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?
Both the Dynamics 365 Online Portal and Adxstudio Portal have the ability to allow visitors to register to give them access to authenticated areas of your site. Despite what authentication method you use (Forms based, Windows Live ID, Active Directory, Google, etc) the portal will create a corresponding CRM contact record for each visitor that… Continue reading How to Give 6 million Contacts Access to your Portal
One of the great things about the new Dynamics 365 Online Portals is that you can quickly deploy a portal within the Office 365 Administrative interface. If you are using the the legacy Adxstudio Portals, you will manually need to deploy the portal to IIS or to Azure in order for it to be accessible… Continue reading Deploying an Adxstudio Portal to Azure… without Visual Studio
I have a lot of ideas for blog posts coming over the next few weeks that I think you will find not only helpful but informative, quite a bit of unique stuff on Portals another Dyn365 goodness. Today I am going to recycle another one of my BDO Insights posts regarding Dynamics 365/CRM entity field… Continue reading Dynamics 365 Entity Field Mappings Explained