Dynamics 365 Portal 修改註冊頁面及Profile頁面

一，Profile頁面

客戶要求在Portal Profile頁面上添加性別字段，經過查看源代碼發現，中間的聯繫人信息部分是引用的CRM中Contact實體的Portal Web Form表單，直接把性別字段添加至相應表單便可

 

 

同時，能夠經過修改頁面源代碼或者添加Custom Snippet的方式修改頁面內容

 

 

二，註冊頁面

找了一篇別人寫的定製註冊頁面的文章，可供參考

Customise  Portal Registration Page

 

Create a Content Snippet record  (Portal > Content Snippet >New) with below details:

Name : Account/Register/PageCopy

Website : <website name>

Type : Html

Value: write your own HTML/DOM/JQuery code to add your custom controls and perform validations.

 

Customise  Portal Login Page

 

Create a Content Snippet record  (Portal > Content Snippet >New) with below details:

Name : Account/SignIn/PageCopy

Website : <website name>

Type : Html

Value: write your own HTML/DOM/JQuery code to add your custom controls and perform validations.

Visit :  http://arpitmscrmhunt.blogspot.in/2017/05/edit-stylelayout-of-login-page-in-crm.html

 

 

Here is the sample code snippet for Registration Page:

In this example, I am adding two additional fields (Date of Birth and SSN) on Portal Registration Page.

 

// Code to add custom Date Of Birth Field
$('#ContentContainer_MainContent_MainContent_ShowUserName' ).next().next().after('<div class="form-group"><label class="col-sm-4 control-label required"><span id="ContentContainer_MainContent_MainContent_dob"><span class="xrm-editable-text xrm-attribute"><span class="xrm-attribute-value">Date Of Birth</span></span></span></label><div class="col-sm-8"><input id="ContentContainer_MainContent_MainContent_dob" class="form-control" aria-required="true"></div></div>');

 

// Code to add custom SSN Field
$('#ContentContainer_MainContent_MainContent_ShowUserName').next().next().after('<div class="form-group"><label class="col-sm-4 control-label required"><span id="ContentContainer_MainContent_MainContent_ssn"><span class="xrm-editable-text xrm-attribute"><span class="xrm-attribute-value">SSN</span></span></span></label><div class="col-sm-8"><input id="ContentContainer_MainContent_MainContent_ssn" class="form-control" aria-required="true"></div></div>');

 

//Code to Add Custom 'Register' Button and Hide the original one

$('#SubmitButton').after('<input type="submit" name="ctl00$ctl00$ContentContainer$MainContent$MainContent$mySubmitButton" value="Register" id="mySubmitButton" class="btn btn-primary">');

 

$('#SubmitButton').hide();

 

 

 

$("#mySubmitButton").click(function()
{
if(all validation pass)
{

var ssnInput = $('#ContentContainer_MainContent_MainContent_ssn').val();

var dobInput= $('#ContentContainer_MainContent_MainContent_dob').val();

localStorage.setItem("ssn", ssnInput );

localStorage.setItem("dob", dobInput);

$('#SubmitButton').click();
}
else
{
alert('throw error');
}
});

//Above Code Means :

// If all the validation pass then: store SSN and DOB in local storage and trigger click on the actual register button else throw your custom error message.

// We will have to store SSN and DOB in cache/localstorage, because we don't have a direct way to store it in CRM. Other data portal will automatically store in CRM like : Email, Username, Password, Confrm Password.

 

// As soon as user will be redirected to profile page after successful registration, we can write below two line of code in profile webpage (under custom javascript) section to get the SSN and DOB from cache or local storage and put it in profile custom SSN and DOB fields in order to store it in CRM.

$(document).ready(function(){

$('#profilepage_SSN_field').val(localStorage.getItem("ssn"));

$('#profilepage_DOB_field').val(localStorage.getItem("dob"));

 

localStorage.clear(); });