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 […]

Tip #793: Enabled app does not mean installed

Gun locked

Depending on the licensing plan, Dynamics 365 instances can have an option to provision Dynamics 365 Portal. In Dynamics 365 Administration Center navigate to Applications and, if you have portal add-on in your subscription, you will see coveted Not Configured against the Portal Add-On app. Click Manage and off you go with the portal provisioning. […]

Tip #740: How to flush cache in portal

Repair computer

If you are still trying to refresh your portal metadata using cache invalidation handle https://nottherealportal.microsoftcrmportals.com/Cache.axd?Message=InvalidateAll, stop it. The caching invalidation mechanism significantly changed and the legacy methods are no longer appropriate or supported. Instead, remember the advice you gave your auntie when her computer was slow? That’s right, turn it off and then back on. […]

Tip #737: Introduction to the portals

Portal gun

This years Spring Update saw the inclusion of Portal Capabilities for Dynamics CRM online. If the first video in our Portal series, we walk you through some of the configuration options, as well and introduce some of the basic functionality and editing options available. Our longest video yet. Give us your feedback, all of it: […]

Tip #666: Don’t break the law with the portals

Don't be evil by sending promotional SMS

I rarely read terms of service but something jumped at me when trying to install the portal solution: The license terms for the Online Service apply to your use of this supplement, except as follows: Customer is explicitly prohibited from using the supplement to design and transmit promotional SMS messages either via the Twilio integration […]