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MS CRM Portal for On-Premise

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Posted on by Dhruv Thakkar

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

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Rawish Kumar 13,758 on at

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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.

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Dhruv Thakkar 10 on at

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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.

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Bipin D365 28,983 Moderator on at

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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

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Dhruv Thakkar 10 on at

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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.

Nothing get populated in about screen as well.

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Rawish Kumar 13,758 on at

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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.

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Anthony Dong on at

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

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Dhruv Thakkar 10 on at

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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.

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Dhruv Thakkar 10 on at

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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

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Rawish Kumar 13,758 on at

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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.

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Dhruv Thakkar 10 on at

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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.

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