Dynamics 365 portals: Administrative Wizard

With the release of the July 2017 update for Dynamics 365, comes v8.3 of Dynamics 365 portals. One of the new features of this release is the new administrative wizard which allows you to easily add an entity to the portal. This can really make the pace for development increase and removes the barrier to creating all the components necessary to properly surface Dynamics 365 data on your external portal. Below we will walk through what exactly the administrative wizard create for you and how you can access and use it yourself.

Firstly you need to decide what you want to expose on the portal. This could just be creating a new page and not associating any data other than just CMS content or other web templates. But the administrative wizards real power is that it also allows you to configure full entity interaction on the portal by it creating all the necessary components like entity list, entity form, web pages, and entity permissions. This could be an out of box entity or a custom entity you have created.

For our example we are going to use a custom entity Economic Development Sites. Whichever entity you decide to use you will want to ensure you configure the CRM forms and views that you will expose on the portal prior to starting the wizard.

To start the administrative wizard, in Dynamics 365 navigate to Portals, then with 8.3.x solutions installed you will have a new Administration section with a tile called Portal Management.

Within the Portal Management select Create Portal Content.

You should now be presented with a Create Portal Content dialog which will allow you to create a web page and optionally display an entity. At a minimum you need to fill in the Page Name field. This will auto populate the title and the partial URL with the same value as page name automatically. You can select the parent page you want to associate this new page to (it will default to the home page of the selected website), and change the default layout for the web page.

Optionally you can now enable an entity with this page in the portal by changing the “Display organization entity in the portal” to yes which will review some additional options. Namely you need to first select which entity you want to display, then the view(s) (which can be multiple), the form that will be used for details, edit, and create forms.

Creation can be turned on and off, as can anonymous access. If anonymous access is turned off you will need to select the contact relationship which will require your entity to have a reference/lookup to the contact entity.

Finally you can enable editing of a record as well as if the records should be filtered to only those owned by the user.

With all your options selected you can then click the create button and the wizard will go about creating all the portal data components for you. It will create multiple web pages (if you have enabled create, and edit), entity forms for each function (create, edit, details), an entity list to display all the records on the main web page, and finally an entity permission that allows the functions enabled to work.

On complete of the creation you will be navigated in the CRM to the newly created web page, which has your entity list linked and if you check the child pages will include the create, edit and details web pages with the appropriate entity forms associated to each.

The wizard also does have some error checking so if you were to try to create the same partial URL that already exists to the parent page it will prevent this.

The administrative wizard is a great way to quickly get the scaffolding for your entity on the portal even if the initial configuration isn’t your desired output. With all the portal data it quickly creates it can help cut down your time entering all the information manually and you can now easily go and further enhance each of the components.

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