Category Archives: Microsoft Portals

Attach Documents from Microsoft Dynamics 365 Portal

Introduction: Organizations use Microsoft Dynamics 365 Portals as a hub for making relevant information available to the users at the right time. Many organizations need their portal users to attach documents that get stored in CRM but can be easily accessed from the portal for effortless information flow. Steps to attach documents from Microsoft Portal:… Read More »

Send Invite to Contacts automatically for Microsoft Portal in Dynamics 365

Introduction: After installing/configuring the Portal for Dynamics 365 online, the first question that comes to our mind is, how will we give the Portal access/login to contacts? In this blog, we will discuss few questions related to Portal access. Question #1 As a System Administrator/CRM User, how can we send an invitation to Dynamics CRM… Read More »

Configure Delete Record on Entity List in Microsoft Portal

Introduction: Entity List allows users to show the lists of records in Microsoft Portal. Recently, we had a business requirement to configure Delete record on the Entity List in Microsoft Portal. Configuring actions for Entity List is similar to configuring actions for Entity Form. Steps to configure Delete records from Entity List Grid: 1. Go… Read More »

Remove New Registration Process completely from Microsoft CRM Portal

Introduction: Microsoft CRM portal allows organizations to set up their portal with minimal steps. However, the organization may require customizing a portal to accommodate their business needs. One common business need is whether the portal should have the ability to register a new user or not. When we install the Portal add-on, by default, the… Read More »

Multiple Microsoft CRM Portal Instances for Dynamics 365/CRM

Most often asked question is if one CRM can be used to host multiple portals? When you go through the deployment admin screen for CRM, you have the option to install multiple Portals; you are free to install Customer Portal as well as Partner Portal. This will go ahead and deploy the solution components and… Read More »

Microsoft Portal Configuration Issues

Introduction: Microsoft Portal is easy to configure. However, sometimes we face issues even after correctly configuring the Portal, and it might take a lot of time to identify the issue and solve it. In this blog, we will explain some of the issues that we faced while configuring the Portal Web Pages, Entity Form and… Read More »

Enable Multiple Languages on Microsoft Dynamics 365 Portal

Introduction: Microsoft Portals can be used to surface data from Microsoft Dynamics 365 Customer Engagement for an external audience. Microsoft Portal provide various pre-configured templates for Customer Portal, Partner Portal, and Employee portal amongst others. Recently the portals were extended to provide Multi-language support, and here we cover the steps to enable multiple languages for… Read More »

Display View of Entity on ADX Portals for Dynamics CRM

Introduction: In the previous blog here.  We learned about the installation and deployment of ADX portal, now we will see how to display the views of entities in ADX portal. This basically is used to display the particular entity records to the portal user. For instance, if Dynamics CRM user wants to display the active cases… Read More »