A few months ago we pushed a enhancement update to one of our Dynamics CRM customers. The enhancements were a collaborative effort between our team and our client’s team (whom have been become CRM experts). The package included number of configuration changes, workflows, dialogs, JavaScript and some security changes. The enhancements had already been deployed… Continue reading Dynamics CRM Business Rules Not Working Issue
JavaScript Code Location on Portals 8.2
Microsoft Dynamics 365 Portals v8.2 introduced a new way to implement multilanguage portals. I outlined how to enable multi-language on portals here. Essentially, there is now a “parent” web page record as well as a “child” page for the default language and additional content language pages can be added. What can be confusing is if… Continue reading JavaScript Code Location on Portals 8.2
Stopping Deactivation of Records in Dynamics 365
There was a question recently on CRMUG about how to modify security to prevent users from Deactivating Contacts. In Dynamics 365, the security roles can be configured (and is best practice) to prevent users from deleting records. Deactivating records is generally a safer process as it can be reversed and no information is lost. However, there… Continue reading Stopping Deactivation of Records in Dynamics 365
Setting Multilanguage in Portals
This may be a surprise to some, but the Internet is available in other languages beside English. Shocking news! When this happen? Is this real or just “Fake” news? The following is a step by step guide to enable multi-language in the Dynamics 365 Portal. These instructions also appear in the official documentation, but I… Continue reading Setting Multilanguage in Portals
XrmToolBox: Portal Code Editor Overview and Review
Before we dive into today’s topic, I want to thank everyone who attended my “Portal Developer Primer” webinar on March 30th. My apologies to those of you who tried to attend on March 28th, thankfully we were able to sort out the technical diffuculties. The recording can be found by clicking here. Without further delay,… Continue reading XrmToolBox: Portal Code Editor Overview and Review
Liquid Part 3 – Displaying a List of Dynamics 365 Records
Just a heads up that I will be presenting a webinar for the XRM Virtual User Group on March 28, 2017 called “Portal Developer Primer”. This session is focused for the Dynamics 365/CRM developer who needs to start getting ramped up on Portal development. It is an evolution from my session at ExtremeCRM in Newport… Continue reading Liquid Part 3 – Displaying a List of Dynamics 365 Records
Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)
I was scanning the Microsoft Community Forums the other day when someone was asking a question about why the Actual Revenue field would get populated even if an Opportunity was closed as “Lost.” This didn’t make any sense to me, so I logged into a sandbox instance of Dynamics CRM 2016 sp1 and tried it… Continue reading Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)
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?
The ReadyXRM Blog by Nick Doelman 