Tag Archives: Dynamics Portals

Dynamics Portals: External Authentication

  When enabling / disabling external authentication on the portal, there seem to be at least a couple of gotchas. In general, the whole process of enabling external sign in through different authentication providers is described here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-oauth2-settings However, if you wanted to disable external authentication, you might use false for the following site setting:… Read More »

Dynamics Portals: Liquid Reference (the missing Appendix A)

  If you are starting to work with Liquid, Microsoft has a rather detailed documentation here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/custom-templates-dynamic-content But, after a few days of having to scan through that documentation, I’ve started to realize that it would be great to also have a reference page that would list all Liquid keywords and cross-reference them with the… Read More »

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 »

Customer Portals: Adding Dynamics integration to the existing site

What if you wanted to add Dynamics integration to an existing web site rather than to re-create that web site from scratch in the Dynamics Portals? For example, how difficult would it be to add basic customer portal functionality to my WordPress blog? I already blogged about using Dynamcis 365 plugin for WordPress earlier: http://www.itaintboring.com/dynamics-crm/using-dynamics-with-wordpress/… Read More »