Step-By-Step guide to retrieve data from Dynamics CRM to CRM Portals using ODATA feed

[Note]: If you have landed on this page directly from a google search or through an external link then i recommend to have a look at this Blog Post

This should be straight forward, not as difficult as the Liquid Template which we discussed earlier. Data retrieving using OData feed can be implemented just by customization and no coding is required. Below are the steps to retrieve CRM Data into Portals using OData feed

• Identify the 'Entity' and corresponding 'View' in CRM which is to be exposed on to Portal.
• Prepare 'Entity List' in in 'CRM > Portals'
• Enable OData Feed on Entity List
• Access the OData feed in CRM Portals

Use Case/Scenario: We will try to fetch all appointments available in CRM on to Portal

Step 1: Identify Entity and View

Based on the current use case, below is the entity and view information.

Entity Name: Appointment

View Name: All Appointments

Step 2: Prepare Entity List 

1. Go To: Portals > 'Entity List' > New

2. Provide below details

• Name: Provide a name for your Entity List
• Entity Name: Select the entity to be exposed over OData Feed; in this use case i will be selecting Appointment entity.
• Website: Select the portal instance where you would like to consume this data.
• View: Select the identified view in Step 1.
• Save the Entity List
  
  

Step 3: Enable OData Feed

In the above Entity List, perform below steps

1. Go to section: OData Feed

2. Provide below details

• Enabled: True [By enabling this checkbox, odata feed is exposed for this entity] 
• Entity Type Name: In this use case it is 'Appointment'
• Entity Set Name: Enter your desired name for entity set, using this you will access the data from portal. I have provided as 'AppointmentSet'
• View: Select the required view to expose on portal.
• Save and Close the Entity List
  

You are almost done. Launch your portal and check the OData feed, you should have your data right there.

To check the OData Feed below is the format:

Url: https://<<Portal Instance>>.microsoftcrmportals.com/_odata/<<Entity Set Name from Step 4>>

Here it is from my portal instance