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we have on premise 2015 mscrm application with adxstudio portal 126.96.36.199.
We have a requirement to show the custom notification messages on the home page if any of the notification message is related to logged-in user.
we are planning to create some custom activity type entity where we capture the last date to show the notification and the related portal user and notification message.
can we customize the home page to show the notification in on load by pulling from the above entity?
if yes, ow to customize the home page? is there any adxstudio OOTB control?
Some possible options could be to create an entity list and show that entity list under hope page (you can set entity list in Home web page) for your notification entity, further a details page for the notification entity which can bind to the entity list of this entity, so when user will click it will open this page. Another option could be to use a webtemplate for your home page and customize it using liquid and java script.
Hope it will help.
Hi Mahi, Can you confirm the below:
Approach 1: OOTB entity list configuration on the home page, but user has to manually clcik the record to see notification message in detail
Approach 2: Use Liquid +java script to show notification on home page
Approach 3: Can we customize home page with custom home.aspx
if any other options, please let us know.
Yes, I can think of these options at this point maybe others can have some more ideas, actually customizing home page gives you lot of flexibility.
Correct me if my understanding is wrong,
1) you want to customize adx portal Home page - Yes you can do this (if you are using customer portal you can find the home page under Areas\Customer\Pages\ Home.aspx)
2) To show login user notifications you can achieve this in 2 ways
b) As below suggested you can place a custom button (Refresh button) click you can query data from CRM and show it on home page.
If you are using CRM portals I will suggest you to use liquid template code on Home web template , Since you are using ADX portal and Organization context is available , you can go ahead with liquid / regular expression / Fetch xml code , please let me know if you need sample code snippet.
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