Archive

Posts Tagged ‘Dynamics Portal’

Dynamics Portals – Add Download feature to the Forms

September 22, 2019 Leave a comment

In my previous article I’ve explained the Portal styling using Metadata option.

This article is the extension to the styling article, where I will explain how to add ‘Download’ feature to the Form.

I am going to use the ‘Registration’ form as an example, and will see the steps to add a ‘Download’ link to a word document.

Add the Document as a Web File:

  • As a first step, create a new ‘Web File’ and note down the ‘Partial URL’.

Dld_1

  • Next, add the document which you want your Portal user to download from Portal, as a Web File attachment under notes.

Dld_2

Design HTML with Download link:

  • Design the HTML page as per your requirement.
  • For the download link, add a <a> tag with an ID.
  • Add a JScript function, to read the <a> tag by ID and set the web file URL in the document.ready() event.

Dld_5

  • Add the HTML to the Portal entity forms ‘Metadata’ record.

Lab_7

  • Browse the Portal form and you should see the document link, which opens the document on click.

Dld_3

Note:

  • You can only add the allowable file types as the ‘Web File’ attachment.
  • To change the allowable file types, navigate to ‘Settings -> Administration -> System Settings’ and modify in the ‘Set blocked file…‘ field.

Dld_4

🙂

Dynamics Portals – Using ‘Emojis’ in Entity Form and Entity List

In this article, lets see how to use Emoji’s to capture the data in Portal’s Forms.

Emoji1

It’s very simple to achieve. All you need to do is to set the Dynamics ‘Option Set’ field’s ‘Label’ with ‘Emoji’.

Below is the ‘HOW’ part.

Create an ‘Option Set’ field with ‘Emojis’:

  • In Dynamics, create a new ‘Option Set’ Field with 2 options
  • In the Option’s ‘Label’ paste the Emoji.

Emoji2

  • Place this ‘Option Set’ field on the Dynamics Form and View which are being referred in your portal’s ‘Entity Form’ and ‘Entity List’.

Make ‘Options’ to render side by side in Portal:

  • By default, ‘Option Set’ renders as ‘Drop down’ control in Portal.
  • To show the ‘Options’ as Side by Side, add a new ‘Metadata’ to ‘Entity Form’.

Emoji7

Test the Emojis in Portal:

  • Navigate to Portal and open the ‘Employees’ view. Option Set value would renders as ‘Emoji’

Emoji5

  • Open the record and you should get ‘Emojis’ rendered side by side.

Emoji1

Note:

  • You can ‘Copy’ the Emoji from here . Search the Emoji as per your requirement and click ‘Copy’.

Emoji3

  • The rendering of Emojis will be same in ‘Dynamics Web Application’.

Emoji8

🙂 

 

 

 

ADX/Dynamics Portals – Date field custom validation using JScript

April 6, 2019 1 comment

Other day, In one of our Portal Web Form step, we got a requirement to validate ‘Date Of Birth’ where the value should not be  the future date.

We can achieve this by adding a custom validator using JScript and register in your ‘Web Form Step’.

Below is the JScript code snippet which you need to paste in your Web Form Step’s ‘Custom JavaScript’ control.

DOB_Validator_1

Note:

  • In below script replace the ‘new_dateofbirth’ with your field’s schema name.
  • ‘new_dateofbirth_label‘ is the label of the DOB field on your Web Form Step.

$(document).ready(function () {
try{
if (typeof (Page_Validators) == ‘undefined’) return;
// Create new DOB validator
var dobValidator = document.createElement(‘span’);
dobValidator.style.display = “none”;
dobValidator.id = “dobValidator”;
dobValidator.controltovalidate = “new_dateofbirth”;
dobValidator.errormessage = “<a href=’#new_dateofbirth_label’>Date of birth should be in past.</a>”;
dobValidator.validationGroup = “”;
dobValidator.initialvalue = “”;
dobValidator.evaluationfunction = function () {
var dobValue = $(“#new_dateofbirth”).val();
var dob=new Date(dobValue);
var today = new Date();
if (dob > today) {
return false;
}
return true;
};
// Add the dobValidator to Web Page’s validators array
Page_Validators.push(dobValidator);
// Attach event handler of the validation summary link
$(“a[href=’#new_dateofbirth_label’]”).on(“click”, function () {  scrollToAndFocus(‘new_dateofbirth_label’,’new_dateofbirth’);

});
}
catch(e)
{
alert(“Error during DOB validation  – “+e.description);
}
});

  • Save the Web Form Step and test in portal.
  • If you try to save DOB with future date. It shows warning in the banner as below:

DOB_Validator_2

  • Click on the message and it will take you to the DOB control.

Refer my other article to get familiar with Portal syntax’s.

🙂

 

 

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.

🙂

 

 

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.

🙂

[Step by Step] Dynamics Portals – SharePoint Integration

November 13, 2018 10 comments

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

SP_14

  • Next step is to create a new ‘Site’

SP_15

  • 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’

SP_16

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.

SP_1

  • 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’

SP_2

  • Click ‘Next’ to complete the set up.

SP_Error_2

SP_17

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

SP_3

  • Provide credentials and complete the set up

SP_11

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.

SP_4

  • 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.

SP_5

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

SP_6

  • 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.

SP_7

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

SP_9

  • 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

SP_12

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

SP_13

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

🙂

 

 

 

 

Dynamics Portal Issue – Unable to submit Entity Form

February 17, 2018 Leave a comment

Recently we encountered a strange issue in our Dynamics Portal SaaS variant.

We got a requirement to allow Portal users to create ‘Custom Activity’ records from Portal.

To achieve this, we created an Entity form for the Custom Activity with mode set to ‘Insert’ and configured Web Template.

Portal - Entity Form

Issue:

  • After configuring Entity Form, Page Template and Web Template, we could not save the record from Portal.
  • Up on ‘Submit’ button click on Create form, there was no server post back.
  • On browser console, “Unable to set property ‘isvalid’ of undefined or null reference” exception has been logged.

Portal - Web Template Error

Reason and Fix:

  • Issue was due to the additional character in ‘Web Template’ Source HTML content (refer below highlighted) and correcting the HTML fixed the issue.

Portal - Web Template

🙂