Hi there
Hopefully a quick one and more of a "how would you advise..." than an issue.
Just starting to work on the Dynamics CRM 365 portal atm and we have Profile working no problem and we can add the fields needed, etc. in the portal form on the entity but I'm wondering how others have shown Account (we've renamed this entity Business) so that the logged in user can create an Account if they are not associated to one and if one does exist then they can edit it (if they have access to do so).
I've seen similar to this all within the Profile page area (there was a button for Account I seem to recall) when this was all ADX but this feels like a lifetime ago no lol.
If that's not how it should be done then should it be a case of completing the Account info (or updating it) and then there is an entity list of Account (Business) and you can select/create from there? Is there anywhere I can read up on this as I've done a few searches and can't seem to see anything about this?
On a related note, we have another entity connected to Business (like Opportunity) and I'm wanting the logged in user to have access to this - create a record or edit it, etc. in the same way.
So essentially they will have Profile > Account (Business) > Opportunity and in order to access the next step they'd need to complete the section (entity) before it - I think it might be best to use redirect on submits and then they are asked a question on a page like "do you wish to create..." or something like that but if anyone has any suggestions then I'm happy to hear them.
Hope that makes sense.
Cheers
Steven