Dynamics Portal
Enable Entity Records for Dynamics 365 Partner Portals
Category: CRM Dvelopment Series,Dynamics 365,Dynamics 365 CE Online,Dynamics 365 Portals,Dynamics Portal,Partner Portal view,Partner Portals Author: HIMBAP Date: 2 weeks ago Comments: 0

Introduction If you are working with Partner Portal, you may notice that you are not able to see records in Portal even though you have all the required permission setup correctly. We are going to discuss another quick check that you can do while not getting data. Solution Most common reason when you are not able to see the data… Read more »
Source: Mahendra Pal


Working with Dynamics 365 Portals – Webinar
Category: Configure Web Role Scope in Dynamics 365 Portals,Dynamics 365,Dynamics 365 CE Online,Dynamics 365 Portal,Dynamics 365 Portals,Dynamics Portal,Understanding Web Roles in Dynamics 365 Portals Author: HIMBAP Date: 6 months ago Comments: 0

Web Roles are used to implement Dynamics 365 Portals security, just like we use security roles in Dynamics 365 CE. Every Dynamics 365 portal user must have assigned some web roles to access Dynamics 365 CE records. In the web roles we can configure entity permissions to implement record based security just like we can do in Dynamics 365 CE and up to what level you can access portal records depends on the scope. While configuring entity permissions we can use different scope like global, contact, account and self.

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If you recently started with working Dynamics 365 Portals or have experience with Dynamics 365 Portals but still confuse about how Dynamics 365 Portals security is configured using Web Roles let’s discuss, I am presenting how to implement Dynamics 365 Portal Web Roles this Saturday 18 May at 4 PM IST.

Event URL: https://bit.ly/2HiX12r

Agenda:
> Understanding Security in Dynamics 365 Portals
> Working with Web Roles
> Know about Scoping in Web Roles
> Configure Entity Permissions for Web Roles
> Demo

Source: Mahendra Pal


Working with Dynamics 365 Portals- Webinar
Category: Customizing Dynamics 365 Portals,Dynamics 365,Dynamics 365 Portal,Dynamics 365 Portals,Dynamics Portal,Free Webinar,Writing Code for Dynamics 365 Portals Author: HIMBAP Date: 8 months ago Comments: 0

Are just started working with Dynamics 365 Portals and have many questions in your mind related to customizing Dynamics 365 Portals and extending it’s capability ?? if yes, join on Webinar where we will be discussing following topics

Quick Overview of Dynamics 365 Portals
We will start with quick view of Dynamics 365 Portals and why you need them.
Setup Portal instance
We learn how we can setup Portals for your Trail organization, if you have setup Dynamics 365 CE trial yet, check our post for how to quickly setup Dynamics 365 Trial
Customization Option for Dynamics 365 Portal Solution
In this topic we will discuss different Customization options available for Dynamics 365 Portals and how we can customize them. You will learn about different components and their use.
Extending Dynamics 365 Portal Solution
This topic will help you identify places where you can write code for Dynamics 365 Portals to extend capabilities of Dynamics 365 Portals.
What is Next
In this topic we will discuss what we are going to discuss in next Dynamics 365 Portals Webinar
Q & A
Do you have still any question, so let’s discuss in this topic.

You can register for this Webinar using this link !!

Looking forward to speaking with you !!

Source: Mahendra Pal


Using FullCalendar for Dynamics 365 Portals
Category: Dynamics 365,Dynamics Portal,FullCalendar in Dynamics 365 Portal,Show FullCalendar in Dynamics 365 Portals,Using Calendar control in Dynamics 365 Portals,using FullCalendar in Dynamics 365 Portals Author: HIMBAP Date: 11 months ago Comments: 0

Introduction
This article we will be discussing how we can use FullCalendar in Dynamics 365 Portals. We will see how we can set different layout options and events.
calendar3
Requirement
Show Booking information in Dynamics 365 Portal using Calendar control.

Details
We got requirement where client wanted to see all work order booking under calendar control. The first thing I tried to use calendar view under entity list for booking entity, but I faced issue while using custom template as we wanted specific layout, so I thought of using custom calendar libraries and found FullCalendar which is very popular and easy to implement. When I checked if somebody already used it in Dynamics 365 Portals found this which helped me to initially implement fullcalendar. During implementation we got some layout requirement which I am sharing below.

Render Monday as first Day and set Week view as ‘ddd D/M’
By default fullcalendar render Sunday as first day of the week, but we got requirement to show Monday as first day and set week view format as ‘ddd D/M’, to implement this I used following property

//set as Monday first day
firstDay:1,
locale:'en-AU',
views: {
week: {columnFormat: 'ddd D/M'}
},

Show More Details on Booking Hover
Another requirement we got to show additional information when user hovers on the booking rendered under FullCalendar control. We can do this using following options.

eventRender: function(eventObj, $el) {
$el.popover({
title: eventObj.title,
trigger: 'hover',
placement: 'top',
container: 'body'
});
}

Open Work order Page on click on Booking
If user clicks on the booking, we wanted to open parent work order page to show complete work order details, to implement this we used click event of the calendar control to navigate to work order page like following.

eventClick: function(eventObj) {
if(eventObj.workorder!=null)
window.location.href = "/WorkOrders/WorkOrderDetails/?id="+eventObj.workorder;
}

Change FullCalendar Header
By default fullcalendar control display headers like following
calendar1
But we wanted to render it like following
calendar2
To change header we used following properties.

header: {
left: 'prev,next today',
center: 'title',
right: 'month,agendaWeek,agendaDay'
},
buttonText: {
today: 'Today',
month:'Month',
agendaWeek:'Week',
agendaDay:'Day'
},

Hope it will help someone. Feel free to comment if you are facing any issue. Stay tuned for more Dynamics 365 Contents !!

Source: Mahendra Pal