As a rental contact with the 'Admin' user role, set up the Rental Customer Portal. You can do so on the Rental Customer Portal, on the 'Admin page'.


Administrator Administrator Start Start Set up case creation

Set up case creation

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.

Set up maps Set up maps 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. Procedure 1. Sign in to the Rental Customer Portal. 2. Click 'More', 'Admin page'. 3. In the 'Bing Maps setup' section, enter your Bing Maps key. 4. In the 'Google Maps setup' section, enter your Google Maps API key. 5. Click Submit. Set up SharePoint connection Set up SharePoint connection 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. Procedure 1. Sign in to the Rental Customer Portal. 2. Click 'More', 'Admin page'. 3. In the 'SharePoint setup' section, fill in the fields. 4. Click Submit. Add news article Add news article 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.   Procedure 1. Sign in to the Rental Customer Portal. 2. Click 'More', 'Admin page'. 3. In the 'My articles setup' section, click 'Create'. 4. On the dialog fill in the fields as desired. 5. Click Submit. Notes To view or edit a news article setup details, in the 'News articles setup' grid, click title of the desired news article. To open the news article details, you can also click the drop-down icon, and click 'View details'. End End Define Rental Customer Portal settings Define Rental Customer Portal settings Define the Rental Customer Portal settings. Procedure 1. Sign in to the Rental Customer Portal. 2. Click 'More', 'Admin page'. 3. In the Portal setup section, fill in the 'Display invoice lines' field.

Activities

Name Responsible Description

Set up case creation

Administrator

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.

Set up maps

Administrator

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.

Set up SharePoint connection

Administrator

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.

Add news article

Administrator

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 Rental Customer Portal settings

Administrator

Define the Rental Customer Portal settings.

Set up case creation

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