Two common requests for portal pages is enabling tracking (seeing who has gone to a page) as well as ratings for pages i.e. the ability to say if a page was useful or not. Rating can be found relatively easily under the options for a web page (log in to the portal as an Administrator, […]
Tip #1044: Display lookups as hyperlinks in portal entity list
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 #1030: Video Guide to Portal Content Wizard
In this video, we will look at the new Portal Content Wizard, that was introduced with the newest version of Dynamics 365 portals. We will show you how you can use this wizard to quickly create Web Pages, Entity Lists, and Entity Forms. Give us your feedback, all of it: good, bad, and ugly, I’m […]
Tip #1027: Quick fix for the date format in portals
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 […]
Tip #1005: Keep your portals warm and cuddly
This week I had a privilege to sit among Australian Technical Solution Professionals (TSPs) absorbing some of the best selling techniques delivered by none other than our resident video tipster Derik Bormann. One of challenges of the pre-sales demos is that they need to flow as smooth as butter – there is no room for […]
Tip #977: Moving forward with the portals
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 #963: Minimum portal licensing requirements
Only someone as thorough as Feridun “Best Twitter Handle for CRM MVP” Kadir would spend their time analysing changes in the new (July 2017) edition of Dynamics 365 Enterprise edition Licensing Guide. As it turned out, it was a very good idea. Until now, one could purchase just a single Team Member license, and get […]
Tip #962: Microsoft Portals Source Code Is Available
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 #937: Flush that portal cache
When I’ve got the tip email from Kevin Ingrey, my first reaction was “Groan… Not the portal cache again!” Didn’t we beat the cache refresh for the portal to a pulp in Tip 740 and Tip 784? Looks like we did but obviously not to death. Latest news in the portal science: append /_service/about to […]
Tip #904: Portal refresh, change notification, and reset button
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 […]