Recently while working on the Dynamics Portal I came across a peculiar error:
I couldn’t find any information on the Internet to resolve this error until I started playing around with this Dynamics and the Portal myself. It’s quite a simple error to resolve, but you need to go through a sequence of steps.
Step 1: Check Entity Permissions
The first thing to check is your Entity Forms in Dynamics. Do you have Enable Entity Permissions?
If this is enabled, the next thing to check is Entity Permissions to ensure that the correct access levels are applied to the Entity Forms.
Step 2: Check Entity Permissions
The Entity Form I am mainly concerned about is the Incident Form. I’ve made sure to enable the Create permissions for the Incident form.
If you’re still receiving errors, move to Step 3.
Step 3: Manually create a record in Dynamics
If you’re still receiving the error the next thing to do is create a record in Dynamics (not the portal) using the same Entity form. This is the same Entity form you specified in the Entity Form settings:
In this instance, my form is named: Web Form.
In trying to create a new record from inside Dynamics; I get the following error:
On clicking the show technical details, the error reveals where the problem is.
The case is missing customer.
A quick form edit reveals the form dependencies:
It is now apparent that there is a field called Customer, that is set to Business Required. When a Portal user tries to submit a record through the Portal, the Customer lookup details are missing – at this point, the platform throws an error.
To correct the issue; go into the Entity Form record, under section Associate Current Portal User on Insert, update the details as required:
Once the steps are complete, you should be able to submit a record from the Portal without any errors.
Microsoft, please provide some friendly and helpful error messages.