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D365 Customer Service Portal - Sign In Page as Home Page

Posted on by 260

Hi All, 

Im looking to have the sign page as the home page.

Any ideas on how this can be set up?

Ive tried a redirect from / to /SignIn with no luck.

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  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: D365 Customer Service Portal - Sign In Page as Home Page

    Hi Martin,

    Answer Q1 - No you don't have to.  It's optional.  Only thing to remember is that not to add Web Page Access Control Rules for special pages (root (/), login, access denied, page not found, and error page).  If you do, the portal will break.

    Answer Q2 - Actually, you don't even need the Entity Form.  You can directly add Custom JavaScript to the Web Page itself.  If you open the web page record and scroll down, there's the "Advanced" tab.  There are two areas where you can add custom JavaScript and CSS.

    Other thing to mention is the use of Liquid.  You can use Liquid statements inside the Copy (HTML) field of the web page.  This may be useful in figuring out if the user is logged in or not.

    {% if user.fullname == 'Dave Bowman' %}

     Hello, Dave.

    {% endif %}

    community.adxstudio.com/.../liquid-templates

    Unfortunately, there's no simpler way that I know of.

  • Martin McG Profile Picture
    Martin McG 260 on at
    RE: D365 Customer Service Portal - Sign In Page as Home Page

    Hi Nadeeja.

    Thanks for your reply.

    Being new to CRM & the portal, I have a few questions.

    On the 2 points.

    1. By "secure all pages", do you mean that all pages should only be accessible to logged in users? Is there a reason for this?

    2. "Simple Entity Form", how should I configure the the entity form for the required field of "Entity Name"?

    Ideally I want to have the home url with the sign in form that you find on the SignIn page.

    Is there not a simpler way to set the root of the site to be the SignIn page?

    Thanks

    Martin

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: D365 Customer Service Portal - Sign In Page as Home Page

    Hi Martin,

    Answer has two parts.

    1. You should secure all pages except root (/), login, access denied, page not found, and error page using Web Page Access Control Rules

    community.adxstudio.com/.../web-page-access-control-rules

    2. Add a simple entity form on the root (home) page and add JavaScript to check if the user is logged in or not and then redirect the user if they are not.

    community.adxstudio.com/.../custom-javascript

    stackoverflow.com/.../how-do-i-redirect-to-another-page-in-javascript-jquery

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