OData

Dynamics 365 Portals – how to use OData endpoint – part 2

In this screen cast video, I continue to discuss this subject which I started in my previous blog post.

Today, I have the following objectives for which I need to provide a solution:

  • Have a navigation button in portal case form for user to create a new work order from case
  • Certain fields in work order form would be populated based on the derived data from case
  • Linking between case and work order would be generated
  • User would stay in the work order form after saving it rather than returning back to the case form

Hopefully by following this video, you get an idea how to take advantage of the OData feed and what are some challenges and workarounds when working with this type of project.

Odata

Dynamics 365 Portals – how to use OData endpoint? – Part 1




In this screen cast, I show you how to use the Dynamics 365 Portal OData endpoint. It is very useful interface to query data from server side to the portal forms. Especially in such scenarios where you need to fetch data from related entities for a portal form.

The programming part of this is very simple and easy to use. With a few lines of JQuery and knowledge of the syntax, you are on your way of making the portal user experience better.

I use one specific example here in this screen cast video where I need to pre-populate a lookup field of a portal form with a value from a related entity. I utilize the context of the portal logged-on user (Dynamics contact) and then do the OData query against the REST-based interface. This is over-simplified example which can easily be used as the basis for more complex scenarios. Hopefully by following this example, you get an idea how to use the OData feed and you are able to utilize it in your Dynamics 365 Portal extensions. If you have any questions related to this or other Dynamics 365 Portal subjects, I’ll be happy to help.

This is the fourth part of my Dynamics 365 portal video series. In the first part, I showed you how to install the Dynamics 365 portal instance and how to make basic configurations into it. In the second part, I showed you how to do the portal UI customizations. Third part was about JQuery customizations in Dynamics 365 portal forms. There will be more coming up so thank you for watching and stay tuned for more.

Dynamics 365

Dynamics 365 plugin development – How to avoid infinite loops

In some scenarios, it is necessary to develop a custom plugin assembly that is called from Dynamics 365 Workflow. Within the plugin source code, there are different ways to handle the data that is passed to the plugin by the execution context. However, if the entity object fetched from the plugin context is used to update the entity back to Dynamics, caution should be taken to avoid infinite loops in the workflow that got triggered in the first place.

In this screen cast video, I show you this scenario in detail and how to avoid the infinite loop.

How to use JQuery customizations in Dynamics 365 portal forms?

This screen cast video is about JQuery customizations in Dynamics 365 portal forms. I demonstrate here using rather simple scenario that what are the possibilities and how to develop the code. Furthermore, I show you how to use browser developer tools to debug the JQuery code to verify and troubleshoot your JQuery.

This is the third part of my Dynamics 365 portal video series. In the first part, I showed you how to install the Dynamics 365 portal instance and how to make basic configurations into it. In the second part, I showed you how to do the portal UI customizations. There will be more coming up so thank you for watching and stay tuned for more.

Dynamics365

How to make UI changes to the Dynamics 365 portals?

In this screen cast video, I show you how to make changes to the look and feel of the Dynamics 365 portal UI. I picked three different scenarios by which I demonstrate the possibilities to modify the UI elements. These three include familiarizing to the Dynamics 365 portal UI concepts, making changes to the css-files and utilizing custom Bootstrap template.

This is the second part of my Dynamics 365 portal video series. In the first part, I showed you how to install the Dynamics 365 portal instance and how to make basic configurations into it. There will be more coming up so thank you for watching and stay tuned for more.