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 #837: How to find out what’s new in portals

Portal gun

Wanted to know what’s in the latest Microsoft Portals release but were afraid to ask? Fear no more and point your browser to a kb article Portal Capabilities for Microsoft Dynamics 365 Releases. Now we only need to pursuade the other teams like Field Services and PSA to do the same. And I’m out of […]

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 […]

Tip #806: How to display portal version

Debugging portal

The break was short-lived! Without further ado, first tip of 2017. If you navigate to your Dynamics 365 Administration Center and display all solutions installed in your organization, you will be able to see the version of the solution(s) installed but not the version of the portal code itself. Just add /_services/about to your portal […]

Tip #795: How to change your portal audience

Empty seats

We all make poor choices in life. Selecting the right audience for Dynamics 365 Portals is one of them. You made a mistake, you wanted Partner but selected Employee and now you seem to be stuck. You even tried importing all portal solutions by hand and, while they do light up the site selector, audience […]