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Customer experience | Sales, Customer Insights,...
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MS CRM Portal for On-Premise

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Posted on by 10

Hello,

I have configured On-Premise Customer Portal, which came with no data configuration and hosted it on IIS.

I have configured the Entity List page but it not get populated.

Can someone provide the steps of configuring Entity List?

Thank you,

Dhruv Thakkar

I have the same question (0)
  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

    Hi Dhruv,

    An entity list is always associated with a view in dynamics. Could you please verify if that view populates data in dynamics itself first?

    Also, if its a custom entity, you will have create entity permissions for that entity & assign the web roles to it.

  • Dhruv Thakkar Profile Picture
    10 on at

    Hi Rawish,

    Thanks for the reply.

    I have checked and my CRM view has enough data and I have also given the entity permission to my custom entity but still entity list is not getting loaded.

    Below is the screenshot for your reference.

    pastedimage1599201984556v1.png

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Can you try IISRESET and check if it works.

    Also, try clearing cache see below article.

    docs.microsoft.com/.../clear-server-side-cache

    Please mark my answer verified if i were helpful

  • Dhruv Thakkar Profile Picture
    10 on at

    Hi Bipin,

    Thanks for the reply.

    I have also tried IISRESET but no luck with that also and when I use this link to "<portal_path>/_services/about", I got below result.

    pastedimage1599204308289v1.png

    Nothing get populated in about screen as well.

  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

    Hi,

    Looking at the above screenshot, its clear your user does not have admin role or its not taking effect.

    <portal_path>/_services/about - when you browse this if you are logged in , in the same browser it should give you a button to clear cache.

    could you please check your portal user ( contact) has admin role assigned ?

    and that role is associated to entity permissions as well.

    Also, the way you did IIS reset - try to stop & then start the portal website and login -> browse this page again.

  • Anthony Dong Profile Picture
    Microsoft Employee on at

    Hi, you may refer to this link www.inogic.com/.../

  • Dhruv Thakkar Profile Picture
    10 on at

    Hi Rawish,

    When I navigate to Register tab, I don't find any field controls for registration.

    Can you please help me with this, so I can register user(contact) and assign role to it.

    pastedimage1599212510694v1.png

  • Dhruv Thakkar Profile Picture
    10 on at

    Hi Anthony,

    I have assign entity permission as per blog details, but still entity list grid is not loading.

    I have attached screenshot for your reference 

    pastedimage1599213043647v2.png

  • Rawish Kumar Profile Picture
    13,758 on at

    Dhruv, This is really weird.

    Could you please try Microsoft Edge browser(Incognito).

    Alternatively you can create a contact in CRM with the email address and click on send invitation(from within contact record ribbon) from there. Once you have received that token - you just have to click on redeem invitation.

  • Dhruv Thakkar Profile Picture
    10 on at

    Hi Rawish,

    I have send the invitation for contact and redeem the code, but still cannot see the entity list grid on Page.

    Also don't find any field under Sign in tab.

    I have configure On-premise portal, So Do I have to configure anything extra for to make this running because on-premise portal came with zero data configuration.

    Below are the screenshot for your reference.

    pastedimage1599226260139v1.png

    pastedimage1599226274432v2.png

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