When you're shopping online you usually have the option to apply filters such as shoe size, colour or dress style. Users have the control of narrowing down what they would like to see from the list. Filters can be applied in Dynamics Portals which is what I go through in this quick tip vlog.
How to configure filters in Entity Lists
A view in Dynamics Portals is displayed through the combination of an Entity List and Web Page.
In an Entity List there's a section called Metadata Filter. In here is where you can configure the filters for the list.
Enabled - tick this checkbox
Orientation - how the filter appears in the list view, either horizontally or vertically
Apply Button Label - you can have a custom label that the user sees to prompt them to click the button for their filters to be applied
Filters - these are the options available for the definition of the filters. In my vlog I use Lookup Set as my columns currently displayed are Lookup fields. The filter I applied is by Kingdom
Note: You can apply more than one filter. In my vlog I added another filter that allows users to filter by Program.
Review your filter
Time to test. Browse to the web page of the entity list in your Dynamics Portals and check that the filters you have defined is working. If you are using check boxes as the selection mode, your users can select more than one filter
Summary
Filters for Dynamics Portals is a simple configuration exercise, no code is needed to provide this type of functionality.
Shout out to some of my new Twitter followers from last week :) Follow me on Twitter.
I presented the App Designer V9 features in the last Melbourne Dynamics User Group for the year alongside Scott, Andre, Nadeeja and Shane. We all teamed up in presenting the latest and greatest of Dynamics 365 V9. It was the largest attendance we had in 2017 which was awesome!
I'm a huge fan of the App Designer and I've previously vlogged and blogged about it here. This time round I'm showing you some of the old and new features from the V9 Customer Engagement release.
The following is what I covered and you can check this out in my vlog below.
Web or Unified Interface
Custom welcome page
Choose an existing solution and/or sitemap
Search Canvas
Inline Edit for Site Map
Copy and Paste
Clone
WYSIWYG View Designer
Web or Unified Interface
You can select what type of App you would like to create. Web is the traditional interface you are used to where as Unified Interface is the new look and feel when browsing through a device such as mobile or tablet. This is useful because you can now build dedicated apps for your devices. One current example is I'm working with a client where their employees out and about only need quick and limited information about their customers on their phones, so we built an Unified Interfaced app with reduced information for this purpose.
Custom Welcome Page
This one I did cover previously. You can configure an App to load a Welcome Page that will appear when an end user opens the App.
No more of this lady.
This is great for Dynamics 365 Customers that want to make the experience more personal or display some quick tips outlined to the end user.
The first thing you need to do is create a simple web page. Then you need to upload this file as a Web Resource in a solution.
When creating a new App, you'll be able to select the web resource.
After you're done building your App, you can then test it out.
Choose an existing solution and/or sitemap
You can build an App outside a solution by navigating to Settings > My Apps > Create New App. In this scenario, you can select the Solution or Sitemap you want to associate the App too. This will still load even though if you create the App in a solution.
Search Canvas
The Search Canvas allows you to search for components within your App Designer which is handy when you have many entities in the App. It allows you to have quick and easy access to the entity.
Inline Edit for Site Map
The Inline Edit allows you to change the label of a component in the Site Map easily without having to use the wizard on the right hand side.
Copy and Paste or Clone
These two are similar in nature from the looks of it. I haven't discovered yet how they differ from each other. They pretty much create the same component you have selected.
Copy and Paste
Clone
WYSIWYG View Designer
This is my personal favourite! I go through this in detail in my vlog so go check it out if you haven't already.
Traditionally you build views through a solution and you add the fields you want to display as columns, adjust the width of the columns and configure sorting. The nitty gritty aspect of this process is having to publish the view, navigating the view and check that it looks alright in terms of position of columns, whether the column width needs to increased etc. It's trial and error.
The WYSIWYG View Designer allows you to review your view in real-time. You can instantly see your information in the view and adjust accordingly. Pretty neat. You can also continue to use AND/OR statements and apply filters.
Limitation I came across
What I did find is that you can't edit views in the WYSIWYG View Designer once you have saved and exited from the view you created. You would need to edit it within the solution. Who knows, it could be made available in a future release.
Summary
Have a play with the App Designer if you haven't done so already. It's really cool and it's changed the user experience as you can now personalize it based on their role and their daily interactions with Dynamics 365. You can create a custom Welcome Page and the new Site Map Designer features of copying and pasting will be handy when replicating the same entities in another Area.
I do like the new WYSIWYG View Designer and I think it's a teaser of what else is coming in terms of making it easier to configure and customize in Dynamics 365.
Whenever I do testing for Dynamics projects, I tend to do it in the context of the user of the user story. When testing as the user role, you're ensuring that the acceptance criteria of the user story has been met. Usually with Dynamics Portals there will be Web Roles that are created and assigned to portal users as there can be more than one user role interacting with the portal.
The behaviour that follows when testing in Dynamics Portals is to often delete test records or tweak a user experience by changing a configuration and repeat the testing steps. With Dynamics Portals, you browse to a particular page that allows you to clear the cache so that the latest changes can be in-sync with Dynamics 365. However sometimes you see a blank page. This use to confuse me when I did my testing when I first transitioned from Adxstudio Portals to Dynamics Portals.
Wondering why? This is what I explain in my quick tip vlog. Check it out.
Summary
As seen in my vlog, if you browse to https://yourportal.microsoftcrmportals.com/_services/about you may encounter seeing a blank page. This is because you're logged in as a portal user that does not have the administrator web role due to testing in the context of the user of the user story. Simply either log in as a user with the Dynamics Portals administrator web role or temporarily assign the administrator web role to the user you are testing as and immediately remove it afterwards.
Thanks for checking out my quick tip. Till next time, toodles.
