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
Tag: Dynamics 365
Missing Sitemap after Dynamics 365 Update
Summary If your Dynamics 365 instance is set to “Application Mode”, when you update to Dynamics 365 v9, you might lose your main Sitemap Navigation menu. The Application mode checkbox is disabled in Dynamics 365 via the user interface or PowerShell commandlets. You can shut off the Application mode via the NEW Power Platform Administration… Continue reading Missing Sitemap after Dynamics 365 Update
Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss!
“You must never be too busy to take time to sharpen the saw” – Stephen Covey If we look back over the last 365 days, the amount of change to the Dynamics 365 platform is staggering. In the grand scheme of things, it really wasn’t that long ago that we were working with a business… Continue reading Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss!
Dynamics 365 Portals – Switching Portal Between Instances
Summary By default, there is only one Portal provided per Dynamics 365 Subscription with 5 plan 1 users. It is possible to configure multiple “portals” across different instances within a tenant (sandbox and production) but only one of these portal configurations can be connected to one “active” portal URL at any time. Portal solutions and… Continue reading Dynamics 365 Portals – Switching Portal Between Instances
Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid
Summary Entity Lists are an easily configurable way to show list data on a Dynamics 365 Portal, but lack a couple of key features; Entity Lists do not have the ability to drill down to different records from the view. Cannot dynamically show/hide columns or highlight fields. Sorting requires fields to be displayed on Entity… Continue reading Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid
Support Dynamics 365 Community Tools!
Imagine for a moment that on your current Dynamics 365 project that you needed to directly edit the RibbonDiffXml file via Notepad to add a button or menu command to a form. How long would it take you? Would you even get it right the first time? What about manually creating a REST query in JavaScript… Continue reading Support Dynamics 365 Community Tools!
How to Create Your First Dynamics 365 SSRS Report
April 2020 Update I know this is a popular post, and the information is still very relevant today and will work both with Dynamics 365 and Model-driven Power Apps projects. If you want more in-depth information and become a SSRS wizard, then take a look at Megan Walker’s SSRS REPORTS FOR CDS & D365 online… Continue reading How to Create Your First Dynamics 365 SSRS Report
Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited
UPDATE 2021: There is a new release of the Report Authoring Tools that will work on SSDT 2019. Check out the updated blog post here: Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365 If you want more in-depth information and become a SSRS wizard, then take a look… Continue reading Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited
Move Dynamics 365 Portal Configuration Data Using the XrmToolBox
Summary There are challenges copying Dynamics 365 Portal Data from one instance to another due to the complexity of the entity structure. Semi-official method of using the Configuration Data Mover has potential to leave gaps and data and other pitfalls. The XrmToolBox Portal Data Mover has been recently updated and when used correctly is an… Continue reading Move Dynamics 365 Portal Configuration Data Using the XrmToolBox
The Curious Case of the Missing “Create Invoice” Button in Dynamics 365
Overview The out of the box process for Dynamics 365 Customer Engagement Sales Process is that an Quote can be converted to an Order, and an Order can be converted to an Invoice. There is a little known feature called “Is Sales Order Integration Enabled” that can change the behavior of this process such that… Continue reading The Curious Case of the Missing “Create Invoice” Button in Dynamics 365
The ReadyXRM Blog by Nick Doelman 