• Isolate Your Configuration Data Before Import Using PowerShell

    Some applications for Dynamics 365, such as Field Service, Portals, and Unified Service Desk store their configuration data as records in Dynamics 365 – alongside your business data.

    Microsoft’s Configuration Migration tool allows you to easily move configuration data between Dynamics 365 environments. One limitation of the export function, though, is the inability to separate configuration records from business records of the same type.

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  • Dynamics 365 Power Platform April 2019 Release

    The April 19 release of the Power Platform marks a major change in Microsoft’s delivery of updates to customers. With the changes in the updates from last October and the forced upgrade to version 9.x, the platform now will only maintain 1 version and has removed the Customer Driven Update Process. The April 19 release marks the first major release without a customer able to schedule it but the new process ensures everyone is on the latest version and adheres to a consistent update schedule. 

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  • “Under Maintenance” pages for Dynamics 365 portals

    It’s common that a single feature update in your portal means modification to multiple components – which can’t be deployed one at a time. Even after proper rehearsal – deploying these changes to a live production environment can be risky business. Any mistakes or delays in your deployment are immediately visible to users.

    In these cases it may be decided that the best course of action is to take your portal down and replace it temporarily with a maintenance notice page – informing your users that updates are in progress and the portal will be back up momentarily.

    This approach may not be suitable for all situations. Please refer to the Further Consideration section for more details.

    An official “maintenance mode” feature is planned for the April 2019 release of Portals. This feature offers the benefits described in this blog post – and also addresses the concerns described below regarding search engine optimization. This blog post offers an interim solution.

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  • Basic Portal Entity Permissions and the Create Content Wizard

    In the last article I wrote on this subject, we talked a bit about the Create Portal Content wizard. In that article, we walked through creating a list of leads that displays on the portal. Anyone can access the list, and it’s read-only. So where can we go from here?

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  • Hey Siri, close the service request in CRM

    I was doing some testing for my previous blog where I needed to repititively change the status of service request to Resolved, which will send a message to the citizen. I was thinking what if there is a way through which I am able to change something in the D365 very easily. What if I ask the bot to do it for me ?

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  • Adding Content Faster and Easier with the New Portal Management Centre

    There’s been lots of talk about the new portal management capabilities in the latest release of Dynamics 365 and portals. Managing content and adding web pages in portals has up until now been most easily done using the front-side editor when it comes to standard content; meanwhile adding views or forms for other non-portal entities has always been a manual process involving creating entity forms and entity lists on the CRM backend. Indeed, the pain and confusion involved with the process of doing so has been a big blocker in terms of adoption of the Portals as a turn-key solution.

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  • The solution to Custom JavaScript not executing after updating to Portal is simpler than you think

    We ran into a problem after updating to Microsoft Portal and had to do some digging around to find the root cause. We captured our learnings and are sharing them here for anyone who runs into a similar issue.

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  • Adoxio Supports Portal Technology Throughout Product Lifecycle

    Like many companies, part of our sales strategy is to respond to RFPs, and one of the recurring questions is, “What happens to us if your company/product is bought/sold?”. Adoxio has a great answer to this - we are a case study for how to support clients all the way through the product lifecycle, whether we own it or not.

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  • Regulate 365 Day In The Life

    Many regulatory organizations still have applicants fill out and submit paper forms at a general collection point, which are then manually sorted and distributed to the appropriate department. With all the licenses and applications that now govern society, how is it that the technology supporting this entire industry has not evolved with the times?

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  • Regulate 365 Pain Points

    For those who work in regulated fields, the pain of obtaining a license through an agency is all too familiar. The long lines, the endless forms, and the total black hole of information while waiting for approval or rejection make for a difficult, hard to navigate experience for applicants. It’s also a terrible process for those who actually handle license and permit applications – the regulatory employees. On the other side of the counter, employees deal with an application management process that has not advanced much in the last 20 years.  Let’s look at three factors that make life more painful for regulatory employees: disparate systems, repetitive tasks, and dealing with complaints from the public.

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