Archive
Dynamics Portals – SaaS – Refer helper files in Web Templates
In my portal, I got a requirement to build a ‘Search Screen’, which pulls the data from CRM and render the results.
To achieve this, I configured a ‘Web Template’ with ‘Search Screen’ using HTML and decided to use Data Tables table control to bind the results.
The challenge is, to use ‘Data Table’ control, I must refer the helper files (i.e., datatable.min.js, jquery.datatable.css) in my ‘Search Screen’ Web Template.
One way to solve is to copy the content from the helper files (i.e., datatable.min.js, jquery.datatable.css) and paste within the Web Template. This is a crude way as the single Web Template size enormously grows and would become unmanageable.
Optimal way:
- Create a separate Web Templates for Helper files (i.e., datatable.min.js, jquery.datatable.css)
- Make sure you wrap the script file’s content in <script> tag, while pasting to Web Template.
- Make sure you wrap the style sheet (i.e., css) files content in <style> tag, while pasting to Web Template.
- Refer the helper file Web Templates in the ‘Search Screen’ Web Template.
- Syntax is {% include ‘Your helper file Web Template Name‘ %}
Notes:
- Using Web Files is one approach but you cannot attach JScript file to your Web File as the .js file extension is restricted.
🙂
Dynamics Portals – How to get the configured Portal’s URL
There was a question posted in my blog on how to get the configured Portal’s URL as someone else configured the portal.
Below are the steps to get your Portal URL.
From your Dynamics 365 Instance:
- Connect to your Dynamics 365 instance
- Navigate to Portals -> Website Bindings
- Open the record and read the URL from “Site Name” field
From your Dynamics 365 Admin Center:
- Connect to your “Dynamics 365 Admin Center” (i.e., Login to Portal.office.com)
- Select your “Dynamics 365” instance
- Click on “Applications” tab
- Select “Portal Add-on” and click “MANAGE” button
- You would be redirected to “Portal” configuration page
- Copy the URL
Note: You can access your Portal configurations page, only if your Admin granted access to your login Account. If you don’t have permission, you would end up getting below error message:
You don’t have permission to perform this action. Contact your global administrator to get owner permission for Application ID
🙂
Dynamics 365 Portal – Troubleshoot errors hosted in Azure
Recently we got internal server error while we were accessing Portal hosted in Azure.
Microsoft Azure is providing simple and quick way to troubleshoot the errors.
There are few options to troubleshoot like ‘Log Stream’ and ‘Diagnostic Dumps’. In this Article, I am going to show how to use them.
Pre-requisite:
- Connect to your Azure account and open the Web App from ‘App Services’
- Make sure you enable “Application Logging” from ‘Diagnostics logs’ section
Log Stream:
- ‘Log Stream’ is helpful to track the ongoing exceptions and track the live Request and Response.
Diagnostic Dump:
- Connect to KUDU services by clicking on ‘Advanced Tools –> Go’
- Click on Tools –> Diagnostic Dump
- Download and extract the .zip folder
- Go to ‘LogFiles’
- Open the ‘eventlog.xml’ using any file editor
‘Application Insights’ is another option which helps you detect and diagnose quality issues in your web apps and web services.
🙂
ADX Portal – Configure views to fetch Logged In Partner owned records
As we know, ADX portal would be accessed by external Partners and they get created as Contacts in the CRM.
We got a requirement to configure “My Opportunities” view in Portal to show the Opportunities owned by logged in Partner.
In CRM, this type of requirement is straight forward as the filter will be “Opportunity.owner=Logged in User”
How to configure similar view in Portal, as the Partner will be ‘Contact’?
When you Install/Enable Portal solution in CRM,
- It creates below Contact records.
- Also it adds a new field “Partner Owner’ (i.e., msa_partneroppid) in all OOB entities.
To configure ‘My Opportunities’ view in ADX:
- Choose ‘Portal Customer’ as filter criteria. This would be replaced with logged in partner.
- Create the view and configure as ‘Entity List’ and publish to ADX.
🙂
The specified organization already has an active Website Binding for this site – Dynamics 365 Portals
We have 2 Portal solutions (i.e., Partner Portal and Custom Portal) enabled in our CRM organization and when I tried to configure ‘Custom Portal’ in a Web App, I could not, as the “Adxstudio Portals Website” drop down was disabled and defaulted to ‘Partner Portal’.
Reason:
- ‘Partner Portal’ solution configured first, and it created a record in ‘Website Bindings’.
- As design, portals defaults to ‘Partner Portal’ solution, if there was an active Website Binding.
Fix:
- Go to the ‘Website Bindings’ in CRM, by navigating to “Advance Find -> Website Bindings”.
- Delete the website binding record
🙂
ADX Web Site Compilation Error – The type ‘System.Object’ is defined in an assembly that is not referenced.
Recently while compiling my ADX web site, I was getting below compilation exception from all my .ascx (Views) files.
Compiler Error Message: CS0012: The type ‘System.Object’ is defined in an assembly that is not referenced. You must add a reference to assembly ‘System.Runtime, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a’
Issue was bit strange as I already had “System.Runtime’ dll referred in the website
Fix:
- Open the Web.config file and add below tag inside the <compilation> tag
<assemblies>
<add assembly=”System.Runtime, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a” />
</assemblies>
- Your <compilation> tag should look as below
<compilation debug=”true” targetFramework=”4.5″>
<assemblies>
<add assembly=”System.Runtime, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a” />
</assemblies>
</compilation>
Note:
- If your <compilation> tag already had <add assembly=”…”> tags, add only <add assembly=”System.Runtime…> tag to the existing tags.
🙂
Could not load file or assembly ‘Microsoft.Cloud.InstrumentationFramework.Events’
I got the below assembly load error, while I was running my ADX Portal web site from Visual Studio.
Could not load file or assembly ‘Microsoft.Cloud.InstrumentationFramework.Events’ or one of its dependencies. An attempt was made to load a program with an incorrect format.
could-not-load-assembly
Issue was not with missing .dll reference, as I already had the “Microsoft.Cloud.InstrumentationFramework.Events.dll” added to my project.
Fix:
- Enabling an option in my Visual Studio Project fixed the issue.
- Navigate Tools -> Options -> Project and Solutions
- Enable “Use the 64 bit version of …” option.
Use 64 bit version
- Build and run the Project.
🙂
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