Category: CRM Portals
When developing custom web template in Dynamics portals, I quiet often use FetchXML queries. Sometimes, I include variables and loops to create my FetchXML but this doesn’t always go as…
Displaying multiple columns in table on a portal can be very useful to see all the relevant information of a record immediately. This is very user-friendly on larger screens but…
When dealing with more complex queries in dynamics portals you quickly loose overview and access to fields deep down in your linked entities. Let me demonstrate this with an example.…
When customizing your Dynamics Portal you might want to change the format of datetime and date only fields. Unfortunately, formatting DateTime fields in Dynamics Portals is trickier than it sounds. To…
When creating custom web templates, that include time zone dependent date time fields coming from CRM, you might encounter some issues regarding time zones. In this example we will recreate…
A common request amongst our Dynamics CRM Portals customers is the ability to execute custom actions and serverside logic in CRM. There are several ways of communicating with the Dynamics…
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…
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…
Madhusudhan on ‘Cannot insert duplicate key’ when cloning Activities: “Hi Thanks for this post. We were trying something similar, but we are getting error “Cannot insert duplicate key” only…” Nov 22, 02:47
on Closing Quotes as Won without creating Orders: “Do you have a solution wherein you arranged all of this? If yes, would you like to share this?” Oct 11, 11:42
on Filter Customer Lookup fields in Dynamics 365: “Hi, thanks for the post. but I am writing to point out one issue in your blog post. “Text Color”,…” Oct 6, 07:54
on Stop queues from automatically creating contacts: “Only microsoft could pull this sort of stunt. Thanks man for helping me find this out.” Aug 25, 13:24
