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

Dynamics 365 Attachment Management and Dynamics 365 Online Portals – Do not mix!

UPDATE: The latest version of the Attachment Management solution has the ability to specify the entities that will utilize the solution.  Be sure to “un-select” the adx_webfile entity and the ensuing disaster described in this post will be avoided.  🙂 Original Post here… A while back I wrote about Microsoft Dynamics 365 Attachment management solution… Continue reading Dynamics 365 Attachment Management and Dynamics 365 Online Portals – Do not mix!

Dynamics 365 Solution Import Issue – Cannot add root component of type 60

For some reason solution imports have not been my friend the last few months. Usually when a solution doesn’t import, 99% of the time it comes down to dependency issues or a corrupt solution file.  For on-premise deployments, if the log file doesn’t provide good information, setting up server side traces or SQL profiler traces… Continue reading Dynamics 365 Solution Import Issue – Cannot add root component of type 60

Winning the Storage Wars with Attachment Management for Dynamics 365

UPDATE:  For a more up to date steps to setup the Attachment Management (that now works with the Dynamics 365 Portal) please click here. In 1981 Bill Gates famously stated “640K should be enough for anybody”.  While not publicly documented, I am pretty sure in 2008 he also said that 5GB should be enough for… Continue reading Winning the Storage Wars with Attachment Management for Dynamics 365