Sam's Microsoft Dynamics 365 Blog

Friday 29 November 2019

OData in dynamics Portal


In this article, we will discuss OData in Dynamics Portal.  The Dynamics portal has a feature of Open Data Protocol. We can use this feature in our public-facing portals.

What is OData?

OData (Open Data Protocol) is an ISO/IEC approved, OASIS standard that defines a set of best practices for building and consuming REST APIs. It enables creation of REST-based services that allow resources identified using Uniform Resource Locators (URLs) and defined in a data model, to be published and edited by Web clients using simple HTTP messages.
Dynamic CRM mainly uses Windows Communication Foundation (WCF) data services framework to provide OData Endpoint which is nothing but a REST-based data service.

So, let's discuss step by step: -

1. Create an Entity List. I am creating an Entity list of Account with name My accounts.


2. Now Scroll down, there is a tab of OData Feed, enable checkbox and in Setting, section put Entity Type Name, Entity Set Name and Select a View.


3. Now Save it.

Now Let’s test OData: -

<Portal URL>/_odata   - This will give you all Entity list in which we have enabled OData Feeds.


I am putting  <Portal URL>/_odata/<Entity Set Name>  in browser  and can see the Results as below.


Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!


Thursday 28 November 2019

Nested SubGrid in Dynamics 365

A Grid inside Grid (Nested Grid) feature is available in the previous release of Dynamics 365. It is an interesting feature of Microsoft Dynamics CRM. We all know we can use subgrades to show related records on a form. For example, contact related to an account and opportunities related to a Contact. Now I like that I can see opportunities related to a Contact (Contact is also related to current Account) on the account form but wouldn’t be able to view a list of contact related opportunities from the contact grid on the account record. But…But…But after using the Nested Grid, I can see the opportunity inside my Account Form.



So, let's configure Nested Grid step by step: -

1. I have a Contact grid on my Account form.
2. Open Change Properties of Grid and click on the Controls tab.


3. Click on Add Controls.


4. Choose Editable Grid Control as follows and Add.


5. Click on the Nested grid view pencil control in the Editable Grid section.



6. Now Select Entity related to Contact entity in the Data Source section, as I have selected the opportunity entity.
7. After selecting an entity, now select a View.


8. Now click on ok.



Don’t forget to Save and publish it.

After configure it will look like as shown in below screenshot.



Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!

Friday 15 November 2019

Hide the “New Registration” option from Microsoft Dynamics Portal Login Page

In this article we will discuss about “How to Hide the new Registration Option from Microsoft Dynamics Portal Login Page”.


So, let’s start step by step:

Step 1: Navigate to Portals inside Classic View or Navigate to Dynamics 365 Portals App inside UCI View.


Step 2: Go to the “Site Settings” Menu.

Step 3: Now search the record with name “Authentication/Registration/Enabled” and update the Value of the Settings records from “True” to “False”.

         Authentication/Registration/Enabled


                
Step 4: Restart the portal and hit F5 on the Portal Brower to view the changes.

Thanks for reading the article. Hope this Article will helpful for you. Cheers!!!

Web Resource vs PCF vs Canvas App - which of the one is used?

While started working on specific Business Requirements related to custom layout, there is a always common question that "where to star...