Power Pages (Part 1)

Neil HaddleyOctober 26, 2024

Sales Orders

Microsoft Power Pages is a low-code platform designed to build, host, and manage external-facing business websites.

Microsoft Dynamics Business Central provides an end-to-end solution for financials, sales, service, and operations.

A Customer Portal is a software interface that gives customers complete visibility into their interactions with a company. It provides a platform for customers to track key metrics, support requests, or other information such as reference documents that can be easily shared.

I used Microsoft Power Pages to create a Customer Portal

I used Microsoft Power Pages to create a Customer Portal

I navigated to the Assisted Setup page in Business Central

I navigated to the Assisted Setup page in Business Central

I selected the Set up a connection to Dataverse link

I selected the Set up a connection to Dataverse link

I enabled data synchronization and virtual tables

I enabled data synchronization and virtual tables

I accepted the terms and conditions

I accepted the terms and conditions

I selected the Developer Power Platform/Dataverse environment

I selected the Developer Power Platform/Dataverse environment

I signed in as a Power Platform administrator

I signed in as a Power Platform administrator

I clicked the Next button

I clicked the Next button

I clicked the Install Business Central Virtual Table app link

I clicked the Install Business Central Virtual Table app link

I clicked the Get it now button

I clicked the Get it now button

I clicked the Get it now button

I clicked the Get it now button

I selected the Develop environment

I selected the Develop environment

I checked the I agree boxes and clicked the Install button

I checked the I agree boxes and clicked the Install button

Business Central Virtual Table was installed

Business Central Virtual Table was installed

I clicked the Review and enable virtual tables link

I clicked the Review and enable virtual tables link

I selected six Virtual Tables and clicked the Enable button

I selected six Virtual Tables and clicked the Enable button

A job queue entry was scheduled

A job queue entry was scheduled

I navigated to the Dataverse Connection Setup page

I navigated to the Dataverse Connection Setup page

I clicked the Test Connection button

I clicked the Test Connection button

I navigated to the Contacts list

I navigated to the Contacts list

Business Central sample data includes example Contacts

Business Central sample data includes example Contacts

I navigated to the Customers list

I navigated to the Customers list

Business Central sample data includes example Customers and Vendors (Accounts).I started the Business Central to Dataverse synchronization process

Business Central sample data includes example Customers and Vendors (Accounts).I started the Business Central to Dataverse synchronization process

The Contacts table in the Develop environment was initially empty

The Contacts table in the Develop environment was initially empty

The Synchronization jobs copied Contact, Account and other details from Business Central to Dataverse

The Synchronization jobs copied Contact, Account and other details from Business Central to Dataverse

After the sync. the Contacts table included Contacts (connected to Accounts)

After the sync. the Contacts table included Contacts (connected to Accounts)

Customer and Vendor details were copied from Business Central to Dataverse

Customer and Vendor details were copied from Business Central to Dataverse

Sales Orders

In Dynamics 365 Business Central, a Sales Order is a document that represents a customer's intent to purchase goods or services from a company. It is a crucial component of the sales process and serves as a foundation for managing customer interactions, tracking orders, and fulfilling customer requests.

I navigated to the Sales Orders list

I navigated to the Sales Orders list

I reviewed the Sales Orders list

I reviewed the Sales Orders list

I navigated to the Sales Order Virtual Table

I navigated to the Sales Order Virtual Table

I was able to see the same records

I was able to see the same records

I added columns to the display

I added columns to the display

Solution

I created a Power Platform Solution

Created a Customer Portal Solution

Created a Customer Portal Solution

I navigated into the new solution

I navigated into the new solution

I added the Sales Order and Sales Order Line tables

I added the Sales Order and Sales Order Line tables

Two tables will be added to the solution

Two tables will be added to the solution

I added a Portal All Sales Orders view to the Sales Order table

I added a Portal All Sales Orders view to the Sales Order table

I added a Portal All Sales Orders Lines view to the Sales Order Line table

I added a Portal All Sales Orders Lines view to the Sales Order Line table

I added a Portal Sales Order Main Form to the Sales Order table

I added a Portal Sales Order Main Form to the Sales Order table

I added a Sales Orders application to the solution

I added a Sales Orders application to the solution

I added the Sales Order table to the Sales Orders application

I added the Sales Order table to the Sales Orders application

I clicked the Play button

I clicked the Play button

I selected a Sales Order

I selected a Sales Order

I reviewed the Sales Order Lines associated with the selected Sales Order

I reviewed the Sales Order Lines associated with the selected Sales Order

I edited the Quantity, Unit Price, Invoiced Quantity and Amount Including Tax table columns

I edited the Quantity, Unit Price, Invoiced Quantity and Amount Including Tax table columns

I updated the number of Decimal places

I updated the number of Decimal places

I reviewed the Sales Order Lines associated with the selected Sales Order

I reviewed the Sales Order Lines associated with the selected Sales Order

I navigated to https://make.powerpages.microsoft.com/

I navigated to https://make.powerpages.microsoft.com/

I selected web address https://haddleycustomerportal.powerappsportals.com/

I selected web address https://haddleycustomerportal.powerappsportals.com/

The new site was setup

The new site was setup

I added a Sales Orders page

I added a Sales Orders page

The Sales Orders page will only be shown when an authenticated user is logged in

The Sales Orders page will only be shown when an authenticated user is logged in

I added an h1 Text component. I added a List component

I added an h1 Text component. I added a List component

I selected the Sales Order table. I selected the Portal All Sales Orders view. I named the List All Sales Orders.

I selected the Sales Order table. I selected the Portal All Sales Orders view. I named the List All Sales Orders.

I added permissions

I added permissions

I added a table permission. The permission will allow users to see Sales Order rows that are associated with their company (Account).

I added a table permission. The permission will allow users to see Sales Order rows that are associated with their company (Account).

I added a Synthetic Relation

I added a Synthetic Relation

The Synthetic Relation connects CRM Account records...

The Synthetic Relation connects CRM Account records...

... to Sales Order records

... to Sales Order records

I clicked Next

I clicked Next

I selected the CRM Account | Account Name field

I selected the CRM Account | Account Name field

I selected the Sales Order | customerName field

I selected the Sales Order | customerName field

I clicked Next

I clicked Next

I clicked the Finish button

I clicked the Finish button

I clicked Refresh to view the new Synthetic Relation

I clicked Refresh to view the new Synthetic Relation

I updated the configuration of the Power Pages Authentication External Users Microsoft Entra Application

I updated the configuration of the Power Pages Authentication External Users Microsoft Entra Application

I selected the new Synthetic Relation

I selected the new Synthetic Relation

I added the Authenticated Users Role

I added the Authenticated Users Role

I clicked the Close button

I clicked the Close button

I used the Edit site header button to update the site title

I used the Edit site header button to update the site title

I set the site title to Customer Portal

I set the site title to Customer Portal

I updated the site Style

I updated the site Style

I set the site visibility to Public

I set the site visibility to Public

I navigated to the Robert Townes Contact record

I navigated to the Robert Townes Contact record

I clicked the Create Invitation button

I clicked the Create Invitation button

I clicked Save

I clicked Save

I copied the Invitation Code

I copied the Invitation Code

I use the invitation code to register robert

I use the invitation code to register robert

I clicked the Sales Orders menu item

I clicked the Sales Orders menu item

I reviewed the Adatum Corporation Sales Orders

I reviewed the Adatum Corporation Sales Orders

I created a child permission

I created a child permission

I selected the Authenticated Users role

I selected the Authenticated Users role

I created a Sales Order page

I created a Sales Order page

I added a text component and a form to the web site. I selected the Portal Sales Order Main Form

I added a text component and a form to the web site. I selected the Portal Sales Order Main Form

The form will be read-only

The form will be read-only

On submit the user will be redirected back to the Sales Orders list page

On submit the user will be redirected back to the Sales Orders list page

I turned off the CAPTCHA

I turned off the CAPTCHA

I turned off AI form fill

I turned off AI form fill

I updated the List. I added a View details action that will navigate the user to the Sales Order page

I updated the List. I added a View details action that will navigate the user to the Sales Order page

I clicked on the View details link

I clicked on the View details link

An Internal Server Error was generated

An Internal Server Error was generated

I added a New table permission

I added a New table permission

I added a Global permission

I added a Global permission

Logged in as Robert I was able to review Sales Order Lines associated with the selected Sales Order

Logged in as Robert I was able to review Sales Order Lines associated with the selected Sales Order

I reviewed the Table permissions

I reviewed the Table permissions

I added the Customer Portal Site to the solution

I added the Customer Portal Site to the solution

The Customer Portal solution is ready to be exported

The Customer Portal solution is ready to be exported