Animated Tip: Create a Fully Functional Portal Page in 60 Sec. (Or Less)

February 22, 2018

The Create Portal Content wizard is a nice new feature in Portal version 8.3 that was published recently. This wizard simplifies the process of creating webpages along with entity forms and entity lists by admins. If you are not familiar with the process of provisioning new pages in Microsoft Dynamics 365 Portal, you can do some reverse engineering of the Portal elements automatically created by the wizard. In the following demo, I am creating a new Page for authenticated Portal users which displays Lead records with an option to create new record. It assumes that the user has the required Entity...
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Execute a Recurring Job in Microsoft Dynamics 365 with Azure Scheduler

February 8, 2018

The requirement for recurring job execution is quite common in Microsoft Dynamics implementations. Here are some of the business requirements I have encountered: Send monthly newsletter to target customers Synchronize MSCRM Users details with Active Directory once a day Once a month, disqualify all leads that have no open activities Once every hour, export Appointments from mail server and import into Dynamics 365 Microsoft Dynamics 365 has no reliable built in scheduling mechanism that can be leveraged for custom solutions. The Asynchronous Batch Process Pattern I have written about in the past can be used with daily...
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