Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More »
Introduction Microsoft PowerApps Portals provide us the configuration surface which allows users to add forms to collect data in the portal without custom development. Web Template is a Power Apps entity (adx_webtemplate), included with Power Apps portals, that is used to store template source content. A web template will generally contain Liquid for dynamic content… Read More »
Introduction Microsoft PowerApps Portals provides us the configuration surface which allows users to add forms to collect data in the portal without custom development. Entity Forms provides the ability to create, update and display CRM entities records and they are placed into webpages in the portal or used in conjunction with sub grids and entity… Read More »
Introduction In this blog, we will see how we can navigate to login page after once we logout from any page in Microsoft Portal. Let’s look at the requirement where we want to provision the setup such as that the log-in page is redirected as soon the user logs out. Now, after logging again in… Read More »
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 »
Introduction: When developer need to use the js framework in the web. With the Dynamics 365 portal and liquid templates you can utilize the development approaches with those frameworks within your liquid templates. Working: Here I am taking example I will be using the angular js framework here. We will create the new web, to… Read More »
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 »
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 »
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 »
Introduction: Microsoft Portals can be accessed by authenticated and as well as anonymous contacts. So if a user has privileges to create records in Dynamics CRM, irrespective of the fact that they are logged into the Portal or not, then when such records get created in CRM-owner of those records will be set as SYSTEM.… Read More »