First Ingredient: Inserting Maps
We all have been asked a question at least in one implementation that can we show a map on Portals. Well this blog is a step by step process on how to show a map for a D365 object on portals.
Scenario: I want to show In-Transit consignments of my company on a map of my Portal when the customer logs onto Portal.
Prerequisites: You must have the following available in your D365 instance-
- Entity which you want to show on maps
- Entity must have the following two fields:
- Bing Map/Google Map API/Credentials
Step 1: After completing the above listed prerequisites, go to Navigation>>Portals>>Entity List as shown below:
Step 2: Create new entity list for the corresponding entity; I am using a custom entity called “Consignment”.
Type a name, map the entity name, select the home page of your portal and select a view respectively, as shown below:
Step 3: Under the ‘Map View’ tab, check mark “Map Enabled”
Select your Latitude and Longitude fields
Select a Map type, I am using Bing maps
In the credentials, enter the key generated by Bing Map for D365. Check the following URL if you need help with Bing Map key generation:
Step 4: Now login to your Portal as Admin and edit the desired page where you want to show maps and select the entity list you created above under ‘Entity List’ lookup of Portal edit page.
Save the page.
And that’s all, see the result below:
Hope you find this helpful.
Happy CRMing! Read Part II