Tip #1086: Bring back content access levels

Protected area

Dynamics 365 Portals have a very convenient way to control access to knowledgebase articles – content access levels. Link contact, account, or web role to a content access level (e.g. Gold Partners), then simply associate that access level with a knowledgebase article and boom – that article is only available to the users associated with […]

Tip #1082: Forming an opinion on which form

If we use ClickDimensions and Dynamics Portals, we have a wealth of options when it comes to creating a form for an external party to fill out. We have: Dynamics Portals Web Forms (and Entity Forms but these are in my ways a simplified version of Web Forms) ClickDimensions Surveys ClickDimensions Web Forms The question […]

Tip #1044: Display lookups as hyperlinks in portal entity list

Portal gun

Entity lists in the Dynamics 365 portals do not have any special handling for the lookups – they just render the display names. Fair enough, after all, how is the rendering code supposed to know what page to link to? If you are comfortable with liquid in portals then the task is relatively easy. Just […]

Tip #1027: Quick fix for the date format in portals

Quick fix

When I roll out the new Dynamics 365 portal, especially for a demo, the first thing I want to do is to change the date format. Why? Because of this comprehensive map of all countries that use the MMDDYYYY date format: In Dynamics 365 go to Portals > Portal Languages and open English record. Change […]

Tip #1005: Keep your portals warm and cuddly

This week I had a privilege to sit among Australian Technical Solution Professionals (TSPs) absorbing some of the best selling techniques delivered by none other than our resident video tipster Derik Bormann. One of challenges of the pre-sales demos is that they need to flow as smooth as butter – there is no room for […]

Tip #977: Moving forward with the portals

Alice in Wonderland choice

If you are a past or present Adxstudio partner, you might have received the email from adxquest@microsoft.com (quest, er?) with the subject Legacy Adxstudio Portals v7 Partner Announcement. The email is all about the changes coming for legacy Adxstudio Portals v7. I don’t believe there is any new information but it’s really nice to have […]

Tip #963: Minimum portal licensing requirements

Single user portal licensing

Only someone as thorough as Feridun “Best Twitter Handle for CRM MVP” Kadir would spend their time analysing changes in the new (July 2017) edition of Dynamics 365 Enterprise edition Licensing Guide. As it turned out, it was a very good idea. Until now, one could purchase just a single Team Member license, and get […]