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 #962: Microsoft Portals Source Code Is Available

Portal Source Code

After a very short private preview program, Microsoft has just made the source code for the Dynamics 365 Portals available on the Microsoft Download Center. We’ve already reviewed the topic on the podcast but this milestone is quite significant to deserve another discussion. tl;dr One-off release of portal source code is available for download. If […]

Tip #904: Portal refresh, change notification, and reset button

Time for a change

Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]

Tip #827: Restricting date picker on portal forms

Aztec calendar

This tip comes directly from none other than Tanguy “The XRM Toolbox” Touzard himself. It’s super easy to build an entity form and a page to allow editing of the Dynamics 365 records in a portal. But what if we want to restrict a date picker control to a certain range, which could be dynamic, […]

Tip #817: Display knowledge articles in the portals using custom templates

Books

Dynamics 365 portals come with a specially crafted pages for browsing Knowledgebase Articles by category as well as for displaying the content. KB content page is based on a rewrite-style template and is not customizable. It’s not difficult to put together an entity list and entity form to display the list of the articles and […]

Tip #815: Make your Dynamics 365 portal speak local language

Swedish Chef

As of the time of writing, Dynamics 365 supports 45 languages. But there is only one English, one Spanish, and one French (to name a few) which makes people in UK, Australia, entire South America, and Canada fairly disappointed, considering that the list of locales contains about 230 entries. We learned to deal with the […]

Tip #811: Multilingual portals and external authentication providers

Sign language

After on and off hiatus caused by the festivities season we are back with another annual round of the daily tips. If you have external authentication providers all worked out in your Dynamics 365 Portal, and then you enable multilingual feature so that your portal looks fine in, say, Kazakh (yes, it’s one of the […]