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Summit Australia 2019 - PowerApp Portals - Andrew Ly & Lachlan Wright
Summit Australia 2019 - PowerApp Portals - Andrew Ly & Lachlan Wright
Speaker
Andrew Ly
KPMG Associate Director
Lachlan Wright
KPMG Senior Consultant
Objective of this Session
• Give you a run down on PowerApp Portals
• Get you building your first a PowerApp Portal
• Best practices on PowerApp Portal
Introduction to
PowerApp Portals• “Just The Basics”
What is PowerApp Portals
• Latest Iteration of Microsoft Portals Solution
• Enabled Self Service Scenarios
• Pre-packaged Template Websites
• Fully Integrated with CDS
• Extensible via Code (Javascript, CSS, HTML5, Liquid)
History
Create
ADXStudio Portals
for Dynamics CRM
ADXStudio
Founded 1998
ADXStudio Acquired by
Microsoft 2015
ADXStudio Portals
rebranded to Microsoft
Portals
One Time Release of
Portals Source to Github.
Community Edition
Adoxio extend
Community Edition &
Introduce Velocity.
PowerApp Portals in
Preview
What PowerApp Portals Is Not
From Microsoft Portals to PowerApp
Portals
Portal Architecture
• “Just The Basics”
Portal Architecture
Azure
Authentication
Internal Users
(via PowerApps License)
Anonymous Access
(Page Views)
External Contacts
(Contacts)
PowerApp Portals
Azure Web App
Azure B2C
Authentication
Azure Application
Insights
Common Data
Service
User Access
Presentation
Technology
Authentication
Contact
Authentication
Provider
Azure B2C Azure AD
External
Authentication
Provider
Deploy Your First
Portal• “Just The Basics”
Provisioning a Portal
Request New
Portal from
PowerApps
Web App
Provisioned
Managed
Solutions
Installed
Website
Records
Created
Website
Available
Portal Structure
Your Portal
(e.g. Customer Self
Service)
Content Snippets
Entity Forms
Entity Lists
Web Files
Web Forms
Web Pages
Web Templates
Editable content (html or text)
Data collection forms
Exposes Records
File collection (i.e. CSS, Jscripts, Images) stored
As notes
Are like Entity Forms but with logic
(branching and multi-step navigation)
Configurable web pages
Provides layout information
IT Pro Editing Options
• “Just The Basics”
Option 1 – New
Portal Editor
New Portal Editor
Option 1 – New
Portal Editor
Option 2 – Portal
App (Model)
Direct Editing
Option 1 – New
Portal Editor
Option 2 – Portal
App (Model)
Option 3 - Portal
Code Editor
Portal Code Editor
Styling Your Portal
Summit Australia 2019 - PowerApp Portals - Andrew Ly & Lachlan Wright
Summit Australia 2019 - PowerApp Portals - Andrew Ly & Lachlan Wright
Framework for Front End Design
Bootstrap v3.3.6 Framework for responsive web design
JavaScript Client side scripting
Liquid Templates Surfacing Dynamic content
{% if user.fullname == ‘John Doe' %}
Hello, John.
{% endif %}
How your users
experiences portal
HTML
CSS
Adding CSS
/* Aly - Import your fonts */
@import
url('https://fonts.googleapis.com/css?f
amily=Permanent+Marker’);
Register your Font in Theme.css File
.navbar-static-top.navbar-inverse {
background-color: #0b68ae;
border-color: transparent; }
.homelink, a.homelink:hover,
a.homelink:focus {
font-family: 'Permanent Marker',
cursive;
color: #fff;
text-decoration: none; }
Modify theme.css
Modifying CSS
Modifying Web Templates
<div class="navbar navbar-inverse navbar-static-
top" role="navigation">
<div class="container">
<div class="navbar-header">
...
</div>
<!-- Secondary Navigation -->
<div class="secondnav">
<div class="container">
{% editable snippets 'Second
Nav' type: 'html' %}
</div>
</div>
Modify “Header” Web Template
Modifying Web Templates + CSS
.secondnav {
background-color: #1a355e;
border-top: 1px solid #98a2ae;
padding: 8px;
text-align: right;
}
Add to theme.css
Adding HTML to Content Snippet
<img src="/SM_Email.png" height="30px"
alt="Email us">
<img src="/SM_Facebook.png" height="30px"
alt="Find us on Facebook">
<img src="/SM_LinkedIn.png" height="30px"
alt="Find us on LinkedIn">
<img src=“/Twitter.png" height="30px" alt="Find
us on Twitter">
Add to “Second Nav” Content Snippet
Adding a Custom Control via Content
Snippet
<div id="chartdiv"></div>
<!-- Resources -->
<script src="/charts.js"></script>
<script>
// Themes begin am4core.useTheme(am4themes_dark);
// Create chart instance
var chart = am4core.create("chartdiv",
am4charts.PieChart);
// Add data chart.data = [
{ "Track": "D365CE/CRMnFunctional",
"Sessions": 8 },
{ "Track": "D365CE/CRMnTechnical",
Add to Javascript Content Snippet”
Adding Liquid Code
{% powerbi authentication_type:"AAD"
path:"https://app.powerbi.com/groups/me/reports/9
b9f4d55-999b-999b-bd21-
99999e2e2c8e/ReportSection" %}
Add PowerBI report to Content Snippet
PowerBI
SharePoint Integration
Enabling SharePoint Integration
SharePoint added as a List Control on
Form
Add Permission to Web Role
Top #5 Customisation
Tips
LOGO NAVIGATION
SLIDER
HIGHLIGHT INFORMATION PANE
OFFERING OFFERING OFFERING
INFORMATION PANE
OFFERING OFFERING OFFERING OFFERING
FOOTER
SOCIAL LINKS
Portal Best Practices
Staging Entities
• Pros
• Auditing
• Write to Multiple Entities
• Keeps Plugins and Workflows
off core entities
• Keeps Web Forms off entities
• Flexible security
• Cons
• Maintenance and Overhead
• Good for write but not for read
Staging Entity
(i.e. Applications
Entity)
Core Entities
(i.e. Contact)
Core Entities
(i.e. Incident)
Plugins and
Workflows
Workflows
• Avoid Real Time Workflow and
Plugins
• If Staging, Create the end record
in the closest to final stage as
possible
• You should use child workflows
(reusability)
Deployment Strategies
• Bad:
• Recreate all portal records in other
environments
• Ok:
• Configuration Migration tool within
CRM SDK
• Better:
• Portal Records Mover within XRM
Tool Box
Tips and Tricks
• Care about performance
• Azure Application Insights
• Avoid ‘computing’ in Dynamics
• System Forms, System Views. Use the
description field!!!
• Don’t break it but if you do: Clear the
cache, restart and reset are available
options
You can have multiple portals
Portal Checker
Tip for refreshing your cache
Tip for Dealing with Javascript Libraries
Questions?
Summit Australia 2019 - PowerApp Portals - Andrew Ly & Lachlan Wright

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Summit Australia 2019 - PowerApp Portals - Andrew Ly & Lachlan Wright

  • 4. Andrew Ly KPMG Associate Director Lachlan Wright KPMG Senior Consultant
  • 5. Objective of this Session • Give you a run down on PowerApp Portals • Get you building your first a PowerApp Portal • Best practices on PowerApp Portal
  • 6. Introduction to PowerApp Portals• “Just The Basics”
  • 7. What is PowerApp Portals • Latest Iteration of Microsoft Portals Solution • Enabled Self Service Scenarios • Pre-packaged Template Websites • Fully Integrated with CDS • Extensible via Code (Javascript, CSS, HTML5, Liquid)
  • 8. History Create ADXStudio Portals for Dynamics CRM ADXStudio Founded 1998 ADXStudio Acquired by Microsoft 2015 ADXStudio Portals rebranded to Microsoft Portals One Time Release of Portals Source to Github. Community Edition Adoxio extend Community Edition & Introduce Velocity. PowerApp Portals in Preview
  • 10. From Microsoft Portals to PowerApp Portals
  • 12. Portal Architecture Azure Authentication Internal Users (via PowerApps License) Anonymous Access (Page Views) External Contacts (Contacts) PowerApp Portals Azure Web App Azure B2C Authentication Azure Application Insights Common Data Service User Access Presentation Technology
  • 14. Deploy Your First Portal• “Just The Basics”
  • 15. Provisioning a Portal Request New Portal from PowerApps Web App Provisioned Managed Solutions Installed Website Records Created Website Available
  • 16. Portal Structure Your Portal (e.g. Customer Self Service) Content Snippets Entity Forms Entity Lists Web Files Web Forms Web Pages Web Templates Editable content (html or text) Data collection forms Exposes Records File collection (i.e. CSS, Jscripts, Images) stored As notes Are like Entity Forms but with logic (branching and multi-step navigation) Configurable web pages Provides layout information
  • 17. IT Pro Editing Options • “Just The Basics”
  • 18. Option 1 – New Portal Editor New Portal Editor
  • 19. Option 1 – New Portal Editor Option 2 – Portal App (Model) Direct Editing
  • 20. Option 1 – New Portal Editor Option 2 – Portal App (Model) Option 3 - Portal Code Editor Portal Code Editor
  • 24. Framework for Front End Design Bootstrap v3.3.6 Framework for responsive web design JavaScript Client side scripting Liquid Templates Surfacing Dynamic content {% if user.fullname == ‘John Doe' %} Hello, John. {% endif %} How your users experiences portal HTML CSS
  • 25. Adding CSS /* Aly - Import your fonts */ @import url('https://fonts.googleapis.com/css?f amily=Permanent+Marker’); Register your Font in Theme.css File
  • 26. .navbar-static-top.navbar-inverse { background-color: #0b68ae; border-color: transparent; } .homelink, a.homelink:hover, a.homelink:focus { font-family: 'Permanent Marker', cursive; color: #fff; text-decoration: none; } Modify theme.css Modifying CSS
  • 27. Modifying Web Templates <div class="navbar navbar-inverse navbar-static- top" role="navigation"> <div class="container"> <div class="navbar-header"> ... </div> <!-- Secondary Navigation --> <div class="secondnav"> <div class="container"> {% editable snippets 'Second Nav' type: 'html' %} </div> </div> Modify “Header” Web Template
  • 28. Modifying Web Templates + CSS .secondnav { background-color: #1a355e; border-top: 1px solid #98a2ae; padding: 8px; text-align: right; } Add to theme.css
  • 29. Adding HTML to Content Snippet <img src="/SM_Email.png" height="30px" alt="Email us"> <img src="/SM_Facebook.png" height="30px" alt="Find us on Facebook"> <img src="/SM_LinkedIn.png" height="30px" alt="Find us on LinkedIn"> <img src=“/Twitter.png" height="30px" alt="Find us on Twitter"> Add to “Second Nav” Content Snippet
  • 30. Adding a Custom Control via Content Snippet <div id="chartdiv"></div> <!-- Resources --> <script src="/charts.js"></script> <script> // Themes begin am4core.useTheme(am4themes_dark); // Create chart instance var chart = am4core.create("chartdiv", am4charts.PieChart); // Add data chart.data = [ { "Track": "D365CE/CRMnFunctional", "Sessions": 8 }, { "Track": "D365CE/CRMnTechnical", Add to Javascript Content Snippet”
  • 31. Adding Liquid Code {% powerbi authentication_type:"AAD" path:"https://app.powerbi.com/groups/me/reports/9 b9f4d55-999b-999b-bd21- 99999e2e2c8e/ReportSection" %} Add PowerBI report to Content Snippet
  • 35. SharePoint added as a List Control on Form
  • 36. Add Permission to Web Role
  • 37. Top #5 Customisation Tips LOGO NAVIGATION SLIDER HIGHLIGHT INFORMATION PANE OFFERING OFFERING OFFERING INFORMATION PANE OFFERING OFFERING OFFERING OFFERING FOOTER SOCIAL LINKS
  • 39. Staging Entities • Pros • Auditing • Write to Multiple Entities • Keeps Plugins and Workflows off core entities • Keeps Web Forms off entities • Flexible security • Cons • Maintenance and Overhead • Good for write but not for read Staging Entity (i.e. Applications Entity) Core Entities (i.e. Contact) Core Entities (i.e. Incident) Plugins and Workflows
  • 40. Workflows • Avoid Real Time Workflow and Plugins • If Staging, Create the end record in the closest to final stage as possible • You should use child workflows (reusability)
  • 41. Deployment Strategies • Bad: • Recreate all portal records in other environments • Ok: • Configuration Migration tool within CRM SDK • Better: • Portal Records Mover within XRM Tool Box
  • 42. Tips and Tricks • Care about performance • Azure Application Insights • Avoid ‘computing’ in Dynamics • System Forms, System Views. Use the description field!!! • Don’t break it but if you do: Clear the cache, restart and reset are available options
  • 43. You can have multiple portals
  • 45. Tip for refreshing your cache
  • 46. Tip for Dealing with Javascript Libraries