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Category: Dynamics 365 for Customer Insights
Capturing Dynamics 365 Portals Interactions in Customer Insights In an Hour or Less – Part 3 – Linking Contact Profiles and Portal Interactions
December 11, 2017 2 Min.To ReadIn this post, I’m going to enable the integration between Dynamics 365 Portals and DCI, and create the link between contact profiles and portal interactions.
Capturing Dynamics 365 Portals Interactions in Customer Insights In an Hour or Less – Part 2 – Data Model, Data Source, and Basic Setup
December 6, 2017 4 Min.To ReadIn this post, I provide a brief introduction of the Dynamics 365 for Customer Insights service for those who aren’t already familiar.
Capturing Dynamics 365 Portals Interactions in Customer Insights In an Hour or Less – Part 1
November 29, 2017 2 Min.To ReadMy first in a series of posts on how to configure the integration between Dynamics 365 Portals and Dynamics 365 for Customer Insights.
Popular Posts
Power Pages: When to Use (and When Not To)
March 6, 2023 5 Min.To ReadThe growth of Power Pages has been an amazing story. Since being acquired by Microsoft in 2015, the product has gone from a niche add-on for Dynamics 365 Customer Engagement to a full-fledged product in the Power Platform. The visibility that comes with getting equal billing to other Power Platform products like Power BI, Power Apps, and Power Automate means that new people are discovering Power Pages all of the time. However, as with any software product, Power Pages isn’t always a fit, even if your project fall under the category of low code web application development platforms. In this post, I will share what I look for when trying to determine if Power Pages is a fit for a given project.
PowerApps Portals: Liquid and JavaScript – Better Together!
October 31, 2019 4 Min.To ReadPowerApps Portals offers two primary languages for customization: JavaScript and Liquid. This leads to confusion as to which technology should be used when – I’ll try to clear up some of that confusion in this blog post, as well as demonstrate that is many cases, the best option is a combination of the two.
Power Apps Portals: fetchxml Liquid Tag and Entity Permissions
January 16, 2020 3 Min.To ReadThe fetchxml Liquid tag is arguably the most powerful Liquid tag in Power Apps Portals – it allows you to meet complex requirements for the display of data. But, if you combine it with a complex Entity Permissions model, you could find yourself getting unexpected errors. In this post I’ll cover what can cause those errors, and how to work around them.
Power Pages: Adding a Custom Form Modal to List Action Buttons
December 8, 2023 6 Min.To ReadRecently there was a comment on my blog Power Apps Portals: Related Entity as Source of Next Web Form Step about adding a custom Edit button to a list or subgrid. In this case, rather than editing the main row in the table, they wanted to edit a row that was related to the main row. If you want the edit form to pop up in a modal, it requires a bit of JavaScript. In this post, I’ll go through what you need to do in order to achieve this functionality.
