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Archive for the ‘Dynamics Portals’ Category

Dynamics Portal – ‘No list could be found with the relative URL’ Error – Fix

November 13, 2018 Leave a comment

Recently I was working on Dynamics Portals and SharePoint integration and while uploading the document from ‘Case’ entity, I was getting below error

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Reason:

  • ‘Document Management’ was not enabled for ‘Case’ entity.

Fix:

  • Make sure ‘Document Management’ is enabled for ‘Case’ entity
    • Connect to Dynamics 365 Application
    • Open Settings -> Customizations -> Customize the System
    • Select ‘Case’ Entity and make sure ‘Document Management’ is checked.

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  • Go to Settings -> Document Management Settings
  • In the ‘Select entities’ grid, make sure ‘Case’ entity is selected.

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  • Click ‘Next’ and ‘Select folder structure’

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  • Click ‘Next’ to complete the set up

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  • Try uploading the document from Portal and should be able to upload the document.

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  • Try restarting the Portal if you still getting the exception.

🙂

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[Step By Step] Dynamics Portals – SharePoint Integration

November 13, 2018 1 comment

In this article I am going to walk you through the step by step process to integrate Dynamics Portal with SharePoint.

Why we need to integrate Portal with SharePoint?

  • To answer the question, lets take a scenario, A company has an Employee Health portal where employees upload their Medical Bills and diagnostic reports to reimburse the money incurred due to hospitalization. On the other side Companies admin team access the documents either from D365 application or SharePoint portal to validate and release the money.
  • If the documents get uploaded to SharePoint through the Portal, with the robust SharePoint document management features, the documents can be edited, versioned and accessed anywhere online just from a browser.

Now lets see the steps to integrate portals with SharePoint.

Pre-requisites:

  • Dynamics 365 subscription (Get 30 days trail)
  • SharePoint Site
  • Dynamics Portal

Configure SharePoint Site:

  • Once you have your Dynamics 365 subscription, login to your Office 365
  • Click on ‘SharePoint’ link to connect to SharePoint Portal

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  • Next step is to create a new ‘Site’

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  • Click on ‘Create Site’ and fill the details to complete Site creation.
  • Copy the URL which you would need in next steps.
    • I created a new site with name ‘D365’

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Configure SharePoint Site in D365 Application:

After creation of SharePoint Site in previous section, now we need to add this details in D365

  • Open your Dynamics Application
  • Go to Settings -> Document Management Settings
  • In the ‘Document Management Settings’ window, paste the SharePoint Site URL copied in previous section in ‘SharePoint Site:‘ text box.

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  • In the ‘Select entities’ grid, select the entities you would like to add Documents from your portal.
    • I selected ‘Case’ entity as I am using in this article
  • Click ‘Next’ and ‘Select folder structure’

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  • Click ‘Next’ to complete the set up.

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  • Click on ‘Set up SharePoint integration’ -> Enable SharePoint integration

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  • Provide credentials and complete the set up

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Configure ‘Case’ entity portal form and Entity Permissions:

To be able to upload documents from Portal, we need to add a sub-grid on Case form.

  • Connect to Dynamics 365 Application
  • Open Settings -> Customizations -> Customize the System
  • Select ‘Case’ Entity and make sure ‘Document Management’ is checked.

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  • Open ‘Case -> Forms -> Web-Edit Case‘ form
    • Note: As I am going to upload documents from existing Case in Portal, I chosen ‘Web-Edit Case’ form. Chose your from as per the requirement.

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  • Add a new sub-grid with below details.
    • Entity – Document Locations

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  • Save and Publish.

Lets grant ‘Entity Permissions’ to ‘Sharepointdocumentlocation’ entity whoever having access to ‘Case’ entity.

  • Navigate ‘Portals -> Entity Permissions’
  • As I am planning to upload documents from ‘Case’ entity, I am selecting ‘Customer Service – Cases where contact is customer‘ entity permission.

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  • Add a new ‘Child Entity Permission’ on ‘Sharepointdocumentlocation’ entity and grant below privileges.

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  • Save and Close.

How to upload the documents from Portal:

Once you made all the configurations, we are all set to upload the documents.

  • Connect to your portal
  • Create a new Case or open an existing Case

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  • Navigate to the ‘Document Location’ sub-grid and click ‘Add Files’

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  • Upload the document
  • You should see the uploaded document in the sub-grid.

🙂

 

 

 

 

Dynamics Portals – Restricting portal access by IP address

October 26, 2018 Leave a comment

The Dynamics 365 Portal is public when provisioned and accessible by anyone from any computer. Now we can restrict access to the portal from a list of IP addresses using ‘Set up IP address restriction’ page from your Portal Administration screen.

How it works:

  • To allow access to a portal from an IP address or a set of IP addresses, you can add the ‘Public’ IP addresses to the list. This allows the portal to be accessed only from the list of added IP addresses. If no IP address added, the portal will be accessible from all IP addresses.
  • When a request to the portal is generated from any user, their IP address is evaluated against the allow list. If the IP address is not on the list, the portal displays a web page with an HTTP 403 status code.
  • Only Public IP addresses are allowed and  Private IP address can’t be accessed by the portal.
  • If you try to access the portal from any other IP addresses, access will be denied and a web page with an HTTP 403 status code is displayed.

Steps to Add/Remove IP Addresses:

  • Login to your Dynamics 365 Administration Center
    • You must be having a Office 365 Global Administrator/ Dynamics 365 Service Administrator
  • Select your Instance and go to ‘Applications’ tab.
  • Select the ‘Portal Add-on’ from the ‘Applications’ list and click ‘Manage’

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  • From the Portal Administration screen, select ‘Set up IP address restriction’

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  • Click on + to add new IP address

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  • To remove the IP address, use X from the grid.

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🙂

Dynamics 365 Portal – October ’18 release – What’s new

September 3, 2018 Leave a comment

With October 2018 release, Dynamics Portals coming up with below features:

Embed Power BI visualizations:

  • Administrators will be able to configure and enable Power BI for a portal.
  • This will require an appropriate Power BI license.
  • Customizer’s can use liquid code to embed Power BI dashboards and reports within pages.

Restrict portal access by IP address:

  • This feature would allow administrators to define a list of IP addresses that are allowed to access your portal.
  • When a request to the portal is generated from any user, their IP address is evaluated against the allow list. If the IP address is not in the list, the portal replies with an HTTP 403 status code.

Manage SharePoint documents:

  • This feature extends document management capabilities of Dynamics 365 applications to portals.
  • SharePoint Online document libraries configured with entities in Dynamics 365 can be surfaced via portal entity and web forms.
  • This allows portal users to perform the following actions:
    • Add documents
    • View and download documents
    • Delete document
    • Create folder

Simplified customization

  • An intuitive experience abstracts data model complexities, lowers the learning curve for portal customization, and leads to increased user productivity

Self-service portal diagnostics

  • This feature provides a self-service diagnostic tool that looks at portal configuration and identifies potential configuration problems as well as provides solutions on how to resolve the issues.

Configuration migration:

  • A schema for Portal configuration migration that works with the Configuration Migration SDK tool will be available in this release.

I will elaborate these features in my next articles.

🙂

‘Portal Comment’ not showing up – Dynamics Portals

‘Portal Comment’ is an OOB activity which comes with Portal solution and enables peer-to-peer interactions between Portal Users and Dynamics Users.

To add ‘Portal Comment’ for a record, go to ‘ACTIVITIES’ tab on the form and select ‘Portal Comment’.

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Problem Statement:

  • ‘Portal Comment’ added from Dynamics on a record not showing up in Portal.
  • Below is a ‘Portal Comment’ added for Case record ‘Test’.

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  • It was not showing up on Case record on Portal

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Reason and Fix:

  • ‘Portal Comment’ will only show up on Portal, when the ‘SEND’ button clicked (i.e, Status = Completed)

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  • Now, open the record in Portal and you should see the ‘Portal Comment’
    • Note: Text added in ‘Description’ field of ‘Portal Comment’ will show up on Portal

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  • ‘Portal Comment’ can also be added from Portal by using ‘Add Comment’ button and it will show up in ‘ACTIVITIES’ tab of the record.

🙂

Dynamics Portal Caching issue – Missing ‘Clear Cache’ button

As you are aware, to clear the cache in ‘Dynamics Portals’, you need to login with a Portal user with ‘Administrators’ web role and

  • Navigate to {Portal_url}/_services/about.
  • Click on ‘Clear Cache’ button

But what if you don’t see the ‘Clear Cache’ button, even if you logged in with ‘Administrators’ web role?

We encountered the same and were getting a blank screen when we browsed ‘_Services/about’ by logging in with ‘Administrators’ web role.

Portal-Cache ClearReason:

  • Even though you are having ‘Administrators’ web role, you may be missing ‘Website Access Permissions’

Fix:

Grant the missing ‘Website Access Permissions’ to ‘Administrators’ web role by following below steps.

  • Open your Dynamics application
  • Go to ‘Advanced Find -> Web Roles’

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  • Open the ‘Administrators’ web role
    • Note : If more than 1 Portal solution (i.e., Custom Portal, Self service portal etc..) enabled, you will see more ‘Administrators’ records. Make sure you filter with ‘Website’.
  • From the navigation, open the ‘Website Access Permissions’

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  • If no existing records in ‘Website Access Associated View’, create a new record (Note: If there is existing record, open the same)

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  • In the new record window, select all the checkboxes under ‘Permissions’ section.

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  • Save and Close.
  • Now from the Portal, browse {Portal_url}/_services/about
  • You should get the Portal Details screen with ‘Clear Cache’ button.

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🙂

Dynamics Portals – Hide Search Control and clear cache

Other day, we got a requirement to hide the ‘Search’ control from our Custom portal.

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Its very easy to achieve by changing a configuration.

Steps to hide Search control:

  • Go to Portals ->Site Settings ->Search/Enabled record
  • By default the ‘Value’ will be ‘true’, to hide the ‘Search’ change to ‘false’

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  • Save
  • Refresh the browser and you should not see the ‘Search’ control

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What if you are still seeing the ‘Search’ control:

Sometimes for some reason (Mostly due to caching), you wont see the change immediately.

In this case you can either reset portal/clear the server side cache by following steps below.

Reset the Portal:

  • If the change is not taken place for all users you might want to reset the portal.
  • Resetting the portal is not feasible option especially when your portal is being tested, as the end users will experience a snag for sometime.
  • But if the Portal is in Development phase and you can reset from your ‘D365 Admin Center’
    • Go to ‘Admin Center’ -> Applications
    • Select your Portal application and click ‘Manage’

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  • Select ‘Portal Actions’ -> Reset

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Clear Server Side Cache:

  • You can force the portal to refresh its cache immediately.
  • To clear the server-side cache, sign in to the portal with Administrator web role
  • Navigate to the URL as follows : <Your_portal_URL>/_services/about
    • (i.e., You need to append /_services/about end of your portal URL)
  • Select Clear Cache.
  • Refer this for article more details

🙂