Category Archives: Dynamics Portal

Working with Dynamics 365 Portals – Webinar

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Web Roles are used to implement Dynamics 365 Portals security, just like we use security roles in Dynamics 365 CE. Every Dynamics 365 portal user must have assigned some web roles to access Dynamics 365 CE records. In the web roles we can configure entity permissions to implement record based security just like we can do in Dynamics 365 CE… Read more »

Working with Dynamics 365 Portals- Webinar

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Are just started working with Dynamics 365 Portals and have many questions in your mind related to customizing Dynamics 365 Portals and extending it’s capability ?? if yes, join on Webinar where we will be discussing following topics Quick Overview of Dynamics 365 Portals We will start with quick view of Dynamics 365 Portals and why you need them. Setup… Read more »

Using FullCalendar for Dynamics 365 Portals

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Introduction This article we will be discussing how we can use FullCalendar in Dynamics 365 Portals. We will see how we can set different layout options and events. Requirement Show Booking information in Dynamics 365 Portal using Calendar control. Details We got requirement where client wanted to see all work order booking under calendar control. The first thing I tried… Read more »

Datetime zone issue in Liquid – Dynamics 365 Portals

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Introduction This article is about the date time format and zone issue in Dynamics 365 Portal. Dynamics 365 CE store date time in UTC format in CRM DB and when you will display date field on Dynamics 365 Portals it will display same date which sometime leads to incorrect date & time. If you are facing same issue this article… Read more »

Fix Duplicate Record Found for Entity error – Dynamics 365 Portals

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Introduction This article is about fixing “Duplicate Record Found for Entity error..” in Dynamics 365 Portals. Details Sometime Dynamics 365 CE display confusing error, for example recently one user got following error while assigning a Web Role to user This error seems confusing as it’s saying Duplicate error, but when I looked into this issue, I found this issue was… Read more »

Page Redirect options in entity form Dynamics 365 Portals

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Introduction This is common while working with Dynamics 365 Portals we need to setup page redirection. Sometimes we want to use existing query string parameter sometime we need to use a different parameter. Today I am going to discuss different options which can be used to set page redirection in entity form through configurations. Details Page redirection can be configured… Read more »

Comparing dates in Dynamics 365 Portals using liquid

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Introduction In this article, we are going to discuss how we can compare two dates using liquid in Dynamics 365 portal web template. If you are new to Dynamics 365 portals, Please refer our earlier article for setting up Dynamics 365 trial  and you can refer this KB to provision portal in your trial. Requirement Let’s say we have one customer appointment entity where… Read more »

Fixing Dynamics 365 Portals Page Template Issue

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While creating Page Template (If you are new to Dynamics 365 portal, you can check about Page Template here) in Dynamics 365 portal, I noticed the type validation was not working (It should hide Rewrite Url field when Web Template is selected under Type field). Please refer our earlier article for setting up Dynamics 365 trial if you want to set up… Read more »

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 »