Reasons to move to Dynamics 365 Online from On-Premise (Part 1)

This blog posting is the first in a summary from sessions that I presented at D365UG and Extreme365 on migrating from on-premise to cloud based Dynamics 365 CE (Dynamics CRM). As Microsoft continues to invest in Dynamics in the cloud, it will become more and more compelling for companies using Dynamics 365 on-premise to consider… Continue reading Reasons to move to Dynamics 365 Online from On-Premise (Part 1)

Filter a Dynamics 365 Portal Entity List

When deploying a Dynamics 365 Portal, there are many use cases where you only want to show data related to the authenticated portal user.  Items such as registrations, invoices and other private data should only be accessible by the appropriate user. One method of showing data on the Portal is by using Entity Lists.  One… Continue reading Filter a Dynamics 365 Portal Entity List

Creating a Drill Down Link on a Dynamics 365 Portal Entity Form

The Dynamics 365 CE Portal is great way to extend Dynamics 365 functionality to external users and build powerful web applications.  However, through configuration it still lacks some basic features that internal Dynamics 365 users are used to.  One example of this is the ability to drill down on lookup fields. If we were to… Continue reading Creating a Drill Down Link on a Dynamics 365 Portal Entity Form

Show two Entity Lists on a Dynamics 365 Portal Page

The other day I needed to create a Dynamics 365 Portal page showing 2 entity lists.  Anyone who has worked with the Dynamics 365 Portal knows that you can simply define an entity list on the web page record which will render that entity list on your portal. That works great, but what if you… Continue reading Show two Entity Lists on a Dynamics 365 Portal Page

Quickly Create Dynamics 365 Portal Pages using Portal Management (Wizard)

A common design pattern for Dynamics 365 Portals is to display a list of Dynamics 365 records and provide a mechanism to drill down into the details of each of these records on a list. This structure is setup by creating web pages, entity list, entity form and then wiring it all together.  While not… Continue reading Quickly Create Dynamics 365 Portal Pages using Portal Management (Wizard)

Limiting Users to specific Dynamics 365 Organizations

Whenever a new user is created in Office 365 and assigned a Dynamics 365 CE license, by default they are added as a user to *every* Dyn365 instance in the tenant. The particular user will still need to be assigned a security role in each instance before they will be able to access the system.… Continue reading Limiting Users to specific Dynamics 365 Organizations

Dynamics 365 Attachment Storage Revisited

I recently wrote a couple of blogs regarding the Microsoft Dynamics 365 Attachment Management solution that highlighted the benefits of using Azure Blob storage to hold attachments.  I also uncovered an issue when using the Attachment Management solution with Dynamics 365 Portals. The team at Microsoft Labs did not let this go unnoticed and created… Continue reading Dynamics 365 Attachment Storage Revisited