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Category: Microsoft Dynamics CRM/365
Dynamics 365 Portal: Restart vs Reset
January 15, 2019 4 Min.To ReadA question that pop ups from time to time is the difference between restarting a Microsoft Dynamics 365 Portal, and resetting it. The concern is typically around losing any of the customizations or configurations you’ve performed if you do either of those two things. Let’s look at the difference between these two options.
Dynamics 365 Portal: Filter Criteria and Action Buttons
January 11, 2019 5 Min.To ReadAs a follow-up to last week’s post on conditional action buttons, I wanted to dive a bit deeper into a very cool, but completely undocumented feature that exists in the Dynamics 365 Portal product: the Filter Criteria for action buttons.
Dynamics 365 Portal: Conditional Action Buttons on Entity Forms and Lists
January 2, 2019 3 Min.To ReadA question was asked on the Microsoft Dynamics 365 Community forums about how to hide or show a workflow action button based on the current user’s role, and since there are a few different ways to do this, I thought it was worthy of a blog post.
Dynamics 365 Portal: 2018 Year in Review
December 20, 2018 3 Min.To Read2018 was a busy year for the Dynamics 365 Portal product! From the end-of-life of Adxstudio v7 to the release of new features like SharePoint and PowerBI integrations, I’ll cover the most exciting developments throughout the year.
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.
