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Posts Tagged ‘PowerApps Portal’
[PowerApps Portal (preview)] Build your first portal
August 10, 2019
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PowerApps Portals, provides ability to build low-code, responsive websites which allow external users to interact with the data stored in the Common Data Service.
Refer article for introduction. PowerApps Portals are in Preview now and lets see how to get started with a simple portal.
Perquisites:
- Dynamics 365 trail
Steps to build your first Portal:
- Login to PowerApps maker Portal
- Pick the right ‘Environment’. Refer ‘Notes’ section below to know more about ‘Environments’.
- Click on ‘Portal from blank (preview)’ link.
- In the pop-up, fill ‘Name’, ‘Address’ and ‘Language’ and click ‘Create’.
- Portal provisioning takes time and you will be notified once done.
- Post provisioning, click on ‘Edit’ which will redirect you to Portal editor.
- You get pre configured ‘Home’ page and ‘Child Pages’.
- To add a new Page,
- Either click on ‘+New page’ from ribbon
- Or Right Click , ‘Home’ and add a New Page.
- I have added a new ‘Accounts’ page and filled the details on the right side ‘Component’ panel.
- To create a new ‘Account’ form, click on ‘Form’ and choose Entity, Form and Mode from the ‘Component’ panel.
- To add a new ‘Entity List’ control, click on ‘List’ and on the right hand side, select ‘Entity’ and ‘Views’
- Note: In the screen below, I’ve added an existing ‘List’. The properties are same for new ‘List’ as well.
- To map the Account ‘Form’ with ‘List’, set properties as below
- At any point of time, to view the changes, click on ‘Browse website’ on top right corner.
- Home Screen
- Accounts Screen
Notes:
- To use the Dynamics CE entities, you have to select the CE ‘Environment’ in your maker portal, before the start of Portal creation.
- A ‘default’ environment gets created by default. If you pick ‘default’ environment, you will need to create a new Environment with CDS database.
New Environment
- We can still create Portal from the ‘Dynamics Admin Center’.
- PowerApps portal got ‘.powerappsportals.com’ as domain and regular portal will be of ‘.microsoftportals.com’ domain.
- You can still create/update portal components (i.e., Entity List, Forms, Web Templates) from Dynamics web application.
- Clear cache using ‘/_service\about‘ is still available in PowerApps portal.
🙂
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Categories: CRM, Dynamics 365, PowerApps
Environment, Maker Portal, PowerApps Portal
PowerApps Portal – Intro
June 14, 2019
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Those who are familiar with ADX Portals which later acquired by Microsoft and came up with ‘Dynamics Portals’ SaaS offering, ‘PowerApps’ Portal is the next evolution.
- With PowerApps Portals, Microsoft merging the capabilities offered by Dynamics 365 Customer Engagement portals in to PowerApps Portals.
- PowerApps Portals provides the ability to build low-code, responsive websites which allow external users to interact with the data stored in the Common Data Service (CDS).
- PowerApps Portals will seamlessly integrate with Microsoft services like Power BI embed, Microsoft Flow, Microsoft SharePoint, Azure Blob Storage, Azure AD B2C, and Azure Application Insights to enhance your portal with rich content and provide a personalized experience to your customers.
- All the components of Dynamics CE portals (i.e., Entity Forms, Web Templates, Web Forms,etc…) will be continued to available in PowerApps Portals.
- PowerApps portal uses the same ‘Liquid Template’ scripting conventions of Dynamics CE Portals.
How to get started?
- General availability of PowerApps Portal will from July 2019.
- A new App type called “Portal” will be available directly from PowerApps.
- You can subscribe here to be informed about the Public Preview availability.
Whats the upgrade path for existing Dynamics 365 CE Portals?
- All the existing Dynamics 365 CE portals will auto upgrade to PowerApps portals in coming months.
🙂
Categories: Dynamics Portals
PowerApps Portal
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