2017-4-29 | apurvghai | Dynamics CRM SDK | C#

Hello Everyone

This is my first ever post with D365 Portals. I will bring up more interesting ones as we go along. Today I am going to talk about how you can customize your portal’s web template to use CRM fetch query with liquid.

Prerequisites:

• FetchXML using Advanced Find in CRM
• Customizing D365 Portals

Scenario:

D365 CRM provides an ability to categorize your articles using ISH (Interactive Service Hub). Those categories are used as tags and then displayed on D365 Portals as a list to browse the articles from. I will showcase how to modify the existing template and using FetchXML instead.

Build your FetchXML using Advanced Find

• Go to Advanced Find
• Select the entity as "Categories"
• See FetchXML Sample

	<fetch mapping="logical" returntotalrecordcount="true" count="{{ count }}">
	<entity name="category">
	<attribute name="categorynumber" />
	<attribute name="title" />
	<attribute name="createdon" />
	<attribute name="categoryid" />
	<order descending="false" attribute="title" />
	</entity>
	</fetch>

Review existing web template:

• Go to D365 Online Instance - CRM
• Go to Portals > Web Templates > Knowledge Base Home
• Open the record

• You will see the below code:

    {% extends 'layout_1_column' %}
    {% block main %}
    {% include 'Page Copy' %}
    {% assign category_url = sitemarkers['Category'].url %}
    {% assign count = count | default: 0 %}
    {% assign categories = knowledge.categories | top_level: count %}
    {% if categories %}
    <div class="list-group unstyled">
    {% for category in categories %}
    <a href="'id', category.categorynumber }}" class="list-group-item">
    {{ category.title }}
    </a>
    {% endfor %}
    </div>
    {% endif %}
  

Modify the Web Template:

• Add the liqiuid objects in following format

	<!-- OLD Category Display -->;
	{% extends 'layout_1_column' %}
	{% block main %}
	{% include 'Page Copy' %}
	{% assign category_url = sitemarkers['Category'].url %}
	{% assign count = count | default: 0 %}
	{% assign categories = knowledge.categories | top_level: count %}
	{% if categories %}
	<div class="list-group unstyled">
	{% for category in categories %}
	<!-- <a href="'id', category.categorynumber }}" class="list-group-item">-->
	{{ category.title }}
	</a> -->;
	{% endfor %}
	</div>

	{% endif %}
	<strong><!-- OLD Category Display -->;</strong>

	<!-- New Category Display -->;
	<div class="list-group">
	{% fetchxml categories_query %}

	{% endfetchxml %}
	{% assign categories = categories_query.results.entities %}
	{% if categories %}
	<div class="list-group">
	<h4 class="list-group-item-heading">Articles by Categories</h4> <br /> <br />
	{% for category in categories %}
	<a class="list-group-item" href="'id', category.categorynumber }}{{ category.categorynumber | escape }}">{{ category.title | escape }}</a>
	{% endfor %}
	</div>
	{% endif %}
	<strong><!-- End New Category Display -->;</strong>
	</div>;
	{% endblock %}

You will see the categories are now sorted in order.

Hope you had fun customizing your Portals :)
-Apurv

Recent Posts