Convert a Classic Customized Dynamics 365 Site Map to a Unified Interface App

The new Unified Interface provides a faster, easier way to navigate Dynamics 365 and Model-Driven PowerApps. However, there are still many Dynamics 365 implementations that are still using the “classic” web interface. The best practice approach to convert from a classic interface to the new Unified Interface is to create a series of “role based”… Continue reading Convert a Classic Customized Dynamics 365 Site Map to a Unified Interface App

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

Updated Tools to Build and Configure Dynamics 365 Applications

Summary 2018 was a busy year for Microsoft as they released many new features and restructured the entire Dynamics 365 platform to run on top of the Common Data Service. Along with these structural changes, Microsoft introduced a new user interface and new “maker” tools to and configure and create a unique line of business… Continue reading Updated Tools to Build and Configure Dynamics 365 Applications

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