Customizing Dynamics Portal Profile Page

PART 1: DEMYSTIFYING DYNAMICS 365 PORTAL PROJECTS - PART 1 PLANNING & ANALYSIS
PART 3: DEMYSTIFYING DYNAMICS 365 PORTAL PROJECTS - PART 3 ENTITY FORMS, ENTITY LISTS

In the part 1 of the series, I shed light on some of planning and analysis activities involved in a Portal project. From this part, I will be writing about some common portal project requirements and the way I have addressed those requirements.

Site Settings

One of the most basic portal configurations happen in Site Settings. Site Settings contain some global configuration used by portal framework. The complete list of portal site settings can be found here. However, there are some settings are deprecated since this link is taken from ADXStudio product and there are some settings that you will not find in the given link and I am listing down those settings in the below table:

Dynamics Portal Profile page

Customising Profile Page

Scenario

1. The mobile phone on the profile should be in the format xxxx-xxx-xxx
2. The profile page should be editable if the contact has NO active cases
3. The profile page should be read-only if the contact has active cases

Implementation

1. Deactivate the existing Profile web page
2. Create a new Entity Form called "Editable Profile Entity Form" interfacing "Profile Web Form" in Edit mode
3. Create a new Entity Form called "Read-only Profile Entity Form" interfacing "Profile Web Form" in Read-only mode
4. Create a new Web Template called "Profile Web Template" - We will talk about this template in details later
5. Create a new Page Template named "Profile"
6. Open the Profile Page template and set the following values
   1. Type=Web Template
   2. Entity Name= Web Page (adx_webpage)
   3. Web Template = Profile Web Template (created in the step 4)
7. Create a new Web Page named "Profile".
   1. The profile page's partial URL must be "Profile"
   2. Set the parent page to "Home".
   3. Set the Page Template to the Profile Template (created on the step 6)
8. Open the Profile Web Template and add the following liquid template:

{% block breadcrumbs %}
{% include 'Breadcrumbs' %}
{% endblock %}

{% block title %}
{% include 'Page Header' %}
{% endblock %}

{% block aside %}
{%include "side_navigation_portal" %}
{% endblock %}

<div class="col-sm-8 col-lg-8 left-column">
{% block main %}
{% endblock %}
</div>

{% fetchxml my_query %}
<fetch version="1.0" output-format="xml-platform" mapping="logical"returntotalrecordcount="true" distinct="false">
<entity name="incident">
<attribute name="name" />
<attribute name="status" />
<attribute name="createdon" />
<filter type="and">
<condition attribute="parent_contact" operator="eq" value="{{User.Id}}" />
<condition attribute="status" operator="eq" value=0 />
</filter>
</entity>
</fetch>
{% endfetchxml %}

{% if my_query.results.total_record_count > 0 %}
{% entityform name: 'Read only - Profile Entity Form' %}
{% else %}
{% entityform name: 'Editable - Profile Entity Form' %}
{% endif %}