{"id":13753,"date":"2018-12-26T12:00:04","date_gmt":"2018-12-26T12:00:04","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=13753"},"modified":"2021-12-15T16:18:51","modified_gmt":"2021-12-15T10:48:51","slug":"how-to-make-optional-fields-as-mandatory-fields-in-dynamics-365-portal","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/12\/how-to-make-optional-fields-as-mandatory-fields-in-dynamics-365-portal\/","title":{"rendered":"How to Make Optional Fields as Mandatory Fields in Dynamics 365 Portal"},"content":{"rendered":"

Introduction:<\/strong><\/p>\n

Dynamics 365 Portals helps people to access CRM data outside CRM environment and that too at times with people accessing portal may not have login privileges to CRM. So there can be scenarios where in CRM, admin level users can create contacts in CRM and give those contacts just access to portal. So it\u2019s understandable that admin users may not have many details of contacts like for example Bank Details, to whom portal access needs to be given, at the time of creation of contacts. But in such situation, we can configure portal in such a way that when a contact log in to the portal, he\/she can be prompted to fill the details like Bank details which may be required further for business.<\/p>\n

Recently we had such a client requirement, where the client wanted to create contacts, to let those created contacts access their portals, with minimum information available to admin users. But the client wanted the contacts (portal users) to fill in their bank details as a required process from portal. i.e In CRM, admin users won\u2019t fill Bank details at time of portal contacts creation. But once those contacts sign into portal, they were explicitly made to fill Bank details as a mandatory business process.<\/p>\n

i.e\u00a0 \u00a0In technical terms, CRM Admin users must be able to create portal contacts in CRM without filling bank details (as those fields will be optional in CRM) and portal users must be made to fill in all the bank details when they visit the page containing bank information on portal which can be achieved by making those optional bank related fields of CRM as mandatory fields in portal. So by doing some portal configurations explained below we were able to achieve the same.<\/p>\n

So as an example we have a created sample contact form in our trial environment. Below screenshot is the sample contact form visible in CRM which we will be using in the entity form used in the sample web page say \u201cBank Details\u201d to be displayed on our sample portal. As seen in the screenshot below, the highlighted fields are optional fields in CRM.<\/p>\n

\"How<\/p>\n

Now we will create an entity form \u201cBank Details\u201d where we will display the tab \u201cBank Details\u201d of the above sample contact form. This entity form will be displayed on portal on the sample web page \u201cBank\u00a0 Details\u201d as seen below.<\/p>\n

\"How<\/p>\n

Currently in the portal too, the fields in bank details are optional as seen in the contact form in CRM.<\/p>\n

Now do the following steps on entity form for each field you want to make mandatory for portal.<\/p>\n