Creating a separate web portal which manages custom entities inside dynamics365 - dynamics-crm

I have an assignment which manages some custom entities of dynamics365 sales application. Is it possible to create a separate web application which resides in dynamics365 sales portal?
The web portal will have 5 to 6 menus and various forms with edit update delete, paging, sorting, searching. All the operations will be done in custom entities of the dynamics365.

Too broad. Possible.
for web application - Need to do custom development using metadata messages in SDK. Can host it separately.
https://msdn.microsoft.com/en-us/library/gg509014.aspx
Inside crm portal - this is not a typical requirement inside portal solution, so am doubtful. But still Asp.net page template is not available like adx in 365 yet.
https://readyxrmblog.wordpress.com/2017/03/14/liquid-markup-in-dynamics-365-portals-part-1-hello-world/
Other possibilities:
If we want to go with custom code inside webform: similar discussion
My wild guess - May be you can go with navigation link for your web app from portal.

Related

Is there a API endpoint to share elements (files, items, sites, ...) with other users in Sharepoint online and on-premise via REST API (in C#)?

I am required to create a share feature (like the one in Sharepoint or OneDrive) for documents, items and folders, for Sharepoint online and on-premise, in a Xamarin app.
What I have:
Sharepoint REST API.
Xamarin app connected to a Sharepoint online and on-premise server.
Sharepoint content is available in Xamarin app and user can select the option Share item which I have to implement.
What I need:
The logic to implement to be able to create the shareable link and actually share it like the Sharepoint website online does it (check screen shot).
#Mohamed Aloui,
You could have a try the below endpoint to create a sharing link:
/_api/Web/Lists/GetByTitle(‘Documents’)/Items(1)/sharelink
or
/_api/web/GetFileByUrl(#v)/ListItemAllFields/ShareLink?#v='/sites/testsite/Mylib/test.txt'
You can get an example through F12 tool:
Below is a tutorial blog and a similar thread, you may take a reference:
How to create a shared link with an expiration date for the item of OneDrive For Business via Rest API?
https://learn.microsoft.com/en-us/answers/questions/84801/calling-the-sharelink-sharepoint-rest-api-endpoint.html
BR

Add cart functionality to API or to Client?

I am creating an e-commerce API using the Django Rest Framework. The API will handle the following areas:
Databases
User Registration
Permissions
Orders/Payments
There's still one area in which I'm not quite sure how to implement in my project. It's the cart functionality. Would it be better to implement it on the client-side (ex: React/Ember) or on the server-side (i.e. API)?
One scenario that confused me is if the user is logged in in different platforms (ex: Website and mobile app). I want the user to have the same cart on mulitple platforms.
In that particular use case, if you want cart persistence then it must be backend. The reason for this is one being able to have a single source of truth. The phone app and the web app cannot talk to each other unless they have some sort of "common ground" between them.
That's where the API comes in. It will allow both ends to speak to each other by having the API as the single source of truth. See my terrible diagram for a visual.

Calling Dynamics CRM Rest API from PCF component, Embedding in Model-Driven App

We are working on a Canvas app that allows user to perform bulk operations such as assigning roles to users, manage privileges, etc. For this, we created a custom connector at the PowerApp that calls the Dynamics CRM Rest API to perform various operations using swagger JSON. The Azure AD tokens have been used for authentication.
To avoid various UI limitations and challenges, we are now planning to switch to model-driven app. Two questions:
1. How can we create a PCF component that consumes/call aforesaid Dynamics CRM rest API?
2. How to embed this component on Dynamics CRM model-driven app, so we can use them in Model-driven apps?
How to embed this component on Dynamics CRM model-driven app, so we can use them in Model-driven apps?
If you decided to use PCF as your component instead of web resource, better know the limitations. PCF control can be rendered either as a field control or dataset control which means you are going to replace the textbox or subgrid into something else for visualization.
Documentation says:
- Replace a field that displays a numeric text value with a dial or slider code component.
- Transform a list into an entirely different visual experience bound to the data set like a Calendar or Map.
How can we create a PCF component that consumes/call aforesaid Dynamics CRM rest API?
If it’s web resource, we will simply utilize Xrm.WebApi for calling crm web api within HTML/ js webresource in same context.
If it’s PCF, still crm context will support you like this:
this._context.webAPI
.retrieveMultipleRecords(TSWebAPI._entityName, queryString)
.then(........
Learn more: Code Reference
Good thing with both of these approach is, no need of extra authentication or token. As they are running inside CRM, current user context will be used. If you want to impersonate some privileged service account for role assignment, it’s possible too using web api header.

In Dynamics 365 with Unified Interface, could I create a manged solution to customize the Sales Hub App?

Context: this is for an ISV that sells extended Lead information. we have created web resources ( HTML , javascript) etc that will fetch the data from our REST API and render it in our HTML. I want to put a tab on the lead details page to render this data. Our mangaged solution was working for the class "web" interface version but now our users prefer to use the Sales Hub app.
My understanding is that the sales hub app is itself a managed solution. So I am wondering if it is possible to customize the pages on this app.
when I had posted this question , I did not know much about dynamics 365. after some trial and error, I have found that when a custom solution includes a entity form .e.g contacts form and has customization for the form, that customization will appear in the sales hub app.

MVC WebAPI with SPA

I am new to the WebAPI. I have 4 entities:
Location
Service
Item
Application
I have read several WebAPI tutorials. They all seem to have CRUD methods in each API Controller that deals with single entity. One functionality that I need is to simulate cascade dropdown and cascade update where Location determines range of Service. Each Service determines list of Service Item. Each Item may be used in a list of Application. The question is
Do I create 4 API Controllers with CRUD methods?
I need all 4 objects on one form as List Boxes that allow multi-selection.
Along side the 4 List Boxes, how to show a list of combination of selected value that are saved to a database table?
Which javascript library or framework is the best for SPA (Single Page App)? I am currently leaning towards Backbone.js and HotTowel.js.
Thank you.
You could expose your service as an OData service. If you wish to support filtering, then you should use the separate OData NuGet package, and develop your controllers. In this case four controllers would suit.
Then, you can use a client side rich data library such as breeze.js to make building requests to the OData service straightforward. You would then use an MV* client side framework to provide two way bindings between the client side view models and the UI elements.
Hot Towel isn't a JavaScript library, it's a Visual Studio extension which allows you to create a new project as a starting point for your SPA. The template requires Visual Studio 2012 and the ASP.NET Web Tools 2012.2 update.
It uses breeze.js, Knockout.js for the binding, and Durandal.js for navigation, life cycle, and view composition.

Resources