Entity List Part 1: Creating Entity List

The Entity List is a data driven configuration that grants the ability to expose Dynamics 365 records on a portal.

This allows users to display Dynamics 365 views in their portal website with the ability to filter the record as well as sort it based on configuration.

Adding Entity List:

To add an Entity List, log into Dynamics 365 with a user who has sufficient permissions, then navigate to Portals > Entity List and click on New. Choose the Entity for which you want to render the list. Choose one or more views you want to render.

Displaying Entity List in Portal:

Browse to the portal site as an Administrator. Select “New” on Content Editor and select “Child Page”. Mention the name of the Web Page. The parent page can be changed based on requirement. By default, the partial URL will be the same as the name of the page. This can be changed.

The page template can be selected based on requirement. Select the Entity List created in Dynamics 365 and Save the record. This will create a new web page and will associate the web page with the Entity List. When we click on “Save” button , the newly created web page will load with the Entity List.

Adding a View Details Page

By constructing the “Web Page for Details View” lookup to an Entity List, the details of a record listed in the grid can be viewed as read-only or edited depending on the configuration of the associated form/page.

Each record listed in the Entity List will become a hyperlink to the detail page. The link will contain the Query String Parameter with the ID of the record. The name of the parameter will be defined in Entity List. In order to create a Detail View, The Entity Form needs to be created.

The Entity Form is configured with the same Entity Name as the Entity List. Select the “Form Name” and the “Tab Name” you want to display on the Details View Page. The Mode can be  read-only/Edit based on the requirement. The Record Source type will be Query String and the Parameter Name will be the same as mentioned in the Entity List settings. Once the Entity Form is created, it needs to be associated with the Web Page.

Once the Web Page is created and associated with the Entity Form, we need to associate the Web Page with the Entity List. For adding the page, Web Page for Details View lookup can be used to select the Web Page that needs to be associated.

Once the Entity List is saved, the portal Page will display each record with the Hyperlink.

Clicking on the hyperlink will open the record in Detail View of the form selected in the Entity Form. The URL will contain the ID of the record which is passed to the Detail View page to render the record.