Tag: Dynamics 365

Winning the Storage Wars with Attachment Management for Dynamics 365

Posted in Azure, Dynamics 3656 Comments

UPDATE:  For a more up to date steps to setup the Attachment Management (that now works with the Dynamics 365 Portal) please click here. In 1981 Bill Gates famously stated “640K should be enough for anybody”.  While not publicly documented, I am pretty sure in 2008 he also said that 5GB should be enough for… Continue reading Winning the Storage Wars with Attachment Management for Dynamics 365

Dynamics CRM Business Rules Not Working Issue

Posted in bugs, Configuration, Dynamics 36512 Comments

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

Posted in Dynamics 365, Dynamics 365 Development, PortalsLeave a comment

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

Posted in Configuration, Dynamics 365Leave a comment

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

Posted in Dynamics 365, Portals1 Comment

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

Posted in Dynamics 365, Dynamics 365 Development, liquid, Portals, Uncategorized, xrmtoolbox6 Comments

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

Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)

Posted in bugs, Configuration, Dynamics 365Leave a comment

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)

What are the Portal Options for Dynamics 365?

Posted in Dynamics 365, Portals, Uncategorized2 Comments

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?