Parag Chapre

PowerApps portal with Dynamics 365 F&O – Part 3

PowerApps portal with Dynamics 365 F&O
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In today’s article, we will see how to use Portal admin center for PowerApps portal. The Power Apps portals admin center allows you to perform advanced administrative actions on portals and the admin center is available when a portal is provisioned successfully.

How to open PowerApps portal admin center

Login to PowerApps and select your environment.

Click on Apps > Select your portal > Click on three dots and select settings.

Click on Administration.

Power Apps portals admin center is now open.

Let’s see all details one by one!

Portal details:

This will give you a general idea of the portal such as name, type, application ID, Base URL and Portal state as per the above image.

Portal Actions:

You can do following with the Portal Actions.

  • Restart:
    Restarting the portal is like when you do IISRESET command on a web server. This action will make the portal unavailable for several minutes and users won’t be able to access it. You might need to restart your portal to force some changes to take effect or to do a full cash flush.
  • Get Public Key:
    It will be used to retrieve the key from the portal that will be used to configure the Live Assist for Dynamics 365 CE Apps to work with the authenticated users on the portal.
  • Get latest metadata translations:
    When you provision a portal, many solutions are installed on the organization. One of them is related to the metadata translations like field name, form name, and view name. These translations are installed for the languages already activated. However, for newly activated language, the metadata will not be automatically installed. Therefore, you have to manually import the metadata translation using this feature in the Portal Admin center.
  • Reset Portal:
    It will be used if something wrong is raised during portal provisioning or if you want to move you organization to another tenant or datacenter. Doing this, will delete the Portal App you have created, so you can provision the portal again. Other than the Portal App, the Portal App registered in Azure App Registration will be also removed. However, portal data and solutions will remain intact, and you should delete them manually if needed.
  • Change base URL:
    It will be used in case you want to change the URL of your portal where the old URL will not be available anymore.
  • Enable maintenance mode:
    It will be used when your portal website is under maintenance or it is temporary down, where you can use the default maintenance page or choose a custom page to be displayed when the user accesses the portal.

Manage custom certificates:

When extending portals functionality using a client-side API call with OAuth 2.0 implicit grant flow, it’s best practice to use custom certificates to provide an additional level of security.

Manage a Dynamics 365 instance:

With this option, you can update your Dynamics 365 instance, Portal language, portal audience and portal to be deployed.

Setup SharePoint Integration:

You can enable or disable integration with your portal.

Setup Power BI Integration:

Enable or disable Power BI visualization and Power BI Embedded service with your portal. Power BI Embedded service can be enabled only by a global administrator. This allows you to do below things in the portal.

  • Allows you to disable/enable Power BI visualization and Power BI embedded service
  • Allows you to select the needed workspaces from which you want dashboards and reports to be displayed in your portal
  • You can add the powerbi Liquid tag in the webpage to display dashboards and reports from Power BI

Run Portal Checker:

Portal Checker helps to identify issues with a portal by looking at various configuration parameters and provides suggestions on how to fix them.

Manage portal authentication key:

When a portal is created, a new authentication key is generated with the public key uploaded to Azure Active Directory application. Portals uses this authentication key to connect to the Dataverse environment. You must renew the key every two years to ensure that your portal can connect to Dataverse environment.

Set up IP address restriction:

The portal is public when provisioned and accessible by anyone from any computer. Now you can restrict access to your portal from a list of IP addresses.

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