It has been a few weeks since I posted here. Had a good Christmas break and was focused on the Canadian Powerlifting Central Championships. I did “OK”, I missed my first 2 squat attempts on depth so I had to settle for 190kg (got it on 3rd attempt with 2/3 lights). On my second attempt… Continue reading Happy New Year!
Despite the fact that I have worked on a lot of Dynamics CRM implementations over the years, even occasionally I will make a “Noob” mistake. Sometimes even twice. A few months ago one of my clients wanted to re-assign many of their accounts to different sales people based on a new territory setup. This process… Continue reading How to Avoid a Cascading Cataclysm
The Future of Adxstudio Portals v7 This past week any Microsoft Partner involved in the legacy Adxstudio Partner program received a letter from Microsoft stating the end of the Adxstudio Partner program. Now that Adxstudio has been part of Microsoft for a little over a year this is expected and part of the integration process.… Continue reading The Future of Adxstudio Portals v7 and other portal related updates
Over the years, I have found that there seems to be a lot of confusion around the setup and tools required to create and modify Dynamics 365/CRM SQL Server Reporting Services (SSRS) reports. There are a lot of options for analyzing and visualizing data from Dynamics 365 such as built in views, charts and dashboards,… Continue reading Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365
When working on a Portal project, eventually you will want it to be available to your stakeholders (whether it be the outside world or your staff). This blog posting will discuss a fairly easy method to deploy the Adxstudio v7 “Legacy” portal to Internet Information Services (IIS). These particular steps assume that you do not… Continue reading Deploying an Adxstudio Portal to IIS
This is another posting about how Adxstudio/365 Online portals are structured. Today we will look at the concept of portal web pages and how they and their related components are structured in a Portal application. Hopefully after reading this post, you will have a better understanding on how web pages work within the Portal and… Continue reading Portals Web Page Structure
Over the next few weeks I will be breaking out my CRMUG session on Portals into a set of blog articles. I hope these postings will help anyone who has been tasked with setting up and configuring a Portal some good information to get started. Today’s blog is a bit more “theoretical” but I think… Continue reading CRM Online Portal Components