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.
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.
Posted on July 19, 2018 by Nicholas Hayduk
When 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.
Posted on July 11, 2018 by Nicholas Hayduk
One 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?
Posted on July 6, 2018 by Nicholas Hayduk
We have an Adxstduio Portals v7 site that’s been causing us grief recently by getting stuck in an error state. The error state is easily resolved by clearing the cache, but this solution required manual intervention. Since the site is currently being upgraded to v8, we didn’t want to invest too much into finding the root cause – it was easier to just kill the cache when the site went down. But what was even easier was using Microsoft Flow and Uptime Robot to do the job for us.
Posted on June 29, 2018 by Nicholas Hayduk
And now for something completely different! While I normally talk about Dynamics 365 Portals, we’ve had a few requests recently around SharePoint and Dynamics 365 integration, specifically around uploading documents to SharePoint via a custom interface. I initially thought that it would be a topic well covered on the Dynamics blogosphere but, to my surprise, I couldn’t find a lot out there. So I spent some time figuring it out, and thought I’d share my findings.
Posted on June 21, 2018 by Nicholas Hayduk
In last week’s post I talked about the release of v9 of the Portals, and mentioned that there didn’t seem to be any new features. Since then a new revision has been released (v184.108.40.206), and the release notes have been updated to include three new features.
Posted on June 12, 2018 by Nicholas Hayduk
The June 2018 release of the Portal Capabilities for Dynamics 365 has a new major version number (v9). Also, in case you missed it (like I did), Microsoft announced in March that a few features are being deprecated.
Posted on June 8, 2018 by Nicholas Hayduk
Provisioning a Dynamics 365 Portal is usually a pretty painless experience, but every once in a while something goes wrong. In this post I’ll share our experience when during the provisioning process our Portal gave us the following error: “Error 403 – This web app is stopped.”
Posted on June 1, 2018 by Nicholas Hayduk
In a previous blog post I mentioned how it can be useful to use the Portals Source Code release to actually step through Portal source code in a debugger. However, there are more great uses for the Portals source code, even if you are using the official Microsoft-hosted option.