Access Entity based on N:N relationship for Dynamics 365 Portal

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Introduction In this article we are going to discuss how we can configure Dynamics 365 portal Web Roles and entity permission to access entity data based on the system N:N relationship. We are using Dynamics 365 trial and provisioned portal trial. Please refer our earlier article for setting up Dynamics 365 trial if you want to setup a Dynamics 365… Read more »

Change “The form could not be submitted..” message in Dynamics 365 Portal

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In my earlier article, we discussed how to implement custom javascript validation message, now let’s say we want to change the title of the validator. So first thing I tried to check it’s element using inspect. And used following code But even though this label was changed, but validator title was same Then I tried following code, in console And… Read more »

Adding date validation in Dynamics 365 Portal

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Introduction This article is about implementing custom java script validation in Dynamics 365 portal web page. We will discuss how we can show our own custom validation message to portal user. Requirement Let’s say we have following web page in portal where portal customer can enter their preferred date for appointment. But in case customer selects Saturday or Sunday, we… Read more »

Reset your Dynamics 365 V9 Trial to V8.2

Introduction We know that Dynamics 365 trial only for the latest version, but in case you want to setup a Dynamics 365 V 8.2 environment this article going to help you. Please check our earlier article to setup Dynamics 365 Trail. Requirement Reset Dynamics 365 V 9.0 trial to setup a Dynamics 365 V 8.2 environment. Solution We can use following… Read more »

Update Dynamics 365 Data using Flow

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Introduction In our earlier article we discussed how we can create data in Dynamics 365 CE using Microsoft Flow from excel file. Now in this article we are going to discuss how we can update existing data using flow. Requirement: In our earlier example we used following excel table to upload data to contact entity, Now let’s say we have… Read more »

Query intersect entity and it’s attribute- Sample Code

Introduction When we setup system N:N relationship between two entities an intersect entity is created internally, which is not accessible directly. Let’s say we have N:N relationship between case and workorder entity. And if you will try to see attributes of this entity, you will find following attributes So in case we want to query this entity, we need to… Read more »

Uploading data to Dynamics 365 using Microsoft Flow

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Introduction In this article we will discuss how we can create data in Dynamics 365 CE using Microsoft Flow using excel file. Requirement: Let’s say we have requirement to read excel file from one drive for business and create Dynamics 365 CE contacts. We have contact.xlsx file in one drive for business having following fields Solution: We can easily implement… Read more »

Get Option Set value based on label in Microsoft Flow

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Introduction In this article, we will discuss how we can get option set value in Microsoft flow using string map entity. Requirement Let’s say we need to process one import file which will be available in one drive for business and we want to get option set value of relationship type label available in RelationshipType column. Solution In my earlier… Read more »

Getting Started with Dynamics 365 Portal – Webinar

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Introduction Are you new to Dynamics 365 Portal and want to know how to get started? Join us on 1 Sep for Free Webinar in Getting Started with Dynamics 365 Portal. In this article we will discuss some quick question about Dynamics 365 Portal add-on. Why We need Dynamics 365 Portal? Sometimes our customer, partners want to access their data,… Read more »

Modifying Profile Page in Dynamics 365 Portal

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Introduction In this article we are going to discuss how we can customize Dynamics 365 portal profile page. Requirement Let’s say we got following requirement to change profile page 1. Hide Parent account 2. Hide Manage access 3. Change Text to “Please make sure your personal information is up to date” 4. Hide Email confirmation 5. Hide Preferred Language 6…. Read more »