Recently while working on portal production deployed, we got error for missing components for Field service, but Field Service solution was already installed and setup in production. While doing troubleshooting I found the production organization was missing “PartnerPortalFieldService” solution. To get this solution, we have to install it manually using portal from Portal Actions After that we got this solution. Hope it will help… Read more »
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 »
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 »
Requirement: Dynamics 365 Portal user should be able to access cases from it’s parent customer as well as sub account of it’s parent customer. Solution: We can implement this requirement using Web roles where we can configure entity permissions to access sub accounts and cases in dynamics 365 portal. We need two following entity permissions here: 1. Entity Permissions to… Read more »
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 »
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 »
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 »
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 »
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
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 »