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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
Not so long ago we tipped about flushing your portal cache. The main advice is still valid: Do not use cache invalidation handle This method no longer works in online portals, and is now obsolete. Turning your portal off and then back on still works but it’s like using a flamethrower to kill a mosquito. […]
In this video, we look at the different Authentication & Authorization options for Dynamics CRM Portal capabilities. We walk through an overview of the elements, and then explore how to access and change them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
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