Redirecting User to Specific Page After Login to Dynamics 365 Portal

Requirement: Support user should be redirected to support page after login to Dynamics 365 portal instead of home page. But later they can navigate to home page. Solution– In order to implement this requirement, here we need to implement two checks: 1. Check if user is a support user. 2. Check if he is navigating to home page for the… Read more »

Adding Cancel button on Web Page – Dynamics 365 Portal Quick Tip

Requirement: Add a custom button on Portal Page to cancel operation. Solution: While working on Dynamics 365 portal, sometime we need to add additional buttons on the web page. We can create liquid template if we want to implement some complex logic and buttons, but if it just matter of quick custom button we can use Web Page Script area…. Read more »

Quick way to add Dynamics 365 portal user in Dev environment

Let’s say you are working on Dynamics 365 portal dev environment and you want to quickly add your demo users. You can following below instruction to add users without invitation. 1. Open to contact record whom you want to add as portal user 2. Make sure you are on the Portal Contact form 3. Navigate to Web Authentication section 4…. Read more »

Using business rule for Data Import Validation

Recently I saw one question in CRM forum where user was interested in using Business Rules to implement data validation for Data Import? so can we do that ?? The answer is Yes !!, of course we can do that, business provides support to run your logic on server side right, if you don’t know this, check our earlier article… Read more »

Implementing Duplicate Detection using Keys

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Dynamics CRM contains duplicate detection feature, if want to know about this feature you can check here. This feature can be enabled for multiple operations for example, we can see different options under duplicate detection settings below: These setting work differently based on operations for example if user will try to import data to respective entity for which you have duplication detection rule… Read more »

Virtual Entity – New way of integration Part 2

This is our second article regarding virtual entity, if you have not checked our earlier article, we will suggest you to check that first here. In this article we are going to demonstrate about create OData Web API without Entity Framework and hosting it in Azure to consume into Dynamics 365. Let say we have employees data that we want… Read more »

Virtual Entity – New way of integration Part 1

We have seen this question many times in Dynamics CRM forums, “How can I show my custom db data into CRM forms with saving it into Dynamics CRM” and the possible options are to develop a custom control using scripting for example HTML or host a custom report/web page on iframe if you are working with CRM version

Implementing field mapping using Xrm.WebApi

In our last article we discussed Xrm.WebApi create, update and delete method. In this article we are going to provide sample code for using Xrm.WebApi retrieve method. Many times we required to setup field mapping between parent and child entities, for example let’s say we need to bring following information based on the account selected under contact entity. We can… Read more »

Using Xrm.WebApi in Dynamics 365/CRM

With the release of Dynamics 365 update 9.0, now we have a new library to implement WebApi methods using Xrm.WebApi. Instead of writing complete request, now we can just use direct CURD methods from WebApi. If you are looking for how to write WebApi for Dynamics CRM 2016, check our sample index here Xrm.WebApi have two properties to use for… Read more »