Tip #1207: Check applied entity permissions in portals

Liquid is a great templating language adding flexibility to your Dynamics 365 Portal templates. However, as any abstraction, it hides some of the things happening under the hood, including some security filtering. Consider this fragment running on authenticated page: And… the count is 2 while expected to be the total number of contacts in this […]

Tip #1129: Add features to Dynamics 365 Portal

Mixing in the features

Even the best of us occasionally make the wrong choice when provisioning Dynamics 365 Portals, especially when Customer Self-Service seems like an obvious all-encompassing choice. Except that it is not. Take, for example, the case of Feridun “Best Twitter Handle for CRM MVP” Kadir: Problem I have a D365 instance with the customer self-service portal […]

Tip #1127: Don’t update auto number field

Locked boxes with the engraved numbers

We did mentioned in the past that most of the good inventions are driven by the laziness. Auto numbering the new records is one of those. Instead of manually looking up the next available number, calling other users to see if they have any intention of creating a new record in the next few minutes, […]

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 […]