Show Calendar and Maps on Dynamics 365 Online Portals

Summary

  • Dynamics 365 Portal Entity List Controls can be configured to render as a Calendar or Map Control
  • These special controls will not render correctly when the Page Template is linked to a Web Template. A Page Template using “Re-write” mode is required for controls to appear correctly.

Showing Calendar and Maps

On a project the other day I configured an Entity List that had date fields.  Configuring an Entity List is a pretty straightforward task when configuring Portals.

Entity List

However, I thought that this kind of data would be better displayed as Calendar layout.  I remembered that this is a standard feature of Entity Lists.  So I opened up the Entity List configuration and enabled the Calendar view.

Enabling Calendar View

I returned to the Portal and refreshed… only to be disappointed.

No Calendar View!

After some research and discovering my own answer on a forum post, I remembered that in order for the calendar (and map) views to display correctly you need to ensure that the web page showing these controls uses a page template that points to a rewrite page and not a web template.

To review from one of my posts from my post on Portals Web Page Structure in 2016, a Web Page record will contain the content to be displayed (such as an Entity List) and the layout will be determined via a Web Template (using HTML/Liquid to describe layout and markup) or directly from an Aspx.net page.  In between the Web Page and the Web Template or Aspx.net page is the Page Template record.  For most Portal Web Pages, they will use a Web Template.

Portal Page Structure

Currently, for the Calendar and Map views, a rewrite page is required. For most recent portals you will need to configure a special Page Template record for this purpose.

Create a Page Template record but instead of the default “Web Template” for the Type field, choose “Rewrite” and specify the value “~/Pages/FullPage.aspx” for the Rewrite URL.

Legacy Page Template

Then configure the Web Page record to use the Page Template pointing to the FullPage.aspx page instead of a Page Template pointing to a Liquid Web Template.

Web Page using “legacy” Page Template

Refreshing the page you will now see the Calendar view on the Entity List page as expected.

Calendar View

Note that you will need to follow the same method if you wanted to render the Entity List as a map.  You first need to enable the map settings in the Entity List:

Entity List Map View

And then the map should be rendered correctly if the web page points to a Rewrite Page Template.

Map View

Summary

The Dynamics 365 Portal has a lot of special features that are not always well known or required some undocumented setups/configurations to make them work correctly.  Hopefully, Microsoft will resolve this issue and allow calendar, map and maybe other views to be configured using Web Templates. 

For now, these steps will help you configure your Entity Lists for more than just lists of records.

Photo by rawpixel on Unsplash

Nick Doelman is a Microsoft Business Applications MVP and will be presenting at Extreme365 in Austin, Texas from December 2-7, 2018.

One thought on “Show Calendar and Maps on Dynamics 365 Online Portals

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