JavaScript Code Location on Portals 8.2

Microsoft Dynamics 365 Portals v8.2 introduced a new way to implement multilanguage portals.  I outlined how to enable multi-language on portals here. Essentially, there is now a “parent” web page record as well as a “child” page for the default language and additional content language pages can be added. What can be confusing is if… Continue reading JavaScript Code Location on Portals 8.2

Stopping Deactivation of Records in Dynamics 365

There was a question recently on CRMUG about how to modify security to prevent users from Deactivating Contacts. In Dynamics 365, the security roles can be configured (and is best practice) to prevent users from deleting records. Deactivating records is generally a safer process as it can be reversed and no information is lost.  However, there… Continue reading Stopping Deactivation of Records in Dynamics 365

Setting Multilanguage in Portals

This may be a surprise to some, but the Internet is available in other languages beside English. Shocking news!  When this happen?  Is this real or just “Fake” news? The following is a step by step guide to enable multi-language in the Dynamics 365 Portal.  These instructions also appear in the official documentation, but I… Continue reading Setting Multilanguage in Portals

XrmToolBox: Portal Code Editor Overview and Review

Before we dive into today’s topic, I want to thank everyone who attended my “Portal Developer Primer” webinar on March 30th.  My apologies to those of you who tried to attend on March 28th, thankfully we were able to sort out the technical diffuculties.  The recording can be found by clicking here. Without further delay,… Continue reading XrmToolBox: Portal Code Editor Overview and Review

Liquid Part 3 – Displaying a List of Dynamics 365 Records

Just a heads up that I will be presenting a webinar for the XRM Virtual User Group on March 28, 2017 called “Portal Developer Primer”.  This session is focused for the Dynamics 365/CRM developer who needs to start getting ramped up on Portal development.  It is an evolution from my session at ExtremeCRM in Newport… Continue reading Liquid Part 3 – Displaying a List of Dynamics 365 Records

Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)

I was scanning the Microsoft Community Forums the other day when someone was asking a question about why the Actual Revenue field would get populated even if an Opportunity was closed as “Lost.” This didn’t make any sense to me, so I logged into a sandbox instance of Dynamics CRM 2016 sp1 and tried it… Continue reading Closed Opportunity Issue (and workaround) in Dynamics CRM 2016 (8.1)

More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)

Before we dive into today’s tutorial, today Adoxio (the consulting arm of the old Adxstudio) released Adoxio Connect Framework to allow seamless integration to other platforms.  Something I will be definitely checking out. Retrieving Dynamics 365 Data with Liquid In Part 1 we looked at a very basic Web Template using Liquid.  One of the great… Continue reading More Liquid Markup in Dynamics 365 Retrieving Entity Record Data (Part 2)