Did you ever try to create a copy of Dynamics Portal web site in the same Dynamics Instance? You may want to ask “why would I do such a thing”, but think of it this way: You cannot link the same Dynamics Portal to more than one web site record at a time, but… Read More »
Since I am using “event” entity to actually work with the event registrations through the extra fields (see Part 3 of these series of posts), I need some server-side logic to process those fields. In this post, I’ll describe how it’s been set up using classic Dynamics workflows, but it might be interesting to convert… Read More »
We’ve seen the screenshots of the event registration web site: http://www.itaintboring.com/dynamics-crm/dynamics-portals-setting-up-simple-event-registration/ We’ve also seen how event and event registration entities are setup / exposed: http://www.itaintboring.com/dynamics-crm/dynamics-portals-setting-up-event-registration-web-site-part-2/ It’s time to bring it all together and have a look at the event details page. That’s a strange page, really. It’s not exposing a form, or an entity… Read More »
Personally, I feel that customization of Dynamics Portals requires a special attitude. We are locked out of the server-side development other than with Liquid, we can’t use our familiar Visual Studio development environment, we don’t have access to the debugging tools.. Basically, it’s a very unusual experience. That said, there is a lot of… Read More »
Did you ever think of setting up an event registration system on Dynamics Portals? It’s really not that complicated, though it’s not quite straightforward either. Here is what I’m going to do in this series of posts: In this first post, I’ll show you what it may look like once it’s all been setup… Read More »
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 »
I’ve been struggling with portal caching lately – I would update some data in Dynamics, and that change would not be reflected on the portal right away. Unfortunately, there are times when this behavior is just not acceptable since it may lead to all kind of negative feedback from the portal users. And, then, it… Read More »
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 »
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 »
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 »