More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)

Before we dive into today’s tutorial, today Adoxio (the consulting arm of the old Adxstudio) released Adoxio Connect Framework to allow seamless integration to other platforms.  Something I will be definitely checking out. Retrieving Dynamics 365 Data with Liquid In Part 1 we looked at a very basic Web Template using Liquid.  One of the great… Continue reading More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)

Liquid Markup in Dynamics 365 Portals – Part 1: “Hello World”

Dynamics 365 Portals have a lot of configuration features to allow you to deliver powerful portals.  However, you currently don’t have access to the backend to develop your own APS.NET page templates like you could with Adxstudio Portals. A more modern (and some would say a better way) is to create custom portal web templates… Continue reading Liquid Markup in Dynamics 365 Portals – Part 1: “Hello World”

What are the Portal Options for Dynamics 365?

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?

Adding a Simple Language field to 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

Determining What Configuration/Development Options to use on Dynamics 365 Projects

Every so often I am asked a question or see on a forum post similiar to this; “What is the best practice, a workflow or a plugin?”  Or “Should I use JavaScript, or could I use Business Rules for this?” For someone just starting out, its hard to determine what option/feature/tool to use, let alone… Continue reading Determining What Configuration/Development Options to use on Dynamics 365 Projects

How to Give 6 million Contacts Access to your Portal

Both the Dynamics 365 Online Portal and Adxstudio Portal have the ability to allow visitors to register to give them access to authenticated areas of your site.  Despite what authentication method you use (Forms based, Windows Live ID, Active Directory, Google, etc) the portal will create a corresponding CRM contact record for each visitor that… Continue reading How to Give 6 million Contacts Access to your Portal

Deploying an Adxstudio Portal to Azure… without Visual Studio

One of the great things about the new Dynamics 365 Online Portals is that you can quickly deploy a portal within the Office 365 Administrative interface. If you are using the the legacy Adxstudio Portals, you will manually need to deploy the portal to IIS or to Azure in order for it to be accessible… Continue reading Deploying an Adxstudio Portal to Azure… without Visual Studio

Dynamics 365 Entity Field Mappings Explained

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

Dynamics 365 Bookmarklets!

A few months ago at CRMUG Summit, I was honored to be asked to compete in a friendly competition called “XrmFactor”. I pitched a concept called “Dynamics CRM Bookmarklets” which are really just a series of small, short JavaScript commands that you save as shortcuts in your browser that allow you to do a number… Continue reading Dynamics 365 Bookmarklets!