Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid

Summary Entity Lists are an easily configurable way to show list data on a Dynamics 365 Portal, but lack a couple of key features; Entity Lists do not have the ability to drill down to different records from the view. Cannot dynamically show/hide columns or highlight fields. Sorting requires fields to be displayed on Entity… Continue reading Dynamics 365 Portals – Overcoming Entity List Roadblocks with HTML and Liquid

Move Dynamics 365 Portal Configuration Data Using the XrmToolBox

Summary There are challenges copying Dynamics 365 Portal Data from one instance to another due to the complexity of the entity structure. Semi-official method of using the Configuration Data Mover has potential to leave gaps and data and other pitfalls. The XrmToolBox Portal Data Mover has been recently updated and when used correctly is an… Continue reading Move Dynamics 365 Portal Configuration Data Using the XrmToolBox

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

Liquid Part 3 – Displaying a List of Dynamics 365 Records

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

Liquid Markup in Dynamics 365 Portals – Part 1: “Hello World”

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”

What are the Portal Options for Dynamics 365?

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?

How to Give 6 million Contacts Access to your Portal

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