Portal

Question 1

Provisioning Power App Portal

Answer 1

1) name
2) url
3) language
4) Template
* you must be assigned System administrator role of the CDS environment that is selected for the portal.

Question 2

Templates

Answer 2

1) From blank
2) Community Portal
3) Partner Portal
4) Customer self-service
5) Employee self-service portal
6) Customer portal (D365 Supply Chain Management)

Question 3

Web Role

Answer 3

A web role can be associated with the following records:

Website permissions - Define what (if any) front-side editing permissions that a web role should have.

Webpage access rules - Define what pages are visible to a web role and what actions can be taken.

Entity permissions - Define what access a web role has to individual Common Data Service entities.

One of the web roles in the portal can be marked as Anonymous and all of the others are Authenticated.

If a user is not signed in, they will view the portal with the Anonymous web role permissions, which should be the most restrictive permissions.

Question 4

Types of Templates that can be used in Portal are

Answer 4

1) Rewrite -
* These templates use specialized server-side processing to specific behavior that is required by some of the components such as polls, forums, and so on.
* These templates are also used to handle special pages such as an error page, site map, search, and others.
* You can’t create new or edit existing Rewrite templates.

2) Web -
* The linked layout template defines how the content of the page is rendered for output.
* These templates can be edited as required.

Question 5

What datasource can Portal be connected to?

Answer 5

A Power Apps portal can only access Dataverse data in the same instance where the portal is provisioned. Connecting to multiple instances and accessing data across the instances or across the tenants is not supported

Question 6

Entity Form vs Web Forms

Answer 6

Web Forms are more suitable when
1) Multiple Dataverse tables are involved
For eg Application for online training
The application process needs to implement the ability to suspend and resume the application and to handle multiple file uploads. Multiple tables could also be involved
2) Want to have branching logic for eg
Surveys: Consider a scenario where you want to capture feedback from customers after a case is closed. To increase survey completion rates, the business decides to require no additional captured information if the customer gives the case handling a rating of 5 out of 5. In this scenario, a web form allows you to implement two pages for information capture and to add branching logic
3) Note: The Web Forms feature is configured in the Portal Management app and not through portals Studio.
4) If you’re dealing with a data entry process for a single table that has numerous columns to capture, consider creating an table form or Entity Form with multiple tabs and using the Auto Generate Steps From Tabs form option to automatically generate multi-screen data entry with Next and Previous buttons added as required.

Web forms work well when the processes involve branching, span multiple tables, or require suspend and resume functionality.

Question 7

Users of Power Apps Portal

Answer 7

1) are contacts