Tag Archives: Dynamics 365 Portal

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 265 Portal. In this article we will discussion some quick question about Dynamics 365 Portal add-on. Why We need Dynamics 365 Portal? Sometime 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 »

Display Success Message with Back button on Dynamics 365 Portal

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Introduction: In this article, we are going to discuss how we can display a success message with a back button on the Dynamics 365 portal web page once the record is submitted. Requirement: Display specific message after case submission with a back button to go back to case list in Dynamics 365 portal. Solution: To implement the above requirement, we… 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 »