1. Equipment Rental
  2. Rental Customer Portal
  3. Flows

Set up case creation
Activity Flow

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.

Administrator Administrator Start Start Register application with Azure Active Directory Register application with Azure Active Directory 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, set up the required authentication in Azure Active Directory. Register a native web application in Azure Active Directory to access D365 FO. For more information, refer to Register an application with the Microsoft identity platform. On registering the application in Azure Active Directory, in the: Supported account type section, choose 'Accounts in any organizational directory (Any Azure AD directory - Multitenant)'. Redirect URI section, select the platform 'Web', and enter the base URI of your D365 FO environment, without trailing slash. Example: https://[environment identification].cloudax.dynamics.com. When the application is registered, create a client secret. Authentication is done, using a client secret. A client secret is a string value your app can use in place of a certificate to identity itself. For more information, refer to Add a client secret. Register Azure Active Directory application in D365 FO Register Azure Active Directory application in D365 FO 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, an application must be registered in Azure Active Directory. To access D365 FO from Dataverse, you must register the Azure Active Directory application in D365 FO. Procedure 1. Go to System administration > Setup > Azure Active Directory applications. 2. Click New. 3. In the Client Id field, enter the ID of the Azure Active Directory application. 4. In the Name field, enter the name of the Azure Active Directory application. 5. Define the user to whom the cases, as created from the Rental Customer Portal, are assigned. So, this user defines the employee responsible for the cases. In the User ID field, enter or select a value. Note: Make sure, this user has: - Roles assigned with sufficient rights to manage cases and access rental orders and rental invoices. - The correct default company defined. 6. Close the page. Set up case creation parameters in D365 FO Set up case creation parameters in D365 FO From the Rental Customer Portal, cases can be created for several reasons and from several places. These cases are created in Dataverse, and can be synchronized to D365 FO. If synchronized to D365 FO, a case category and category type are required. Procedure 1. Go to Rental order management > Setup > Rental parameters. 2. In the Case category field, enter or select the case category that is applied to cases that are created from the Customer Portal. 3. In the Category type for new cases field, select the category type that is applied to cases that are created from the Customer Portal. Set up case creation in Rental Customer Portal Set up case creation in Rental Customer Portal 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. Procedure 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. Notes 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]"}   End End ADD  admin D365 FO  admin Customer  Portal  admin

Activities

Name Responsible Description

Register application with Azure Active Directory

Administrator

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, set up the required authentication in Azure Active Directory.

Register a native web application in Azure Active Directory to access D365 FO. For more information, refer to Register an application with the Microsoft identity platform.

On registering the application in Azure Active Directory, in the:

  • Supported account type section, choose 'Accounts in any organizational directory (Any Azure AD directory - Multitenant)'.
  • Redirect URI section, select the platform 'Web', and enter the base URI of your D365 FO environment, without trailing slash. Example: https://[environment identification].cloudax.dynamics.com.

When the application is registered, create a client secret. Authentication is done, using a client secret. A client secret is a string value your app can use in place of a certificate to identity itself. For more information, refer to Add a client secret.

Register Azure Active Directory application in D365 FO

Administrator

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, an application must be registered in Azure Active Directory.

To access D365 FO from Dataverse, you must register the Azure Active Directory application in D365 FO.

Set up case creation parameters in D365 FO

Administrator

From the Rental Customer Portal, cases can be created for several reasons and from several places. These cases are created in Dataverse, and can be synchronized to D365 FO. If synchronized to D365 FO, a case category and category type are required.

Set up case creation in Customer Portal

Administrator

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.

Activities

Name Responsible Description

Register application with Azure Active Directory

Administrator

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, set up the required authentication in Azure Active Directory.

Register a native web application in Azure Active Directory to access D365 FO. For more information, refer to Register an application with the Microsoft identity platform.

On registering the application in Azure Active Directory, in the:

  • Supported account type section, choose 'Accounts in any organizational directory (Any Azure AD directory - Multitenant)'.
  • Redirect URI section, select the platform 'Web', and enter the base URI of your D365 FO environment, without trailing slash. Example: https://[environment identification].cloudax.dynamics.com.

When the application is registered, create a client secret. Authentication is done, using a client secret. A client secret is a string value your app can use in place of a certificate to identity itself. For more information, refer to Add a client secret.

Register Azure Active Directory application in D365 FO

Administrator

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, an application must be registered in Azure Active Directory.

To access D365 FO from Dataverse, you must register the Azure Active Directory application in D365 FO.

Set up case creation parameters in D365 FO

Administrator

From the Rental Customer Portal, cases can be created for several reasons and from several places. These cases are created in Dataverse, and can be synchronized to D365 FO. If synchronized to D365 FO, a case category and category type are required.

Set up case creation in Customer Portal

Administrator

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.
Related to Notes

Manage Rental Customer Portal cases in D365 FO

 		 

Manage Rental Customer Portal cases in D365 FO

 		 

Set up case creation

 		 

Set up case creation

 		 

See also

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