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Customer experience | Sales, Customer Insights,...
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D365 Portal Cache Issue - Change Tracking

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Posted on by 10

We have created a custom entity “Portal Contact Token” and enabled the OData feed for the same on the portal to retrieve the data from this entity. We have enabled “Change Tracking” for this entity from the customization.

The problem we are facing is that the OData feed does not retrieves live data from the CRM. This works intermittently where it brings live data on every OData call, but this happens only for a short duration. Then it gives the same result every time, even after we have updated the records in the CRM. The data is refreshed when we clear the portal cache, however this is not a suitable solution since it gives updated data only once, and clearing cache is not a viable option.

We are expecting this OData feed to return us live data every time we hit the OData URL for the “Portal Contact Token". I also tried exposing the entity list for this entity, however the entity list also does not show the data in real time.

After looking for possible fixes and some research, I came across a documentation (please see the screen attached) and I'm slightly confused as to what is the relevance of "Change Tracking" feature and if it is possible to view real time data from the CRM in the portal?

pastedimage1588835199568v1.png

  • vennugopal Profile Picture
    vennugopal 5 on at
    RE: D365 Portal Cache Issue - Change Tracking

    Hope you're issue is resolved by now, if not then I have a solution for you. Don't use OData feed, instead create a web template fetch in liquid and add created on filter on or before now. using this fetch generate a JSON via liquid, create a web page with some partial URL and use this web template. Don't forget to exclude the header and footer. you'll get your real-time response. The key here is to add a variable parameter in fetch which brings fresh results every time rather than cached results.

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    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: D365 Portal Cache Issue - Change Tracking

    Have you clicked on "Enable change tracking for an entity" link? this might guide you how to do that

    you need to go to the solutions (classic editor via CRM interface, not via make.powerapps)

    open your entity and enable tracking

    this might help with your issue, caching SLA is 15min, but microsoft claims that the cache is refreshed pretty much usually in less than 5 min

    another thing you can try is querying your oData with a "different" filter every time

    for example "name != timestamp"

    your timestamp being the current date with milliseconds, this will make sure every time you are querying the data you have a different filter criteria

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