Getting Started with Dynamics 365 Portal – Webinar

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

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 »

Capturing Survey Response for Grid Questions- Voice of the Customer

Introduction In our last article we discussed about training feedback survey using Voice of the customer, if you are new to voice of the customer, please refer our earlier article for getting started. In this article we are going to discuss how we can capture survey response, especially for grid questions. Requirement Let’s say we want to capture training feedback… Read more »

Designing Training Feedback Survey using Voice of the Customer

Introduction In this article we are going to discuss how we can use Voice of the Customer to design our Dynamics 365 training feedback survey or it can be used for any feedback survey similarly. If you are new to, I will suggest you check our earlier articles Getting Started with Voice of the Customer Requirement We need to capture… Read more »

Getting Record Id from EntityView in Dynamics 365 Portal

Introduction: We can use entity list to render records of entity from specific view configured in entity list. Entity list provide many options like sorting result set, re-labelling view columns, action buttons and more. We can configure details page in entity list which can be opened to view more details about the record or for edit/updating. In this article we… Read more »

Display Success Message with Back button on Dynamics 365 Portal

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 »

Bad Request error while setting Single-valued navigation in WebAPI 8.2

Recently working on Dynamics 365 V8.2 environment, I faced “Bad Request” error in my create request and while I tried to debug the code, I found error: “An undeclared property ‘him_supplierid’ which only has property annotations in the payload but no property value was found in the payload. In OData, only declared navigation properties and declared named streams can be… Read more »

No Code solution for Filtering Subgrid based on the Lookup

There is a common requirement to filter subgrid based on the lookup field, but there is no easy way to implement it without writing code. In this post I am going to discuss a quick workaround to implement this requirement. Let’s see how we can implement this. Requirement: We want to show marketing list for accounts in contact form based… Read more »

Dynamics 365 App Specific URL for your entity

We all know that we can create group of our Dynamics 365 CE entities in a more logical manner using apps, if you are interested in creating new app, you can refer our earlier post for the same. In this article we are going to discuss about Dynamics 365 app specific URLs. Requirement: Let’s say we have created a custom app… Read more »