Category Archives: CRM Portal

How to edit related entity in CRM Portal web form step

In CRM Portal, different web form steps of a web form can operate on different entities. Imagine you have an Enrolment web form that allows students to enrol in courses. The first step of this form might capture student details … Continue reading

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Loading entity form dynamically from JavaScript in CRM Portal

This has been tested on xRM Portal CE only. There may be times where you need to load and display an entity form by JavaScript in CRM Portal. For example, you may have a content page with a link that … Continue reading

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Get current entity logical name and record ID in CRM Portal forms using JavaScript

Use the following JavaScript to retrieve the current entity logical name and record ID in CRM Portal forms: For Entity Form: Entity logical name: $(“#EntityFormControl_EntityFormView_EntityName”).val() Record ID: $(“#EntityFormControl_EntityFormView_EntityID”).val() For Web Form Step: Entity logical name: $(“#EntityFormView_EntityName”).val() Record ID: $(“#EntityFormView_EntityID”).val() Tested on xRM … Continue reading

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Leveraging built-in services in CRM Portal

On a recent project we decided to build a custom entity list using jQuery DataTables as the OOTB entity list did not meet our requirements. As part of this we needed to build a delete list item functionality that should … Continue reading

Posted in Adxstudio, CRM, CRM Portal | 2 Comments

Querying many-to-many relationship in CRM Portal using JavaScript

How do you programmatically query an N:N relationship in CRM Portal using JavaScript without developing additional services? You can do this with FetchXml and Liquid, and a small hack. Here is a good walkthrough of using FetchXml in Liquid to … Continue reading

Posted in Adxstudio, CRM, CRM Portal | 1 Comment

Reduce code duplication between Insert/Edit forms in CRM Portal with CRMQuickDeploy

CRM Portal is an interesting product, in a good way. One thing it doesn’t do very well however, is that a single Entity Form (or Web Form) cannot be used to handle both inserting and editing records for an entity. … Continue reading

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Fixing issues with migrating Adxstudio/CRM Portal v8 using Configuration Migration tool

The Configuration Migration tool does a pretty good job at migrating Adxstudio/CRM Portal configuration in v7. There are some changes in Portal v8 however that are causing issues with this tool. This is true at least in the case for OnPrem … Continue reading

Posted in CRM, CRM Portal | 4 Comments