Blog delivering customer success

Displaying Party List fields in CRM Portals

Displaying Party List fields in CRM Portals

Disclaimer – this blog post only applies to the Community Edition of CRM Portals, as you require access to the source code. The problem – Support for EntityCollections in Liquid When working with Liquid and CRM Portals you might have noticed that Activityparties are not…

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Custom virtual entity provider data source configuration

Custom virtual entity provider data source configuration

Exploring custom virtual entity provider data source configuration We were recently working on a custom virtual entity provider. While going through the Microsoft documentation https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/virtual-entities/custom-ve-data-providers . We noticed that it’s a good starting point, but some pieces of the puzzle or missing or well hidden. As I…

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Dynamics 365 CE 9.x open lookup control support

Dynamics 365 CE 9.x open lookup control support

The introduction of Dynamics 365 CE version 9 brings a lot of new functionalities and changes to the table. One of those smaller changes, I really want to mention is the ability to open a lookup control to select one or more items. This is…

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Use Call to Actions in CRM Portals to increase sales

Use Call to Actions in CRM Portals to increase sales

Up until now, CRM Portals acted mostly as a self-service customer service for existing clients. It’s traditionally a place where they can follow up on existing orders, tickets, projects and so on. However, there is a whole lot more potential to your CRM Portal which…

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Easy use of AliasedValue in Dynamics CRM plugins

Easy use of AliasedValue in Dynamics CRM plugins

If you’ve ever written more complex plugins that retrieve data of linked entities, chances are you’ve come across the AliasedValue object… and had a hard time with it. We’re here to help you with that! What is AliasedValue? Simply put, these AliasedValues are wrappers which…

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Microsoft Forms to Dynamics 365

Microsoft Forms to Dynamics 365

Microsoft recently introduced Microsoft Forms, which is now in preview. Forms is an easy way to interact with people and capture their feedback. Responses are saved directly as a form response with native export to excel capabilities. But more important Microsoft Flow has a building…

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Reading Dynamics 365 system settings using Web API

Reading Dynamics 365 system settings using Web API

The dynamics 365 system settings as grown over the last couple of years, by now it contains a lot of settings that can also be useful when customizing or extending the system. Recently we needed the Bing API key (Dynamics 365 on premise) in our…

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Speed up your Dynamics 365 JavaScript development!

Speed up your Dynamics 365 JavaScript development!

A lot of developers that are introduced to JavaScript development in Dynamics 365 have the same first, quite negative reaction: They find it a slow process (upload, publish, Ctrl + F5). It’s too time consuming. It’s hard to debug.  … Indeed when working on bigger…

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Stuck on “Requesting data from Dynamics 365”

Stuck on “Requesting data from Dynamics 365”

Over the last couple of days, three different people asked me a similar question related to forms stuck while loading. Even though they formulated it differently (or even forgot to mention the environment got upgraded). It always came down to: After an upgrade from Dynamics CRM 2016…

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Using only the first record of a result set in Logic Apps

Using only the first record of a result set in Logic Apps

Today a client requested me to provide an endpoint they could  trigger to create Trial Keys in their CRM from an external website. They pass in a product identifier (Product ID) and expect the GUID of the Trial Key as a response. My initial thought…

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