Tag Archives: Microsoft Portal

Retrieve Dynamics 365 CRM data in Portal by calling Odata using JavaScript

Introduction When user needs to display all the record using the “account” entity on the portal page then he can perform the retrieve operation by calling OData query using JavaScript. Working First we will create the entity list. On the entity list there is tab “OData” where we need to fill the information like “Entity… Read More »

How to Make Optional Fields as Mandatory Fields in Dynamics 365 Portal

Introduction: Dynamics 365 Portals helps people to access CRM data outside CRM environment and that too at times with people accessing portal may not have login privileges to CRM. So there can be scenarios where in CRM, admin level users can create contacts in CRM and give those contacts just access to portal. So it’s… Read More »

SharePoint Integration with Microsoft Portal

 Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More »

Multiple language options on a single web page in Microsoft Portal

Introduction: Recently we had a business requirement to use a localization (Multiple language options) on a single page i.e. not for the whole portal website. But we don’t want to use out of box localization concept since it applies to whole portal website as shown in above screenshot. So after some research and play around… 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 »

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 »