Category: Dynamics 365 Portal

Introducing Dynamics 365 Portals Tips from Engineered Code on YouTube
May 24, 2018 2 Min.To ReadI decided to do something a little bit (or a lot) outside my comfort zone and start a YouTube channel where I will be providing quick tips (2-3 minutes) for Dynamics 365 Portals.

New Releases of Portal Capabilities for Microsoft Dynamics 365
May 17, 2018 2 Min.To ReadI hadn’t gotten the chance to post about the v8.4.1 release of the Portal Capabilities for Microsoft Dynamics 365, and another new one is already out! So I’ll take this opportunity to talk about v8.4.1, which was released in mid-April and includes a couple major enhancements: accessibility for the out-of-the-box portals, and the ability to search within web file and knowledge base article attachments, as well as v8.4.2, which was released in May and includes some bug fixes.

Automatic Cache Invalidation for xRM Portals Community Edition
May 9, 2018 4 Min.To ReadIn 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.

Thoughts on Dynamics 365 Spring Release 2018, CDS 2.0 and Portals
April 18, 2018 3 Min.To ReadLast month Microsoft unveiled the Spring Release 2018 of Dynamics 365. While there were a lot of interesting items in the announcement (Marketing, Embedded Intelligence, PowerBI Insights apps), the one that I’m most excited about is the latest release of Common Data Service (CDS), version 2.0. In this post I’ll provide my thoughts on this latest update, as well as what it might mean for the Portal capabilities of Dynamics 365.
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.