Tag: Microsoft Dynamics 365

How to – Edit Primary Navigation in Portal in Dynamics 365


For updating the Navigation, login to the portal with the user having Administrator web role.

Hover over the Navigation and select Edit

This opens up the dialog box, here we can edit or insert a new navigation link. To add new navigation link click on “+”

We can either specify any existing page within portal or can point to any external URL and can also show up image + text or image only.

This adds the new navigation link

Similarly, we can add new child links or move a link as child link which then appears as drop down. Here we have moved the new Search Home link inside Support by dragging.

The updated navigation looks like below

Hope it helps..

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Manage Dynamics 365 Portal Instance


Suppose we have Community Portal configured in our Dynamics 365 Instance.

Now we would like to have Custom Portal instead of Community Portal associated to our instance.

To configure this, we need go to Admin Centre à Select Portal and Click on Manage

Then select Manage Dynamic 365 CRM Instance and then Update Dynamics 365 Instance

From there we can select the Portal Audience and corresponding Portal to be deployed.

This will install the corresponding portal solution to our CRM Instance.

Now our portal URL will show up the Custom Portal instead of Community Portal.

To switch back to community portal, we can select Portal Details and Update Portal Binding to point it to website we want it to bind to.

Suppose we have Employee self-service portal deployed to our instance and we would like to update binding to it.

Below we select Employee self-service as the web site record and click on Update.

Once update is done, opening the Base Portal URL will open up Employee self-service portal instead of Custom Portal now.

Hope it helps..

Site Settings records specific to Registration in Portal (Dynamics 365)


In Portal, we have few Site Setting records that defines the registration behavior.

By default, if user clicks on Sign In page, we see the below options i.e. Sign In, Register and Redeem Invitation as well as Sign in with an external account.

If we want to disable Local Login then we can set the below Authentication/Registration/LocalLoginEnabled value as false.

This hides the Sign in with Local Account option.

For disabling the Registration option we can set the below site setting record as false.

This hides the Registration tabs from the sign in page

Setting both the above site settings as false, presents the user with the only option of using Azure AD for signing in to the portal.

Hope it helps..

A simple Web Template example in Portal (Dynamics 365)


Let us create a very simple web template that displays logged in user’s name and displays whether the user is in administrator role or not.

The template uses Liquid language

The Web template can be used to define Page Template.

Page template can be of type Web Template or Redirect. Redirect types would be pointing to actual physical aspx page inside the portal.

Now as we have our custom page template defined we can create a new child page in our portal using this new page template.

As we have Use Website Header and Footer checked the page takes it from the web site.

This is how the page renders with our new template

If we uncheck Use Website Header and Footer checkbox, the page renders with only the content (source) defined within the web template.

Apart from being used to define page template, web template can be inserted into the page through editing the copy of the page.

  • Click on Edit

  • Select Insert Template

  • Select the Hello World Template (it also displays the preview) and click Ok.

  • Click on Save

  • This adds our custom web template in the page.

This was a very basic example, please check the below link that contains all the details and real world examples.

https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/liquid-templates/basics/web-template/

Hope it helps..

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Using bootstrap classes and components in Portal (Dynamics 365)


As Portals are based on Bootstrap framework we can make use of classes, components etc. specified as part of the framework in our Portal.

Below we have created a new blank page to which we will add content.

Click on Edit in the content editor.

Click on Edit Source icon.

For reference go to the getbootstrap web site

Below are some of the classes that we will add

Lead Class –

Table table-striped class –

Badges Component

Breadcrumbs

Below is our sample source code

This is how it renders in the page.

Hope it helps..

Portal Blog Post List