ENGINEERED CODE BLOG

Microsoft Dynamics 365 Portal: Updates accelerate in the October 2018 release and beyond

Posted on October 29, 2018 by Nicholas Hayduk

My latest article for MSDynamicsWorld.com was published today. It talks about the October ’18 release of the Dynamics 365 Portal product, which includes SharePoint and PowerBI integration, as well as some of the other exciting things to look forward to in future releases, including availability within CDS environments, client-side SDK and sandbox licenses.

Continue reading “Microsoft Dynamics 365 Portal: Updates accelerate in the October 2018 release and beyond”

Where’s That Dynamics 365 Portals Code? – Part 4

Posted on October 16, 2018 by Nicholas Hayduk

In my last post in the series on all the different places to look for Dynamics 365 Portals code, I discuss our best practices.

Where’s That Dynamics 365 Portals Code? – Part 3

Posted on October 10, 2018 by Nicholas Hayduk

In my previous blog post, I talked about looking at the page-specific attributes like Copy, Summary, Custom JavaScript and Custom CSS when you’re searching for where the code is being saved. In this post, I touch on a few other places, such as Entity Forms, Entity Lists, Web Files and Content Snippets.

Where’s That Dynamics 365 Portals Code? – Part 2

Posted on October 3, 2018 by Nicholas Hayduk

In my previous blog post, I talked about the overall page structure for a Dynamics 365 Portals page, and the main elements included in the rendered page, including the Header, Footer, and the Page Content. In this post, I get into the details about where code might be within the Page Content.

Where’s That Dynamics 365 Portals Code? – Part 1

Posted on September 28, 2018 by Nicholas Hayduk

When someone first gets started with the Portal capabilities for Dynamics 365, one thing I’ve noticed that can be a bit overwhelming is how many different places you can put a piece of HTML, JavaScript, Liquid, etc to achieve the same result. In this series of posts, I describe some of the options, and provide some our best practices.

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 4

Posted on September 6, 2018 by Nicholas Hayduk

In my fourth and final post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll show you how you can add the ability to upload a file from the Portal directly into SharePoint.

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 3

Posted on August 29, 2018 by Nicholas Hayduk

In my third post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll dive into using the SharePoint REST API to display documents in a folder related to a record in Dynamics 365.

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 2

Posted on August 21, 2018 by Nicholas Hayduk

In my second post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll describe how we go about getting the SharePoint folder location for the current Case on the Edit Case page.

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 1

Posted on August 15, 2018 by Nicholas Hayduk

In 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

Posted on August 7, 2018 by Nicholas Hayduk

Microsoft 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.