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
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)
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)
Dynamics 365 Portals have a lot of configuration features to allow you to deliver powerful portals. However, you currently don’t have access to the backend to develop your own APS.NET page templates like you could with Adxstudio Portals. A more modern (and some would say a better way) is to create custom portal web templates… Continue reading Liquid Markup in Dynamics 365 Portals – Part 1: “Hello World”
Updated June 6, 2018 In the past year there has been a lot of movement and activity in Dynamics 365 (CRM) community in regards to portal options so it sometimes can be confusing when starting a new project. I am hoping this posting provides a bit of insight of the Dynamics 365 portal options and… Continue reading What are the Portal Options for Dynamics 365?
Recently a customer emailed me and wondered why the “Language” field was missing from the Lead forms in Dynamics 365 (CRM). As we all know, a “Language” field does not come out of the box with D365. Note: A language option (lookup) does appear with the recent Portals 8.2 update. It turned out that a… Continue reading Adding a Simple Language field to Dynamics 365
Last Friday I was writing up a response to an RFP that involved both Dynamics 365 and Dynamics 365. Huh? What I mean is that the proposal was for Dynamics 365 and Dynamics 365 for Financials. Still confused? The proposal was for Dynamics 365, formally known as Dynamics CRM, but in some circles referred to Dynamics… Continue reading Dynamics 365 – What’s in a Name?