Is this video we look at some of the basic configuration elements in Dynamics CRM Portal Capabilities. In addition, we also explore how to surface CRM info in the portal using Entity forms and Lists. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]
Tip #740: How to flush cache in portal
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
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
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 […]
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