Can CRM Entities be Enabled from Entity Configuration without Authenticating the CRM?

No, you cannot enable the entities from Entity Configuration without authenticating the CRM. For enabling any entity, you need to successfully authenticate the CRM first.  Here is the procedure for the Entity Configuration in the Portal:

  • Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration.
  • Navigate to the Portal User Management ➤ Entity Configuration, you will land on the “Entity Configurations” page. You will get the list of the CRM Entities that are related to contact and account from where you can drag and drop any entity to enable the entity for the Portal.

After selecting the entities click on the “Save” button to enable the entities for the Portal.

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