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Archive for the ‘CRM’ Category

Dynamics Portals – Entity List – Integration using OData feed

February 17, 2019 Leave a comment

With Dynamics Portal’s Entity list ‘OData Feed’ option, we can expose the data in the form OData API, which can be further consumed by external applications.

Lets take a scenario,

  • You have a public facing Dynamics Portal where people gets registered, which get stored as ‘Contacts’ in Dynamics CE instance.
  • You need to share all the ‘Active Contacts’ to your back end team which uses an Excel sheet to manage data.

It can be achieved by enabling OData feed on Entity List by following below steps:

  • Open your Entity List and go tot ‘OData Feed’ section. (Refer my previous articles on how to create an Entity List)
  • Enable the ‘OData Feed’ option along with below details
    • Entity Type Name : Your Dynamics entity schema name
    • Entity Set Name : Can be anything but as a best practice provide plural name of your Dynamics entity.
    • View : Select the view.  The structure of your OData feed would be determined based on the view you pick.

Portal_OData_7

  • Once the ‘OData Feed’ enabled, you can get all the oData feeds enabled on Portals by forming URL -> {Your Portal URL}+”/_odata

Portal_OData_8

  • Now access the ‘Contacts’ oData feed by forming URL -> {Your Portal URL}+”/_odata“+Entity Set Name (i.e., contacts)

Portal_OData_9.PNG

How to consume the oData API in Excel:

  • Copy the OData set URL
  • In the new Excel sheet, go to Data -> Get Data -> From Other Sources -> From OData Feed

Portal_OData_1

  • Paste the OData URL and click ‘OK’

Portal_OData_2

  • Click ‘Load’ to load the data to excel sheet.

Portal_OData_5

  • If you want to Transform data like replace ‘Null’, click on ‘Transform Data’

Portal_OData_4

  • Your excel sheet shall looks as below once the data loads.

Portal_OData_6

Note:

  • The OData API URL is accessible anonymously with no authentication prompted.

🙂

 

 

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Dynamics Portals – Entity List ‘Map View’

February 16, 2019 Leave a comment

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

🙂

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

🙂