ENGINEERED CODE BLOG

Where’s That Dynamics 365 Portals Code? – Part 1

When someone first gets started with the Portal capabilities for Dynamics 365, one thing I’ve noticed that can be a bit overwhelming is how many different places you can put a piece of HTML, JavaScript, Liquid, etc to achieve the same result. In this series of posts, I describe some of the options, and provide some our best practices.

Continue reading “Where’s That Dynamics 365 Portals Code? – Part 1”

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 4

In my fourth and final post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll show you how you can add the ability to upload a file from the Portal directly into SharePoint.

Continue reading “Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 4”

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 3

In my third post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll dive into using the SharePoint REST API to display documents in a folder related to a record in Dynamics 365.

Continue reading “Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 3”

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 2

In my second post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll describe how we go about getting the SharePoint folder location for the current Case on the Edit Case page.

Continue reading “Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 2”

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 1

In this series I’m going to step through how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code. While the recent news that the October ’18 release of the Portal capabilities for Dynamics 365 with include out-of-the-box SharePoint integration may make this series obsolete in a hurry, I’m sharing it as it might inspire other solutions that can leverage the same techniques.

Continue reading “Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 1”

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Engineered Code is a web application development firm and Microsoft Partner specializing in web portals backed by Dynamics 365. Led by a professional engineer, our team of technology experts are based in Regina, Saskatchewan, Canada.