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Category: Microsoft Dynamics CRM/365
Dynamics 365 Portal: Undocumented Settings and Snippets
March 7, 2019 3 Min.To ReadOn a weekly basis I typically go through the Portals category on the Dynamics 365 Community forums and respond to posts where I think I can add some value. This past week I came across a post where someone was asking a pretty straight-forward question, with a straight-forward answer that unfortunately can be difficult to track down. So I figured it might be worth writing up a quick post on *cue ominous music* undocumented site settings and content snippets.
Dynamics 365 Portal: How Does the Entity Form or Entity List Get on the Page?
February 13, 2019 5 Min.To ReadA topic I find that often leads to confusion for those new to Dynamics 365 Portal development (and even for those who have been doing it for a while) is the various options for displaying an Entity List or an Entity Form on a page. So in this week’s post, let’s look at the options.
Portal Options for Dynamics 365 On-Premise Customers
February 7, 2019 4 Min.To ReadI’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.
Dynamics 365 Portal: April ’19 Release Notes
January 22, 2019 4 Min.To ReadThe April ’19 Release Notes we’re published on Monday – at over 300 pages, there is a lot to digest! In this post I’ll discuss highlights related to the Dynamics 365 Portal product, including CDS starter portal, maintenance mode, PowerBI enhancements, and more!
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.
