Introduction In this blog, we will look into how to resolve the “Root Web Pages are not getting created in D365 Portal” issue. Whenever we create a new web page in a portal its root web page automatically gets created and this root page renders entity forms, entity list or web form on the portal. In one of our environments, root web pages were not getting created automatically. We followed the steps below to resolve this issue. Steps Navigate to Customizations -> Customize the system => Default solution will open Select SDK message processing steps Change the view to “All” Filter by primary object type begins with “web page” This would show 10 sdk message processing steps, select all and activate these steps. After this root web page will get created successfully.

Introduction This blog explains how we can add “Change Password” in the Profile navigation of the D365 Portal. Steps to be followed: Go to Weblink sets 🡪 Profile Navigation Open Profile Navigation record 3. Click on the “Links” tab. Add “+ New Web Link” 4. Add below details in the form Name: Change Password Web Link Set: Profile Navigation Publishing State: Published External URL: <portal url>/en-US/Account/Manage/ChangePassword Display Order: 2 5. Save the record. 6. Now you can see the “Change Password” option in the profile navigation of the portal. NOTE: if you don’t see the changes clear the cache of the portal and check again. – Click on “Change Password” and it will navigate you to the page below. – You can change your password from here.

Introduction It is important for the end-user to understand the error displayed on D365 Portals. In this blog, we will display D365 Plugin Error on the D365 Portals. By default, the error will be displayed as shown below: Implementation Step 1: Create a new Site Setting record. Step 2: Set the values given below in the fields: Name: Site/EnableCustomPluginError Value: true Now you can see the Error thrown by D365 Plugin. Custom plugin errors will appear on the following screens: Entity list Retrieval of records Entity form Retrieve Create/Update and so on Web forms Retrieve Create/Update and so on

Introduction In this blog, we will resolve “Operation has timed out” error in D365 Portals. Steps to solve this issue: Restart your portal by going to the admin center. Steps to restart the portal: Go to the Dynamics 365 Administration Center page and select the Applications tab. Select the name of the portal, and then select Manage. Click on Portal Actions –>Restart.  Click on Restart. Wait for a few minutes and go back to your portal, it should be working now. Reference: https://docs.microsoft.com/en-us/dynamics365/portals/portal-faq

Introduction: This blog explains how we can add files from D365 Portal directly into SharePoint which was long awaited feature missing from Portals. Below are the Steps: Step 1: Set up SharePoint integration from Portal Admin Center 1. Go to the Dynamics 365 Administration Center page and select the Applications tab. 2. Select the name of the portal for which you want enable SharePoint integration, and then select Manage. 3. Click on Set up SharePoint integration –> Enable SharePoint integration. 4. Click on Enable button it will then ask you to sign in again. 5. Enter D365 CE (MS CRM) credentials to sign in again. 6. Click on Accept to grant the required permissions. 7. You will get the below message. Step 2: Enable document management for entities (Customization in D365 CE) NOTE: If document management is not enabled already then follow below steps. Go to Settings –> Document Management –> Document Management Settings Select entity Click on Next and Finish. Step 3: Configure the appropriate form to display documents We need to add Document Location subgrid in the form which will get displayed in portal. (NOTE: Add subgrid on Edit form to edit the record in portal only.) Step 4: Creating and Assigning Entity Permissions. 1. Create entity Permission of Scope “Global” for Case (Incident) Entity. 2. Click on “+” to Add Child Entity Permission for “Document Location”. 3. Click on “New”. 4. Enter below details. Entity Name: Document Location Scope: Parent Parent Entity Permission: Case_Global(Select the name of parent entity from lookup) Parent Relationship: Select the name from drop down. Select all the Privileges. 5. Save the record. 6. Your Global Entity Permission should look like below. 7. After Creating Entity Permission successfully assign web role to the entity permissions. Sign in to Portal 1. Open any Case record. 2. You can see Document Section below from where you can “Add files” or Create “New folder” 3. Click on “Add files” button you are shown a pop-up window from where you can choose the files to upload. 4. You can see the New Folder is created in SharePoint for that Particular Case and file is also uploaded inside respective folder. 5. Click on “New Folder” to create new folder this will get created inside the parent folder “Case_CaseGUID” in SharePoint. 6. From portal you can go inside the folder and then upload files which gets uploaded inside the respective folder in SharePoint. “Add Files” in newly created folder. New Folder and Files in SharePoint.