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Category: Dynamics 365 Portal
Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 1
August 15, 2018 2 Min.To ReadIn 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.
Portals and the October ’18 Release Notes
August 7, 2018 4 Min.To ReadMicrosoft decided to make the October ’18 release notes available while I was on vacation (it’s like they didn’t even consider my schedule!), so I’m a bit late on this, but here are my thoughts on what to expect in the fall when it comes to the Portal capabilities for Dynamics 365.
New XrmToolBox Plugin to Cleanup After Portals v7 to v8 Upgrade
July 19, 2018 3 Min.To ReadWhen 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.
Hacking Your Way to Server-Side Code with Dynamics 365 Portals – Just Like Microsoft!
July 11, 2018 4 Min.To ReadOne of the big things we’ve talked about during the transition from Adxstudio Portals v7 to the Portal Capabilities for Dynamics 365 v8 is losing the ability to include server-side code in your website project. There are ways around this limitation – typically we recommend using a Dynamics 365 Portals Companion App. However, there is another technique, which we’ve always considered a bit of a hack, but not only does it work, Microsoft is using the technique in their own Portals. So if they can do it, why not us?
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.
