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Microsoft Dynamics CRM (Archived)

Brand layout depending on URL or Login

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Posted on by

Hi,

We are doing a sales pitch for the Dynamic CRM for Portals. The thing is that CRM instance contains the administration for multiple customers/brands. We would like to create a customer portal and show a different layout depending on the Url.


Do we need to setup multiple portals? Or is it possible to create one portal and show a different layout based on the URL? What is best practice?

Kind regards,
Jeroen van Gent

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  • kphenix Profile Picture
    4 on at

    It depends how different you want everything to be. You can have multiple portals working from the same instance of Dynamics (But not multiple instances working with one portal). If you have multiple portals you have - To pay for each one

    - custom look and feel on each

    Apart from that you can

    - Use JavaScript to alter things based on URL - really not a good way to do it.

    - Use Liquid to display different HTML based on input (webrole) / page url

    {% if current_page == THIS_PAGE or current_page == THAT_PAGE %}

     wrap HTML in here

      {% endif %}

  • Suggested answer
    Alan Mervitz Profile Picture
    295 on at

    There are a couple different options you could use,

    1. Designate separate hierarchies of the portal to the different customers/brands, and upload a CSS file as a web file at the top of each section. The CSS file will automatically be rendered on pages inside the parent web page the CSS file was uploaded to.

    Home
       > Customer 1 Home Page
                            > Customer 1 Branding CSS Web File
                            > Customer 1 Content Page
       > Customer 2 Home Page
                            > Customer 2 Branding CSS Web File
                            > Customer 2 Content Page

    2. As alluded to by kphenix, use conditional logic with Liquid and inspect one of the Liquid objects to choose a <style> element to render, such as request, sitemap, or user.

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