Web Roles are used to implement Dynamics 365 Portals security, just like we use security roles in Dynamics 365 CE. Every Dynamics 365 portal user must have assigned some web roles to access Dynamics 365 CE records. In the web roles we can configure entity permissions to implement record based security just like we can do in Dynamics 365 CE… Read more »
Are just started working with Dynamics 365 Portals and have many questions in your mind related to customizing Dynamics 365 Portals and extending it’s capability ?? if yes, join on Webinar where we will be discussing following topics Quick Overview of Dynamics 365 Portals We will start with quick view of Dynamics 365 Portals and why you need them. Setup… Read more »
Introduction This article is about the date time format and zone issue in Dynamics 365 Portal. Dynamics 365 CE store date time in UTC format in CRM DB and when you will display date field on Dynamics 365 Portals it will display same date which sometime leads to incorrect date & time. If you are facing same issue this article… Read more »
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 »
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 »
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 »
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 »
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 »
