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Showing List of Records from CRM Entity

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2 posts, 1 answered
  1. szohbi
    szohbi avatar
    2 posts
    Registered:
    07 Jun 2017
    11 Aug 2017
    Link to this post
    I need to create a page that contain records from an entity in the crm, in addition i need to make a filter makes the logged user see his data only.
    (Note:logged user is Contacts in crm)

    please advise if the above is possible
  2. Sonam Joshi
    Sonam Joshi avatar
    29 posts
    Registered:
    20 Mar 2017
    Answered
    30 Oct 2017
    Link to this post
    You can use grid widget on page to display list of records for any entity from CRM.
    To apply filter on the grid based on logged in contact Id, you can refer to the following documentation.

    How to Filter Records
    http://www.crmportalconnector.com/developer-network/documentation/how-tos/forms-based/using-the-filters-tab
    Last modified on 30 Oct 2017 18:10 by Sonam Joshi
2 posts, 1 answered