Updated June 6, 2018 In the past year there has been a lot of movement and activity in Dynamics 365 (CRM) community in regards to portal options so it sometimes can be confusing when starting a new project. I am hoping this posting provides a bit of insight of the Dynamics 365 portal options and… Continue reading What are the Portal Options for Dynamics 365?
Recently a customer emailed me and wondered why the “Language” field was missing from the Lead forms in Dynamics 365 (CRM). As we all know, a “Language” field does not come out of the box with D365. Note: A language option (lookup) does appear with the recent Portals 8.2 update. It turned out that a… Continue reading Adding a Simple Language field to Dynamics 365
I have a lot of ideas for blog posts coming over the next few weeks that I think you will find not only helpful but informative, quite a bit of unique stuff on Portals another Dyn365 goodness. Today I am going to recycle another one of my BDO Insights posts regarding Dynamics 365/CRM entity field… Continue reading Dynamics 365 Entity Field Mappings Explained
I originally posted this on my employer’s blog, BDO Insights last year. I was asked recently again on using different currencies in Dynamics 365 worked. So here again is a quick guide of how Dynamics 365 money fields, currency lookups and exchange rates work. This will apply to both Dynamics 365 Online and Onpremise. When a Dynamics… Continue reading Guide to Currencies in Dynamics 365
Despite the fact that Microsoft will now only be selling Adxstudio Portals v7.0 on an exception basis (see here), there are still hundreds of portal implementations that still being deployed and supported. A common method of portal deployment is to deploy the master portal directly to Azure. As anyone who has deployed an Adxstudio Portal… Continue reading Resetting Adxstudio Portal Passwords on Azure
When working on a Portal project, eventually you will want it to be available to your stakeholders (whether it be the outside world or your staff). This blog posting will discuss a fairly easy method to deploy the Adxstudio v7 “Legacy” portal to Internet Information Services (IIS). These particular steps assume that you do not… Continue reading Deploying an Adxstudio Portal to IIS
Sometimes while debugging or diagnosing issues, you need to get some more info about your Dynamics CRM system. A little known feature (that I discovered today) is the Microsoft CRM Debug page. This will list things like the CRM server, CRM database name, versions, organization guids, etc. The page is accessed simply by navigating to… Continue reading CRM Debug Info from your Browser