Tag: Portal

Dynamics 365 Customer Engagement Portals Source Code

After taking over ADX Portal Microsoft stopped selling it for on-premise version of Dynamics CRM and only licensed Online version of Microsoft Portals. With this move many of the new Dynamics 365/CRM projects which required a portal on top of Dynamics 365/CRM backend had no possible alternative available in market.

Few months back Microsoft announced that there will be a one time drop of source code for Microsoft Portals which would be available for clients/SI looking for a on premise version to use in their projects.

After a long wait yesterday Microsoft released opensource version of Dynamics 365 Portal.

Download Link: https://www.microsoft.com/en-us/download/details.aspx?id=55789 

What is provided in the download:

  • Source code
    • Source code for ADX Studio Framework
    • Source code for Microsoft Portal Framework
    • Source Code for sample portal
  • Dynamics 365 Solutions and Deployer Packages for
    • Community Portal
    • Customer Portal
    • ESS Portal
    • Partner Portal
    • Partner Project Service
    • Partner Field Service
    • Starter Portal
  • Installation Guide

 

Key points to note are:

  • This is one time source code drop and there won’t be any future releases.
  • There is no support provided by Microsoft for this.
  • If you choose to use this in a project, with any future changes in Dynamics CRM API calls you will have to upgrade it yourself.

 

Using Entity List as oData Feed: Dynamics 365 Portal

In Dynamics 365 portals we have “Entity Lists” which can be used to display system view on Portal UI as grids/tables.

Other than above usage entity lists also provide flexibility to expose data as oData web services.

To setup oData scroll down on entity list record to “OData Feed” tab and enter the values of entity type name, entity set name and View.

Based on above configuration system will generate oData URL as https://<portalurl>/_odata/entity_set_name

To fetch the data from above oData service

  • Generate the oData URL.
  • Call oData service and get response.
  • Loop through the response to get the data.

 

 

In above code we are passing the account guid to oData as filter and getting list of active contacts tagged to that accounr.

oData service from entity list provide us with various query options like :

  • $filter –> to filter the results based on condition.
  • $orderby –> to sort the results
  • $top –> to get top n results
  • $skip –> to skip top n results.
  • $inlinecount –> to get count of records in the response.
  • $format –> to define the response type, options can be atom, json, jsonverbose.

You don’t have the appropriate permissions. Dynamics 365 Portal

Post upgrade Dynamics 365 Portal we were getting following error during inserting/updating record from portal. 

“You don’t have the appropriate permissions.”

To fix this go to “Entity Permission” and make sure that all permission records which have “Create” and “Update” permissions checked also also have “Append” and “Append To” permission checked.

 

Refer to Microsoft support block highlighting this issue.

https://support.microsoft.com/en-sg/help/4020181/portal-entity-permission-enhancement-requires-record-modifications

Renaming Attributes on Entity Form: Dynamics 365 Portal

While working on Microsoft Dynamics 365 Portal one of the requirement we had was to rename certain fields on Portal so that those are more self explanatory to portal users.

 

To do that for entity form,

  • Go to Entity form Record.
  • Scroll down to “Entity Form Metadata” sub-grid.
Dynamics 365 Entity Form
  • Create a new entity form metadata record of type Attribute and Select the Attribute.
  • Update Label field to display the relevant label on the form.
Dynamics 365 Attribute Metadata

 

To update label in entity list,

  • Go to entity list record,
  • Scroll down to “Options” tab and “Grid Configuration” section.
  • In “Override Column Attributes” select “Attribute”, key in “Display Name”, put column width in pixel (percentage was not working for me).
Dynamics 365 entity list