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Archive for February 16, 2019

Dynamics Portals – Entity List ‘Map View’

February 16, 2019 4 comments

Dynamics Portal’s Entity List has an option to pin the records on a Map based on the Address of those records.

How does ‘Map View’ looks on Portal:

  •  With ‘Map View’ enabled, you will get a Map (bing/google) and matching records will be pinned on the map (i.e., Refer 1 pinned on the Map below).

Portal_Map_1

How to set up ‘Map View’:

  • On the ‘Entity List’ form, check the ‘Map Enabled’ checkbox.
  • In ‘Entity Field Mappings’, map the address fields from ‘Contact’ entity (As my entity list mapped to Contact).

Portal_Map_3

  • Under ‘Settings’ section, provide below details
    • Map Type : Bing/Google (I chose ‘Bing’ for this article)
    • Credentials : Bing API credentials (You need to login here with your Live/Outlook account and generate the Key)
    • Portal_Map_5
    • Default Center Latitude : This is important. Geo coordinates where you want your map start from (I took ‘New Jersey’ coordinates as Default)
    • Default Center Longitude : This is important. Geo coordinates where you want your map start from (I took ‘New Jersey’ coordinates as Default)
    • Save
  • On Portal, you will notice a Map loaded with ‘Default Center Latitude’ and ‘Default Center Longitude’ (i.e., ‘New Jersey’ in this example).

Portal_Map_6

  • In the ‘Address’ search box, provide ‘New York’ and click ‘Search’.

Portal_Map_1

  • As I configured Contact ‘Rajeev Pentyala’ with ‘New York’ coordinates (Refer screen below), Contact showed up in above screen.

Portal_Map_4

  • You can click on ‘Get Directions’ to get directions between Searched city (i.e., ‘New York’) and Default coordinates (i.e., New Jersey).

Portal_Map_2

🙂

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Dynamics Portals – Portal Checker

February 16, 2019 Leave a comment

‘Portal Checker’ has been added as part of Portal capabilities version 9.1.1 for Dynamics 365 CE apps.

Portal checker for Dynamics 365 for CE Portal is a self-service diagnostic tool that can be used by Portal administrators to identify common issues in their portal.

Portal_Checker_1

  • In the Portal administration screen, click on ‘Diagnose and resolve problems’

Portal_Checker

Portal checker helps to identify issues with your portal by looking at various configuration parameters and provides suggestions on how to fix them.

Refer this article for more details

🙂

 

Dynamics Portal – Configurations packaging and migrating to different instances

February 16, 2019 Leave a comment

In Dynamics CE, to move Customizations and Configurations from one instance to another, we rely on Solutions.

How about migrating Dynamics Portal configurations from one instance to other?

  • As we know, Dynamics Portal development involves several configurations and Customizations to achieve a desired experience for portal end users.
  • To migrate Portal configurations from the source Dynamics CE instance, and then importing it into the target Dynamics CE instance, you would need to use the Configuration Migration tool and a portal-specific configuration schema file.

Portal_ConfigurationMigration

Refer this article for detailed explanation.

🙂

Dynamics Portals – Entity List not rendering on Web Page

February 16, 2019 Leave a comment

Other day I faced a strange issue in my Portals, where my Entity list NOT rendering on the Web Page. The story goes as below.

  • I have an Entity List ‘Contact’ with 2 views configured.

Portal_WP_2

  • Created a ‘Web Page’ and set the ‘Entity List’ to ‘Contacts’ and ‘Published State’ set to ‘Published’

Portal_WP_1

  • Go to Portal and refresh the Web Page but there is no trace of ‘Entity List’

Portal_WP_3

  • Initially I suspected Cache Issue, hence I reopened and cleared the Cache but still no luck.

Portal_WP_4

Fix:

  • Portal’s ‘Content Editor’ came to my rescue.
  • On the Portal, navigate to the ‘Web Form’ and click on ‘Edit’ from ‘Content Editor’ menu.

Portal_WP_5

  • In the ‘Edit Contact List’ screen, set the ‘Entity List’ to the ‘Contacts’ entity list and Save.

Portal_WP_6

  • That’s solved the issue and I could see the ‘Contacts’ entity list rendered on the ‘Web Page’

Portal_WP_7

Note:

  • I don’t have reason or explanation what caused this behavior. Alternately you can try Restart the portal if you have O365 ‘Admin Center’ access.

🙂

Dynamics Portals – Entity List – Configure custom view names

February 16, 2019 Leave a comment

With the Dynamics Portals ‘Entity List’, its easy and seamless to port the Dynamics entity views to Portal.

In below screen, I configured ‘Active Contacts’ and ‘Inactive Contacts’ views in my Entity List and if you notice, the view names are defaulted to Dynamics view names (i.e.,Active Contacts, Inactive Contacts)

Portal_EL_1

What if we have to show custom labels for views in portal? its simple

  • Open ‘Entity List’ form from your Dynamics application
  • Views -> Advance settings
  • Set your desired text in ‘Display Name’ field

Portal_EL_2

  • Save
  • Go to Portal and refresh the Entity list web page

Portal_EL_3

🙂