Default Template

Externable comes with predefined default Dynamics integration template.

Default template assumes that you use Dynamics 365 Sales and Customer Service modules. If you don't use them, you may need to hide default components and build your own instead.

Orders

Orders default template exposes all orders from Dynamics that are assigned to Account (Potential Customer), which is Parent Account of your end user linked Contact. In other words, logged in Member can see only Orders allocated to his/her linked company (Account). Sample view:

Now the best part - you can customize this integration however you want it to work.

Go to backend and find Orders content node. In Dynamics Integration group you can find MemberOrder query.

This is where you very well know FetchXML is stored (you can customize it!):

Please note that this FetchXML uses custom parameters. Those are used to inject details of currently logged in member details and dynamic URL parameters.

Your FetchXML/SQL query defines the source dataset. Next step is to actually use data from this dataset and that happens in the content editor with a use of moustache notation. Find out more here.

Orders view has a child view which is Order Details. When you open order in frontend it will present you more details. This view is customizable the same way as any other content page in Externable.

Below the order details there is a notes section, which presents all notes added in the Dynamics instance to this order (but only those which are prefixed with "PUBLIC: " phrase. This can be used for additional annotations about the order which shoudl be made visible to customers.

Invoices

Inovices view is simmilar to Orders as it presents all Invoices that are assigned to Account, which currently logged in Member is a child of.

When opened member can see more invoice details:

Below the invoice details there is a notes section, which presents all notes added in the Dynamics instance to this invoice (but only those which are prefixed with "PUBLIC: " phrase. This can be used for additional annotations about the invoice which shoudl be made visible to customers.)

Support

Support section of the default template allows logged in Member to see all cases that were are assigned to his/her parent account.

User can create new Case:

Which will land in Dynamics together with attachement:

Member may communicate with you in regrds to the Case by going to details view:

And again - you can customize those template, adjust them to your use cases and create new view and forms linking any other entity - also custom ones.