Dynamics Event Portal

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Posted on by Abhilash_Reddy

Hello All,

We are about to customize the Default Event Portal, since i am new to this not sure on few things, could you please help me on below questions

1)Is there any way to take backup of the portal, so that if it crashes we can re install it, there is an option "Reset the Portal" in the power admin center, can we use it?

If we reset the portal the previous customizations will be lost, can we take the event portal as solution? i am not sure it is possible

2)While hosting the Event Portal on Dynamics 365 do we need to specify the connection string in the

function Connect-ToCrm()
{
[System.Net.ServicePointManager]::SecurityProtocol = [System.Net.SecurityProtocolType]::Tls12
return Get-CrmConnection -InteractiveMode
}

Kind Regards

Abhilash.

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Abhilash_Reddy 90 on at

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Also wanted to know what are the best practices to be followed when deploying the event portal customization to production.

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cloflyMao 25,210 on at

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Hi Abhilash,

1. "Reset the Portal" will delete all the hosted resources associated with it and then we need to connect the portal to Dynamics again by running Setup Wizard.

Therefore, the recommended way to revert changes is to download sample event website and upload them to Event Portal to overwrite existing customizations.

Manually overwriting a sample event website (Dynamics 365 Marketing Developer Guide) | Microsoft Docs

2. InteractiveMode will show a prompt window to us to enter username and password to connect to Dynamics, of course we can also use connection string.

(But from my test, it seems that connection string with only username and password is being not supported recently, we may need to register an AAD application for authentication.)

Alternatively, we can use Credential to enter username and password in console.(By running the script in VS with PowerShell extension enabled.)

Use PowerShell cmdlets for XRM tooling to connect to Microsoft Dataverse (Dataverse) - Power Apps | Microsoft Docs

function Connect-ToCrm() { [System.Net.ServicePointManager]::SecurityProtocol = [System.Net.SecurityProtocolType]::Tls12 $Cred = Get-Credential return Get-CrmConnection -Credential $Cred -DeploymentRegion APAC –OnlineType Office365 –OrganizationName "crm123456" # return Get-CrmConnection -InteractiveMode }

3. Before deployment customized files to production, the best practice may be doing fully test on your local machine.

Or you could host event website on your own server to review and evaluate.

Regards,

Clofly

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Abhilash_Reddy 90 on at

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Hello Clofly,

Thank you for the detailed explanation.

Regards

Abhilash.

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Abhilash_Reddy 90 on at

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Hello Clofly,

Downloading sample event website is the one from the below link?

docs.microsoft.com/.../event-management-web-application

If yes, download the latest website and run the script DeployToDynamics365Instance.ps1

I am bit confused on the Event Portal Data? what is this used for? I can see a zip file with various versions to download, after downloading this zip file we need to import them or use configuration tolól?

Do we need to use Event Portal Data or Event website script to overwrite the changes?

Also when we are about to deploy the customized event portal to production then we have to run the script DeployToDynamics365Instance.ps1 with production apiendpoint? or is there any way to perform this?

Kind Regards

Abhilash

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cloflyMao 25,210 on at

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Hi Abhilash,

Files in below link are for customization:

Event management web application overview (Dynamics 365 Marketing Developer Guide) | Microsoft Docs

While files in below link are for overwriting customization:

Manually overwriting a sample event website (Dynamics 365 Marketing Developer Guide) | Microsoft Docs

1. Therefore, the link you posted is right, we download sample website of from the link 1 and run the ps1 to deploy customization.

Event Portal Data: they are web pages, web templates, and web files in Event Management app, and used for rendering event pages and marketing pages.

We only need zip files of the second link when we want to overwriting any customization.

2. As far as I know, the ps1 script is the fastest way to deploy customized contents, because there will be many files in output folder after the event website is built,

the files need to be uploaded have been stated in the script, which will make the deployment process to be automatic.

However, as what we can see in source code of the script, in general, only 5 files(4 es files and 1 css file) would be updated in each time customization.

While other files are font files and language translation files.

I am not sure whether there is other way to deploy customization, but the script way is recommended by documentation: due to upload files manually may causes accessibility issues.

Dynamics 365 Portal hosted custom event website (Dynamics 365 Marketing Developer Guide) | Microsoft Docs

(Actually I once tried to upload files manually: by deleting existing web files and uploading corresponding new complied files, then it threw error when I opened my Event Portal.)

Regards,

Clofly

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