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 »
Sometime we may need to set default value for the entity field in portal forms. In this post we are going to discuss, how we can leverage entity form metadata to fulfil this requirement. Requirement: Identify if case is created from Dynamics 365 Portal. Solution: If you have worked with custom service module earlier then you might be aware of… 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 »