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The problem During a recent solution deployment from sandbox to production we encountered the following error: You cannot complete this action for this component because of the configuration of its…

Simplified Lead Management Experience

One of the topics in the 2019 release wave 2 is the simplified lead management experience. Probably the most interesting feature for lead management will be that we can now…

Javascript Custom Action callback

We recently encountered a scenario where some JavaScript was no longer working after the Dynamics 365 environment was upgraded to the UCI. We started debugging and soon found that our…

Enable generate PDF feature

One of the long requested and anticipated missing components in Dynamics 365 CE is the creation of PDF documents. As of version 9.0.1905.2010 you will have the native capability to…

Dynamics 365 flow button stuck on loading

One of our clients was experiencing some trouble with the Dynamics 365 flow button for “Accounts”. When they clicked the button, its dropdown menu opened but got stuck on “Loading…”.…

Caching is a great functionality and drastically improves the performance of your Dynamics 365 Portal. However sometimes you just need to be sure that you’re working with realtime data. To…

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…

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…

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…

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…