Tag Archives: Dynamics 365 Portal

Page Redirect options in entity form Dynamics 365 Portals

DynamicsPortal

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

DynamicsPortal

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

DynamicsPortal

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

DynamicsPortal

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 »

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 »

Display Success Message with Back button on Dynamics 365 Portal

webportal

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 »