Dynamics Portals: Adding a custom button to the entity forms

Was looking into how to add a custom button to the entity form, and found this thread in the community forums: https://community.dynamics.com/crm/f/117/t/274955 So with a little modification(class attribute of the new button element), just so the second button looks similar to the default “submit” (which is re-labelled to “Subscribe” on the screenshot below), here is… Read More »

Dynamics Portals: Basic relationships

As I mentioned to somebody else the other day, I’m relatively new to the portals. So this blog post might not be extremely revealing for somebody who used to be working with the portals for a while. On the other hand, while Microsoft does have a very extensive documentation on the portals, personally I’d love… Read More »

Portal Content Editor: Preview On/Off and caching

When working with the portal content editor, we have the option of turning the preview on and off: That setting is supposed to either display “draft” content (preview ON) or to hide it(preview OFF): https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/get-started-portal-content-editor That’s what I thought, but it took me a few hours (and, eventually, some timely guidance) to realize that Preview… Read More »

Field Security profiles, unmanaged solutions, and why we should actually be looking at the warnings in the solution import logs

There is an interesting problem that we’ve just discovered. Something fishy has been going on with the field security profiles in our solutions – some time ago we’ve noticed that, every now and then, some of the field security profiles would not be properly updated in the destination environment after importing our updated solution there.… Read More »

Error logging for Microsoft Dynamics Portals

  Just got some time over the weekend to look into the error logging feature for the portals – it was introduced a while ago, so, if you have not seen the documentation yet, have a look: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/view-portal-error-log This turned out to be a mixed experience, although, it’s certainly better to have logging than not… Read More »

EasyRepro Tips: one way to work with invisible elements

  When using EasyRepro for automated testing on your Dynamics projects, you will almost inevitably run into the ElementNotVisibleException: This exception may happen in different places, and, if you wanted to understand why, this thread at StackOverflow will provide a very good explanation: https://stackoverflow.com/questions/22110282/how-to-click-on-hidden-element-in-selenium-webdriver Basically, as mentioned there, Selenium has been specifically written to NOT… Read More »