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Hello Community,
I would appreciate if anyone could help me with my following questions:
I have created a custom Power Apps Portal and connected it to a Dynamics 365 instance. On the portal, I have a page which shows my contact records, pulling the data from the "My Contact View" in Dynamics 365. The contact record is associated to the account via an account lookup on the contact form. My question is: is it possible to set up the portal page so that if I select a contact record to edit from the My Contacts portal page (which displays the my contact view from Dynamics), it will either pop up a form or take me to another page to edit the "Account" record instead? So basically, I don't want to edit the contact from the My Contact view on the portal view. Instead, I would like to be able to select a contact record from the My Contact view on the portal, but to view and edit its associated Account record instead.
Is the above possible?
Thank you!
you can only reference an entity form for an entity list that relates to same record type
I see two ways of achieving your requirement
1 - having your Account entity form in a dedicated Web Page, but this would be adding the wrong ID to the query string, so you need an additional JavaScript code to loop through your Entity List and change the URL dynamically
2 - have your My Contacts View actually be looking at Accounts instead of Contacts, in D365 you can display parent attributes in a child entity view
pros - no code needed
cons - you can't navigate two levels, so if you are currently displaying contact parent's data, you won't be able to do it anymore, as now the contact will be your parent and account the main data.. you might also lose the ability to sort on your view for the Contact attributes
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