As a rental contact with the 'Admin' user role, set up the DynaRent Customer Portal. You can do so on the Customer Portal, on the 'Admin page'.
Name | Responsible | Description |
---|---|---|
Set up case creation |
Administrator |
From the DynaRent Customer Portal, cases can be created for several reasons and from several places. A case can be created for:
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 DynaRent 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:
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 DynaRent Customer Portal. In the SharePoint setup, the file path is split into three elements:
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 DynaRent Customer Portal, you can add news articles to be shared with the Customer Portal users. You can only add news articles if you have the 'Admin' user role.
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Define DynaRent Customer Portal settings |
Administrator |
Define the DynaRent Customer Portal settings. |