Show two Entity Lists on a Dynamics 365 Portal Page

The other day I needed to create a Dynamics 365 Portal page showing 2 entity lists.  Anyone who has worked with the Dynamics 365 Portal knows that you can simply define an entity list on the web page record which will render that entity list on your portal.

entitylist1

That works great, but what if you want to show 2 (or more) entity lists?

I have heard that question a few times in various web casts and conference sessions.  The answer is “oh, yeah, that’s totally doable”

So I went on a bit of a Google search looking for how to configure that and I really couldn’t find the answer.

I even read through https://docs.microsoft.com and couldn’t determine the answer.  The problem was that I was overthinking it, and the solution is pretty simple, so here it is more for my future self, but also to anyone else who might be interested.

You first need to define your Entity Lists.  I choose Orders and Invoices for this example.

entitylist2
Order Entity List
entitylist3
Invoice Entity List

In order to render both of these entity lists on a portal page, we need to build a custom Liquid template.  They “key” statement are the lines that display the entity list, we can pass the actual entity list name as the key.  My mental block was thinking that statement could only pull the entity list from the web page, so I was trying much more complicated ways to accomplish this.

{% include ‘entity_list’ key: “ORDER LIST” %}

So we just need to add those 2 lines to our Web Template:

entitylist4

From there, you will need to create a page template and then create a web page using the page template (this is Portal 101 stuff).

Finally you will have your result of 2 entity lists on a single web page:

entitylist5
2 Entity Lists on one page

I am sure some of you that do a lot of work with portals already know this, but I figured if I had a small challenge with this, others might too.

homer-pythagoras
I am smrt

Note that if you change the name of your entity list, be sure to update your Web Template record as well.

Hope this helps!

Nick Doelman is a Microsoft Business Solutions MVP and will be speaking at Extreme365 in Long Beach.  Join Nick and other MVPs in the Innovation Challenge!  There might even be an opportunity to use 2 entity lists on a single page!

2017 US Signature files_Im speaking at Gray1

4 thoughts on “Show two Entity Lists on a Dynamics 365 Portal Page

    1. I would double check the Liquid code, as that is prone to simple mistakes. If/when you upgrade to the latest version of portals there is intellisense for liquid which might highlight your issue.

      Like

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