Microsoft Portal Dynamics CRM - Microsoft Dynamics 365 CRM Tips and Tricks

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 »

Identify the Source of Records Created From Microsoft Portal in Dynamics 365

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 »