Reviewing your existing Dynamics 365 System (Moving to Online Part 3)

This is the third post in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are from my recent sessions at D365UG Summit and Extreme365. In Part 1, I blogged about the various reasons of why to move from an on-premise version of Dynamics 365 to… Continue reading Reviewing your existing Dynamics 365 System (Moving to Online Part 3)

When to Move to Dynamics 365 Online (Part 2)

This is second in a series of posts about migrating from Dynamics 365 on-premise to Dynamics 365 Online.  The content and topics are from my recent sessions at D365UG Summit and Extreme365. In Part 1, I blogged about the various reasons of why to move from an on-premise version of Dynamics 365 to Online.  This… Continue reading When to Move to Dynamics 365 Online (Part 2)

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)