Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

A common question I get about using Dynamics 365 Portals (aka Dynamics 365 Customer Service PowerApps Portal) is the ability to create cases on behalf of other customers or accounts. A typical use case would be if a partner needs to open a support incident on behalf of their customer on the portal. Consider if… Continue reading Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

Adding Drill Down Links to PowerApps Portals Forms

This is post is essentially a re-write of a post I wrote 2 years ago called Creating a Drill Down Link on a Dynamics 365 Portal Entity Form”. However, with the upcoming release of PowerApps Portals I thought it might be a good time to re-visit some of the older Dynamics 365 Portals posts and… Continue reading Adding Drill Down Links to PowerApps Portals Forms

PowerApp External Stakeholder Access? Introducing PowerApp Portals

The Microsoft Power Platform Release Wave 2 Plan was released today and while it’s jammed packed with many new features that will be released in the coming months, one of the features that I am excited about is the arrival of PowerApp Portals. A highly requested feature from Microsoft was the ability to provide the… Continue reading PowerApp External Stakeholder Access? Introducing PowerApp Portals

Building a Multi-Brand Dynamics 365 Portal

Overview Sometimes a specific program, product or sub-brand of an organization may require a unique Portal. Provisioning and buying separate Portal subscriptions may potentially be overkill for the particular requirement. The following post describes a method where different branded sections of a portal can be configured using one Portal instance. Multi-Brand Portals I have been… Continue reading Building a Multi-Brand Dynamics 365 Portal

Show Calendar and Maps on Dynamics 365 Online Portals

Summary Dynamics 365 Portal Entity List Controls can be configured to render as a Calendar or Map Control These special controls will not render correctly when the Page Template is linked to a Web Template. A Page Template using “Re-write” mode is required for controls to appear correctly. Showing Calendar and Maps On a project… Continue reading Show Calendar and Maps on Dynamics 365 Online Portals

New Dynamics 365 Portal Features

Summary Two of the October release features for Dynamics 365 Portals are now generally available; Manage SharePoint Documents Power BI Integration The New Portal Editor is now in a public preview. Details on configuring these features can be found at the Microsoft Docs site: Manage SharePoint Documents Set Up Power BI Integration Manage SharePoint Documents… Continue reading New Dynamics 365 Portal Features

Cookie Policy Acceptance in Dynamics 365 Portals

Summary Cookies are small files that remember settings or other information on websites and portals. Websites from European companies are required to provide a mechanism for visitors to provide consent to use cookies. Implementing Cookie Policy Acceptance in portals is easily achieved by adding a small piece of JavaScript to a portal web template. Cookies… Continue reading Cookie Policy Acceptance in Dynamics 365 Portals