Cases as created in the Rental Customer Portal, are created in Dataverse. These cases can be synchronized to D365 FO. To synchronize cases from Dataverse to D365 FO, on the Customer portal configure the case creation setup.
You can only configure the case creation setup if you have the 'Admin' user role.
| 1. | Sign in to the Rental Customer Portal. |
| 2. | Click 'More', 'Admin page'. |
| 3. | In the 'Case setup' section, fill in the fields. |
| 4. | Click Submit. |
Fields of the 'Case Setup' section on the Admin page of the Rental Customer Portal:
|
Field |
Description |
|
Azure Active Directory Application Client ID |
Enter the ‘Application (client) ID’ of the Active Directory application. |
|
Azure Active Directory Tenant ID |
Enter the ‘Directory (tenant) ID’ of the Active Directory application. |
|
Azure Active Directory Application Client Secret |
Enter the client secret as created for the Active Directory application. |
|
Finance and Operations Base URL |
Enter the base web address of the D365 FO environment, without trailing slash! Example: https://[environment identification].cloudax.dynamics.com. |
|
Case Creation Connection String |
Enter the JSON string that contains the connection information. This JSON string must look like: {"SESSIONURL":"/api/services/DNRPortalServiceGroup/DNRPortalCaseCreationService/CreateCaseRecord", "URI":"[Base URI of the D365 FO environment]", "ActiveDirectoryResource":"[Base URI of the D365 FO environment]", "ActiveDirectoryTenant":"https://login.windows.net/[Primary domain of the Active Directory]", "ActiveDirectoryClientAppId":"[Application (client) ID of the Active Directory application]", "ActiveDirectoryClientAppSecret":"[Client secret of the Active Directory application]"} |
| Related to | Notes |
|---|---|
|
Set up case creation |
|
|
Set up case creation |
