The Dynamics 365 CE Portal is great way to extend Dynamics 365 functionality to external users and build powerful web applications. However, through configuration it still lacks some basic features that internal Dynamics 365 users are used to. One example of this is the ability to drill down on lookup fields. If we were to… Continue reading Creating a Drill Down Link on a Dynamics 365 Portal Entity Form
Month: October 2017
Show two Entity Lists on a Dynamics 365 Portal Page
The other day I needed to create a Dynamics 365 Portal page showing 2 entity lists. Anyone who has worked with the Dynamics 365 Portal knows that you can simply define an entity list on the web page record which will render that entity list on your portal. That works great, but what if you… Continue reading Show two Entity Lists on a Dynamics 365 Portal Page
Quickly Create Dynamics 365 Portal Pages using Portal Management (Wizard)
A common design pattern for Dynamics 365 Portals is to display a list of Dynamics 365 records and provide a mechanism to drill down into the details of each of these records on a list. This structure is setup by creating web pages, entity list, entity form and then wiring it all together. While not… Continue reading Quickly Create Dynamics 365 Portal Pages using Portal Management (Wizard)
Limiting Users to specific Dynamics 365 Organizations
Whenever a new user is created in Office 365 and assigned a Dynamics 365 CE license, by default they are added as a user to *every* Dyn365 instance in the tenant. The particular user will still need to be assigned a security role in each instance before they will be able to access the system.… Continue reading Limiting Users to specific Dynamics 365 Organizations
Dynamics 365 Attachment Storage Revisited
I recently wrote a couple of blogs regarding the Microsoft Dynamics 365 Attachment Management solution that highlighted the benefits of using Azure Blob storage to hold attachments. I also uncovered an issue when using the Attachment Management solution with Dynamics 365 Portals. The team at Microsoft Labs did not let this go unnoticed and created… Continue reading Dynamics 365 Attachment Storage Revisited
ReadyXRM 