New Dynamics 365 Portal Features

Summary Two of the October release features for Dynamics 365 Portals are now generally available; Manage SharePoint Documents Power BI Integration The New Portal Editor is now in a public preview. Details on configuring these features can be found at the Microsoft Docs site: Manage SharePoint Documents Set Up Power BI Integration Manage SharePoint Documents… Continue reading New Dynamics 365 Portal Features

Cookie Policy Acceptance in Dynamics 365 Portals

Summary Cookies are small files that remember settings or other information on websites and portals. Websites from European companies are required to provide a mechanism for visitors to provide consent to use cookies. Implementing Cookie Policy Acceptance in portals is easily achieved by adding a small piece of JavaScript to a portal web template. Cookies… Continue reading Cookie Policy Acceptance in Dynamics 365 Portals

Missing Sitemap after Dynamics 365 Update

Summary If your Dynamics 365 instance is set to “Application Mode”, when you update to Dynamics 365 v9, you might lose your main Sitemap Navigation menu. The Application mode checkbox is disabled in Dynamics 365 via the user interface or PowerShell commandlets. You can shut off the Application mode via the NEW Power Platform Administration… Continue reading Missing Sitemap after Dynamics 365 Update

Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss!

“You must never be too busy to take time to sharpen the saw” – Stephen Covey If we look back over the last 365 days, the amount of change to the Dynamics 365 platform is staggering.  In the grand scheme of things, it really wasn’t that long ago that we were working with a business… Continue reading Dynamics 365 Professionals – Learning Events You Cannot Afford to Miss!

Dynamics 365 Portals – Switching Portal Between Instances

Summary By default, there is only one Portal provided per Dynamics 365 Subscription with 5 plan 1 users. It is possible to configure multiple “portals” across different instances within a tenant (sandbox and production) but only one of these portal configurations can be connected to one “active” portal URL at any time. Portal solutions and… Continue reading Dynamics 365 Portals – Switching Portal Between Instances

Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid

Summary Entity Lists are an easily configurable way to show list data on a Dynamics 365 Portal, but lack a couple of key features; Entity Lists do not have the ability to drill down to different records from the view. Cannot dynamically show/hide columns or highlight fields. Sorting requires fields to be displayed on Entity… Continue reading Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid

Support Dynamics 365 Community Tools!

Imagine for a moment that on your current Dynamics 365 project that you needed to directly edit the RibbonDiffXml file via Notepad to add a button or menu command to a form.  How long would it take you?  Would you even get it right the first time? What about manually creating a REST query in JavaScript… Continue reading Support Dynamics 365 Community Tools!