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How to Update record from entity list in Dynamics 365 Portal

By Hani Dixit on 1/26/2021

In this blog, we will tell you How to update the record from the entity list in Dynamics 365 Portal.

Step 1: To Update the record, firstly create the Entity forms. Go to Portal and Click Entity Forms.

Step 2: Create a new Entity Forms record.

Name:- Give the Entity forms name.
Entity Name:- Select the Entity Name.
Form Name:- Select the Form Name.
Tab Name:- Select the tab.
Mode:- Mode must be Edit.
Record Source type:- Here, you have to select the Query string.
Website:- Now you choose the website for which you are working.

Step 3: Go to Portal and Select Entity List in MS Dynamic CRM.

Step 4: Open the entity list record for which you want to update the record. Here I have an Entity list whose name is " Receipts list" (it Show the list of Receipt’s record).

Step 5: Now go to the Grid configuration section of the record. Click on +Edit and fill the Information.

Target Type:- Choose it's value Entity Form.
Entity Form:- Now Select the entity form that you created in Step-2.
Button Label:- Give Button Label.

Step 7: Now check the Enable Entity Permissions. Now check the Enable Entity Permissions. If it is not checked, click on the checkbox because without enabling it, you cannot update the record in this way.

Step 8: Now go to Portal and Click Entity Permission.

Step 9: Create new entity permission. If you have already created the Entity permission for this Entity, open this unit permission otherwise, create a new one.
Step 10: Give proper privileges. And to update the record, write and read privileges and then save the record.

Step 11: After saving the record. You scroll down the record and check the web role. If there is not already a Web role for this record, then add the Authenticate User Web role.

And final step Refresh your Portal and check......

 

 


MS CRM 2013
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