Tuesday, December 4, 2018

Web Forms & Web Form Steps in Dynamic 365 Portal


I have prepared a short video tutorial to explain how to implement web form and web form steps in Dynamic 365 portal.

Business Scenario:
An email invite would be sent to customer to participate in training events. A customer can click on the email invite link and that will open up Dynamic portal web page, which have series of steps for customer to self-register.

There are few conditions in the registration process and we are trying to capture the user input and the next step is decided based on the user input.

CRM Technical : Web Form and Web Form Steps

A web page is the portal page which would be treated as a container and will render our web form components within it.
A web page can have only one web form component and within web form component, we can have multiple web form steps.



These web form steps can be of different types such as Load, redirect, conditional, load tab and user control.



Tutorial Link





Thanks.
Vipin Jaiswal
Vipinjaiswal12@gmail.com

1 comment:

Menon said...

hi Vipin,

Nice article about Dynamics Portal.
I am following your youtube and creating steps in webform.
When i reach the last step, which redirects to web page registration complete. I get an error
hi Vipin,

I am following your youtube and creating steps in webform.
When i reach the last step, which redirects to web page registration complete. I get an error
"You do not have permission to perform Deactivate action on adx_webformsession entity.Reference IDs: none:

I understand adx_webformsession is being modified statecode =1 and statuscode=2, but somehow, it fails due to permission.

Am i missing any entity permissions. Can you please help out.

Thanks,
Madhu