Disable a section on profile form on Dynamics 365 portal dynamically

At the moment I’am setting up a community portal, where it is planned that the users can register themselves.

The portal users should also be able to enter their company name.
To do this, I use the field “adx_organizationname” provided by the portal because with an account lookup everyone could see our customers. The backoffice then checks whether this contact is related to an existing company or a new one. As soon as the contact is then connected to an account record, the organization name should no longer be changeable by the portal user.

What not worked

  • Javscript on CRM form.
  • Business Rule on CRM form (because it is Javascript).
  • Add the field twice to the form to have one editable and one readonly and hide the the not applicable with jQuery in the portal.
    The same fiels two times on the profile form let the portal crash.
  • Make the field readonly on the CRM form and enable it in the portal with jQuery did not save the data back to CRM.

Solution

I have created a separate section for the company-related fields

Disable a section on profile form on Dynamics 365 portal

and make it readonly when parentcustomer is not empty.

Disable a section on profile form on Dynamics 365 portal

This creates following tag in the HTML structur.

Disable a section on profile form on Dynamics 365 portal

The result looks like this.

Disable a section on profile form on Dynamics 365 portal

Oh wait, happy times, Dynamics portals has arrived my blog for the firtst time!