Dynamics 365 Portals customizations

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Posted on by Varsha Naithani

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Hi All,

I am a newbie to Dynamics 365 Portals. I am trying to Customize the home page of dynamics Portals.but I am not sure how much customization I can perform on the page or Portals.

Can I add another form on the same page where we can see the Profile of a new user? or can I modify the sample pages area of the page and add form under the Sample Pages. Any suggestion would be helpful.

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Shahbaaz Ansari 6,211 on at

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In your Contact entity there's a new form, Profile Web Form. You can add/remove fields from there.

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gdas 50,091 Moderator on at

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Hi Varsha ,

Please have a look below reference -

docs.microsoft.com/.../get-started-portal-content-editor

docs.microsoft.com/.../create-expose-portal-content

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Justinjose 2,707 on at

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Hi Varsha,

You can add another form on the same page where we can see the Profile of a new user. Depending on the requirement you might need to use liquid template to add entitylist and entityform. Home page is web template and you can view it in the web template list.

Thanks

Justin Jose

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Varsha Naithani 225 on at

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Hi Joe,

Thanks for your response. can u tell me how can I show/hide Entity forms based on Fields selection? or how can I show/Hide Navigation bar tabs based on the selection of field values?

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Justinjose 2,707 on at

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Hi Varsha,

for example

// Getting Value from Account Entity {% if account %} // check field name {% if account.name =="consoto" %}
{% entitylist name:"My Entity List" %} Loaded entity list {{ entitylist.adx_name }}. {% endentitylist %}
{% else %}
{% entitylist name:"My Entity List two" %} Loaded entity list {{ entitylist.adx_name }}. {% endentitylist %}
{% endif %}
{% endif %}

Thanks

Justin Jose

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AnkitSinghal 256 on at

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Hi Varsha,

You can use JQuery of this.

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