Microsoft Dynamics 365 team has been transitioning all documentation to the new docs.microsoft.com site and just launched now is the new documentation for portals. This is a great change to see and is starting to bring the breadth of documentation in alignment with what is available on the legacy Adxstudio Community site. Having it in … Continue reading Dynamics 365 portals new documentation!
One of the more popular features of the Dynamics 365 portals is its ability to expose the knowledge articles from your internal CRM on the public portal or to select audiences. With how the knowledge article functionality is currently implemented in the portal there is not an easy way to customize the article display or … Continue reading Dynamics 365 portals: Customize Knowledge Articles
If you frequent the Dynamics 365 Roadmap site (built on portals 🙂 ) you may notice a new area has been added for the CRM based Applications (Sales, Customer Service, Field Service, Project Service) for portals features. A number of items for all areas of Dynamics 365 has been posted as we near the Spring … Continue reading Dynamics 365 portals Spring Roadmap and Portal Source Code
A frequently requested feature of all types of portals is to display Dynamics 365 data in different displays like charts. The Dynamics 365 portal has a pre-built chart function that utilizes the out of box CRM charting functionality so that you can take the charts you create in CRM and display then easily on the … Continue reading Dynamics 365 portals: Use aggregate FetchXML queries and Chart.js
For many business requirements to get a desired user experience you may push the limits that the entity list functionality provides. With liquid you can write your own service to return data in various formats using the web template Mime Type property. By returning your own data you can inject logic and specific formatting using … Continue reading Dynamics 365 portals: Use liquid to return JSON or XML
A popular component of Adxstudio Portals was its event management system, which unfortunately has not made the transition to Dynamics 365 portals. There will be a new event management system coming in the future (as seen at eXtreme365 in Lisbon), which will come with a portal component that will list and allow registration to events. … Continue reading Dynamics 365 portals: Events and iCalendar Download with Liquid
When you deploy a portal for Dynamics 365 you always want it located as close to your Dynamics 365 instance physically so that the latency for all communications between the portal and Dynamics 365 is as low as possible. With Microsoft managing the portal provisioning they take care of this for you. You still may … Continue reading Determine your Dynamics 365 portal data center
A new feature launched at the inception of CRM portals but never really documented is the ability to display entity record related activities on the portal through a new timeline feature. This feature was created to enhance the portal case management functionality by allowing the display of any activities related to the entity record (using … Continue reading Dynamics 365 portals – Display Activities with Timeline