Set up the Rental Customer Portal

From the Rental Customer Portal, cases can be created for several reasons and from several places.

A case can be created for:

• Equipment
• Rental order line
• Invoice
• Organization settings
• Any purpose

These cases are created in Dataverse and can be synchronized to D365 FO. To synchronize cases from Dataverse to D365 FO, set up the required authentication in Azure Active Directory.

On the Rental Customer Portal, on the 'My equipment' page, a map is shown. The map shows the locations of the rented items in the equipment list.

The map, as used on the 'My equipment' page, is a Bing map. To show the map, a Bing Maps key is required.

To show a location, a longitude and latitude is required. If these are not yet available for the equipment location address, these must be defined. To define the longitude and latitude of an equipment location address, Google Maps is used. The equipment work location address is used to define the longitude and latitude. If no work location address is defined for the equipment, the delivery address is used. To find the longitude and latitude, a Google Maps API key is required.

You can only set the map keys if you have the 'Admin' user role.

In D365 FO, a document can be attached to several rental entities:

• Rental order: A rental order confirmation document can be attached.
• Invoice: A rental order invoice can be attached.

These documents are stored in a SharePoint location.

Define the SharePoint location where the attached documents are stored and where you can download these document from, using the Rental Customer Portal.

In the SharePoint setup, the file path is split into three elements:

• Domain: The web address of your SharePoint domain, without trailing slash. Example: https://example.sharepoint.com.
• Root folder: The root folder for documents on your SharePoint domain, without trailing slash. Example: Documents.
• File location: The folder path, in the root folder, where the documents are stored. You can define the file locations for rental order confirmations and rental order invoices separately. Example: /Shared Documents/[folder name]/Confirmations.

The exact root folder and file locations depend on your SharePoint setup.

Note: In SharePoint, use short descriptive names for the root folder and file locations. Also use short file names. 

You can only set up the SharePoint connection if you have the 'Admin' user role.

On the Rental Customer Portal, you can add news articles to be shared with the Rental Customer Portal users.

You can only add news articles if you have the 'Admin' user role.

Define the Rental Customer Portal settings.