For our organization we might have Power Portals which are published for customer self service or partner portals. users which are registered in the portals are created as Contact records in Dynamics 365 and the passwords which are supplied by the portal user are handled internally. Sometimes we need to reset/ change password of a…
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Using entity form we can achieve Create record operation in Portals. lets see how to do. Step-1: Create an Entity Form in Dynamics 365 Portal App Open Dynamics 365 CE Portal App and Navigate to Entity Form. Create a New Entity Form with below Values: Name : Customer Create Entity Form Entity Name : Contact…
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Entity List is reponsible to show a list of records from Dynamics 365 or Common Data Service. In a list we may display less columns lets say Customer name and email but if there is a requirement that on click of the list item some more fields should be visible such as address, phone number…
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Open the Entity List and scroll down to see Search section and check the Enabled checkbox as given below screenshot. Also you can provide a Placeholder text for the searchbox lets say “Type your keyword”, Define a Tooltip as “Search Records in the List”. After that Save the Entity List. Now in the Power Portal…
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In our last blog we have learned how to display Dynamics 365 CE entity data on Dynamics 365 Portal using Entity List with a single Entity View “Active View”. Now in this post we will see how to add more Views and change the caption of the views to the Entity List. Open the Entity…
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Using Entity List we can show/display Dynamics 365 Customer Engagement Entity records on Dynamics 365 Portals. Lets see how to do the configuration. I assume your organisation is already having a Dynamics 365 Portal and you as a consultant maintaining and configuring the portal. Step-1 : Decide the entity to display The first step is…
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In our last article we understand what is a Portal and how we can configure portals in Dynamics 365 instance. We can also create Portals in CDS environment by creating a new environment and provisioning the portal. In this post we will see how we can add new Webpage in our portal we have created…
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Introduction Dynamics 365 Power Portals are external-facing websites that allow users outside their organizations to sign in with a wide variety of identities, create and view data in Common Data Service or Dynamics 365 Instance, or even browse content anonymously. The full capabilities of Dynamics 365 Portals, previously offered only as an add-on to model-driven…
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