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Microsoft Dynamics CRM (Archived)

Show Custom Entity View in Dashboard In Portals

Posted on by 6,203

Hi All,

I want to show Custom entity view on Dashboard in partners portal . How can I achieve this?Like below by default there is Distributed Opportunity View i want to show custom entity view.

3771.announcement.PNG

Best Regards,

Shahbaaz

*This post is locked for comments

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Show Custom Entity View in Dashboard In Portals

    Hi Aprit,

    I was passing the Entity Schema "new_announcement" name that was wrong, i passed "KEY" from Entity list.

    That resolved the issue.

    Thanks,

    Shahbaaz

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Show Custom Entity View in Dashboard In Portals

    I think this code should have worked:

    <div class="col-md-8 small" data-entitygrid-layout="compact">

        {% include "entity_list" key:"new_announcement" %}

      </div>

    Could you please check with different Entity List? If it works, but not working with only 'new_announcement', then there might be some issue related to permission with this Entity List only. Also, try to show the 'new_announcement' Entity List on separate page by associating it with webpage.


    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

     

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Show Custom Entity View in Dashboard In Portals

    Hi Arpit,

    I also tried below code,

    <div class="h4">Comments</div>

    <ul>

    {% entitylist key: page.adx_entitylist.id %}

    {% entityview logical_name: 'new_comment' name:'Partner Comment' %}

    {% assign records = entityview.records | order_by: 'createdon', 'desc'%}

    {% for item in records %}

    {% assign posteddate = item.createdon | date: "M" %}

    {% assign formatteddate = posteddate | prepend: "<span>" | append: "</span>" %}

    {% assign message = " — " | append: item.new_comment %}

    {% if item.new_link %}

    {% assign a = item.new_link | prepend: "<a href='" | append: "'>" %}

    {% assign message = message | prepend: a | append: "</a>" %}

    {% endif %}

    <li>{{ formatteddate | append: message  }}</li>

    {% endfor %}

    {% endentityview %}

    {% endentitylist %}  

    </ul>

    </div>

    Refer : community.dynamics.com/.../dynamics-365-portals-liquid-templates-part-2-retrieve-data

    Best Regards,

    Shahbaaz

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Show Custom Entity View in Dashboard In Portals

    Thanks Arpit for the response, yes i have checked that,

    Below is the div that is default Microsoft is using to show Managed Opportunity that i have highlighted in above screenshot, similar way i have custom entity "announcement" that i want to show, so i tried to put Div in Dashboard web template, but it is showing blank,

    ************Managed Opportunity Div***********************************

     <div class="col-md-8 small" data-entitygrid-layout="compact">

         <!-- Managed Opportunities -->

         {% include "entity_list" key:"managed-opportunities" %}

       </div>

    **************************************************************************

    ************Custom Entity Div**********************************

     <div class="col-md-8 small" data-entitygrid-layout="compact">

         {% include "entity_list" key:"new_announcement" %}

       </div>

    **************************************************************************

    Thanks,

    Shahbaaz

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Show Custom Entity View in Dashboard In Portals

    Hi Shahbaaz,

    There is one web template with the name dashboard which you can find under web templates (Portals > Web Template). I expect there must be some configuration there to change the View/Entity List Id

    I don't have Partner Portal installed at my end, so I cant check and tell you the exact configuration.


    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

     

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