Dynamics 365 Portals, Uncategorized

Dynamics 365 Portals. Dynamic Entity form shared fields issue.

We were working on the implementation of the dynamic portal Enquiry form, where form tabs and sections get displayed based on the trigger field value.

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First, we tried to share some fields among multiple tabs. This approach is supported in CRM but portal doesn’t like it, apparently.

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So we were getting the error on the portal. Like this.

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After some thinking, we came up with the strategy. We combined all the common fields into one top section – one tab in CRM. We left Description and Notes as the common section at the very bottom of the form. Then we had to create some new fields to replace those we couldn’t share.

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Still planning to create the ticket with Microsoft support about this issue.

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