Tip #1221: Need entity permission for dynamics lookup filters

person holding clear glass pitcher and pouring hot water over the coffee filter

Entity lists in Dynamics 365 Portals include a cool Metadata Filter feature that creates a faceted search over the content of your list. You can filter using text, ranges of values, lookups, optionsets, and even custom FetchXML filter. When you filter by a lookup, you can use a list of static values in your filter, […]

Tip #1220: Accessibility in portals

A white on pink sign with a pictogram of a wheelchair and the arrow pointing to a wheelchair accessible route. Text above the arrow says "Step free Route"

Good news is that the out-of-the-box start portals (Custom portal, Community portal, Partner portal, Customer portal, Employee self-service portal) are accessible. What does it mean and how do you measure it? There are standards, of course, and there are reports on how portals (and Dynamics 365 product line up in general) are compliant with those.

Tip #1219: Root and content pages will make you unemployed

Tree roots on the wall

You crafted a new page in your beloved portal. It’s a work of art. Apple will hire you as a chief designer when they see the page. You change Publishing State from Draft to Published and… Nothing. You wait 5 seconds, F5, still nothing. Ctrl-F5. Nope. Sign in as admin, navigate to /_services/about, Clear Cache, […]

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 […]