forms.
2. Create a new form and give the name as "Portal Lead Form".
3. We can render the above CRM form in Portals in 2 ways.
- Entity Form
- Web Form.
4. Navigate to EntityForm entity under portal area.
5. Create a new entityform and select the entity and crm form which you want to render in Portal.
6. Navigate the Web page entity under Portal area and Create record with partial url, select the entity form