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
Tag: Dynamics 365
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!
Guide to Currencies in Dynamics 365
I originally posted this on my employer’s blog, BDO Insights last year. I was asked recently again on using different currencies in Dynamics 365 worked. So here again is a quick guide of how Dynamics 365 money fields, currency lookups and exchange rates work. This will apply to both Dynamics 365 Online and Onpremise. When a Dynamics… Continue reading Guide to Currencies in Dynamics 365
Resetting Adxstudio Portal Passwords on Azure
Despite the fact that Microsoft will now only be selling Adxstudio Portals v7.0 on an exception basis (see here), there are still hundreds of portal implementations that still being deployed and supported. A common method of portal deployment is to deploy the master portal directly to Azure. As anyone who has deployed an Adxstudio Portal… Continue reading Resetting Adxstudio Portal Passwords on Azure
Setting up a Non-Interactive User
Last week I posted a method to use a Dynamics 365 Non-Interactive user as a way to use external tools (XrmToolBox, Plug-In Registration Tool, etc). This solution came about due to the fact that the Delegated Admin doesn’t seem to work to access Dynamics 365 using these tools. Non-Interactive users are also useful when connecting… Continue reading Setting up a Non-Interactive User
Happy New Year!
It has been a few weeks since I posted here. Had a good Christmas break and was focused on the Canadian Powerlifting Central Championships. I did “OK”, I missed my first 2 squat attempts on depth so I had to settle for 190kg (got it on 3rd attempt with 2/3 lights). On my second attempt… Continue reading Happy New Year!
The ReadyXRM Blog by Nick Doelman 