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Resolved: Dynamics Portal Caching Issue

Problem Statement:
HTML or JavaScript changes made on to the portal were not reflecting on the portal until we made force restart of portal every time. This was very annoying for myself and other team members.

Resolution:
During our analysis, we found the following ways, which all are probable solutions considering different scenarios.
  1. Clear cache from Client browser:
    For this, the user logged into portal should have a Web Role of 'Administrator' to clear the Portal Cache. Below are the steps to Clear Cache
    a. Go to your portal and append this to your portal URL '/_services/about' in browser URL.
    b. Click Clear Cache button and check

  2. Enable 'Change Tracking' on the related Entity in Dynamics CRM.
    a. For this Navigate to CRM > Settings > Solutions > Your Solution > CRM entity associated with the caching issue.
    b. Enable the 'Change Tracking' checkbox as can be seen below
  3. If the above two options did not work then try this: Restart Portal from D365 Administration Panel.
    To do this you should be the owner of the Portal in Azure settings or a Global Administrator.
    a. Navigate to CRM Administration Portal (https://admin.dynamics.com/)
    b. Navigate to Applications Tab
    c. Select your Portal and Click on 'Manage' icon provided.
    d. Then in Portal Actions tab, you will have the option to 'Restart Portal'
  4. If still, you face the portal cache issue then: Toggle 'Portal State' to Off and On again.
    a. Navigate the administration portal, Portal manage section (same as steps mentioned in point #3)
    b. In Portal details tab, scroll to the bottom you will find an option to 'Change Portal State'
    c. Change it to 'OFF' and again change it to 'ON'
  5. If still, you are unable to get the Portal Cache issue resolved then check the Portal Solutions are up-to-date in administration panel or not
  6. Last option then raise an MS Support ticket.
Hope this helps someone:) We were able to sort out the issue with 'Change Portal State'.

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