I’ve been asked a few times recently about my recommendations for customers who aren’t using Dynamics 365 Online but still want portal functionality. In this post I’ll present some options and provide my two cents.
When using the Microsoft-provided PowerShell scrips to assist with an upgrade from Portals v7 to v8, there are a few known issues that could still leave your data in an undesirable state. We’ve released an XrmToolBox plugin to help address a couple of those items.
We have an Adxstduio Portals v7 site that’s been causing us grief recently by getting stuck in an error state. The error state is easily resolved by clearing the cache, but this solution required manual intervention. Since the site is currently being upgraded to v8, we didn’t want to invest too much into finding the root cause – it was easier to just kill the cache when the site went down. But what was even easier was using Microsoft Flow and Uptime Robot to do the job for us.
In a January blog post on upgrading to the xRM Portals Community Edition, I promised to look into automatic cache invalidation. It only took a few months, but I’m finally delivering on that promise.
Having gone through the entire process of upgrading a customer from Adxstudio v7 to xRM Portals Community Edition, I’d like to share what I’ve learned so that it might make your upgrade process a smoother experience.
My third article for MSDyanmicsWorld.com was just released. It talks about the end-of-life of Adxstudio Portals, the release of the Dynamics 365 Portals v8.3 source code, and some of the new features of that 8.3 release.
My thoughts on a fantastic week in Nashville for the D365/CRMUG Summit conference.
There were two major developments in the last few weeks with regards to Dynamics 365 Portals: the source code for the current version of Dynamics 365 Portals was released, and Microsoft announced that support for Adxstudio Portals v7 would end of August 1, 2018.
In this post I go through some of our favorite platforms for building portals, and I’ll let you know what we love, and what we don’t, about each one of them.
If you’re just getting started with Dynamics 365 Portals, it can be a bit tricky to track down documentation, release notes, and other useful resources. Here are some of my favourite Dynamics 365 Portals links.
