Inject content into Power Apps portals form components

Sometimes even the most simple requests can balloon in extra configuration to meet the client’s vision. One of the most common uses of a Power Apps portal is to collect some information using a form. Adding a form component to a portal page is a very simple exercise. You create the model-driven form in the… Continue reading Inject content into Power Apps portals form components

Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.

In order to be successful with a career in technology, you must constantly be learning. This may involve reading, taking classes or watching videos. Not only about the Power Platform or Dynamics 365 but learning about other technology stacks and methods, and thinking about how to apply them to your projects. One week ago I… Continue reading Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.

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

Dynamics CRM Business Rules Not Working Issue

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

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

Determining What Configuration/Development Options to use on Dynamics 365 Projects

Every so often I am asked a question or see on a forum post similiar to this; “What is the best practice, a workflow or a plugin?”  Or “Should I use JavaScript, or could I use Business Rules for this?” For someone just starting out, its hard to determine what option/feature/tool to use, let alone… Continue reading Determining What Configuration/Development Options to use on Dynamics 365 Projects

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!