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Customer Portal and CRM365 online

  • 1.  Customer Portal and CRM365 online

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Hello
    I have CRM365 9.01 online, and Customer Portal connected to it.
    I need to add a new button to the footer of the home page . Any help ?

    Thanks

    ------------------------------
    Mohamad Idlepi
    CRM Development Manager
    Cineplex Inc.
    Toronto ON
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    Conference-CRMUG_200x200


  • 2.  RE: Customer Portal and CRM365 online

    Posted 15 days ago
    @Mohamad Idlepi ~ I recently had to add a button.  I found the following dicussion that helped me.

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/316729/d365-portal---add-button-to-open-web-page-like-modal

    Thank you

    ------------------------------
    Cathy Pritchard
    Architectural Promotions Specialist
    Winco Window Company
    St. Louis MO
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    Conference-CRMUG_200x200


  • 3.  RE: Customer Portal and CRM365 online

    TOP CONTRIBUTOR
    Posted 15 days ago
    You will have to modify the markup in the Footer web template to do this.  Navigate to Portals, Web Templates and find the record for Footer.  You'll have to put any HTML markup for the button, along with the JS to execute when the button is clicked.

    Note:  I HIGHLY RECOMMEND that you make a backup of the existing footer code/markup text before making any changes.  Just copy/paste it to notepad or your favorite text editor and save it somewhere.  There is no rolling back if you mess it up.  :-)

    Good luck!

    ------------------------------
    Chris Harrington
    Solutions Architect
    PowerObjects, an HCL Company
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    Conference-CRMUG_200x200


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