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

Thursday, 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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Customization Aware Web Resource – Part 1

Friday, March 11, 2016

Web Resource is one of the most powerful and versatile extension mechanism in Microsoft Dynamics CRM. It supplies an open canvas to draw custom UI, business logic and whole applications within entity forms, dashboards and stand alone pages. Coupled with the plethora of  free JavaScript libraries out there, you can easily provide your users with advanced solutions that work with Microsoft Dynamics CRM Data. In that sense, Web Resource can implement a custom client which can also be embedded into MSCRM elements. One concern regarding the investment in Web Resource development is the loss of dynamic customization capabilities, which...
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Asynchronous Batch Process Solution Revisited – part 4

Sunday, August 30, 2015

In the previous post, I walked through the ABP (Asynchronous Batch Process) Aggregative Query Scenario. In this post, last in this series, I’ll go through the External Action scenario. Prerequisites 1. Download the Asynchronous Batch Process Solution, import into Microsoft Dynamics CRM 2015 on-premise/Online organization2. Go to Settings – > Solutions and Open the ABP solution. Go to the Batch Process entity definition and check the Settings checkbox in the ‘Areas that display this entity’ section3. Save and publish the solution As always, I advise against publishing any external solution on your production environment without testing it...

Color Your Entity

Monday, July 6, 2015

I have noticed a new attribute named ‘Color’ in the new entity form (Online, 2015 RU 0.1). It is not documented in the online help yet, but guessing this attribute purpose is not difficult: customize the entity panel color in the navigation menu for custom and existing (OOTB) entities. Nice! The Color attribute input text length is limited to 7 characters, to match a color Hex code such as #FF6600 (Orange). Setting a Hex code will let you preview the represented color in the preview box beside the attribute text box. You can find any color Hex code...
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