UPDATE: The latest version of the Attachment Management solution has the ability to specify the entities that will utilize the solution. Be sure to “un-select” the adx_webfile entity and the ensuing disaster described in this post will be avoided. 🙂 Original Post here… A while back I wrote about Microsoft Dynamics 365 Attachment management solution… Continue reading Dynamics 365 Attachment Management and Dynamics 365 Online Portals – Do not mix!
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
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
Just a heads up that I will be presenting a webinar for the XRM Virtual User Group on March 28, 2017 called “Portal Developer Primer”. This session is focused for the Dynamics 365/CRM developer who needs to start getting ramped up on Portal development. It is an evolution from my session at ExtremeCRM in Newport… Continue reading Liquid Part 3 – Displaying a List of Dynamics 365 Records
Before we dive into today’s tutorial, today Adoxio (the consulting arm of the old Adxstudio) released Adoxio Connect Framework to allow seamless integration to other platforms. Something I will be definitely checking out. Retrieving Dynamics 365 Data with Liquid In Part 1 we looked at a very basic Web Template using Liquid. One of the great… Continue reading More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)
Dynamics 365 Portals have a lot of configuration features to allow you to deliver powerful portals. However, you currently don’t have access to the backend to develop your own APS.NET page templates like you could with Adxstudio Portals. A more modern (and some would say a better way) is to create custom portal web templates… Continue reading Liquid Markup in Dynamics 365 Portals – Part 1: “Hello World”
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?
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
One of the great things about the new Dynamics 365 Online Portals is that you can quickly deploy a portal within the Office 365 Administrative interface. If you are using the the legacy Adxstudio Portals, you will manually need to deploy the portal to IIS or to Azure in order for it to be accessible… Continue reading Deploying an Adxstudio Portal to Azure… without Visual Studio