In my post about the Create Portal Content Wizard, I talked about how easy it is to add content to the portal using point-and-click configuration, and demonstrated that the Wizard creates a whole lot of records in the background for you so that you don’t have to. It’s like magic! It certainly does beat having to spend the time configuring Entity Forms, Lists, Permissions, and web pages all from scratch. However, the Wizard also has its limitations. There are several scenarios that it simply can’t manage, including some fairly basic ones. The Wizard can also leave you with a fair bit of manual work or cleanup to do, depending on what you’re building.

In order to better understand the Wizard, I figure now’s the time to spell out exactly what records actually get created by the wizard. To do this, we’ll go through the different options for configuring a list (we care mostly about displaying organization entities, so that’s the focus of this article) and then see exactly what configurations are created with each and what changes occur with the different settings. If you aren’t familiar with the Wizard, I explain the steps for using it here. Read that first, then come back – this article is more of a deep dive.

If you have used Dynamics 365 you must be familiar with the + New button on the lookup. This enables the user to create a new item instead of selecting an existing one.

This feature has been a frequent ask for Dynamics 365 Portals. The good news is that this functionality was added by the product team a few releases back. The bad news is that it is only partially done.

Adoxio's Technical Director of Services Delivery, Colin Vermander will be speaking at eXtreme365 (formerly eXtremeCRM) on March 13-17, 2017, in Lisbon.

The purpose of the eXtreme365 conference is to help the Microsoft Dynamics 365 (CRM) community more effectively grow their business by selling, deploying and extending the Microsoft Dynamics 365 solution. eXtreme365 is dedicated to providing insight to the Microsoft Dynamics 365 future vision and strategy and encourages sharing of knowledge among the Microsoft Dynamics 365 community.  eXtreme supports critical connections with Microsoft, ISVs and partners – all with a goal of helping the community learn, grow and work more productively together.

Colin will be speaking at two sessions: Extend Dynamics 365 Portals with Custom Code, and Everything you need to know - Dynamics 365 Portals Implementations.

We hope to see you in Lisbon!  If you would like to pre-schedule a meeting with Colin while in Lisbon, please feel free to contact us.

If you create a new Dynamics 365 trial since around the holiday time frame you may have noticed that a portal can be configured as part of this trial. If not read on for instructions on how to configure your portal as part of the trial.

A number of the Dynamics 365 application services; Field Service, Project Service and portals, all became generally available this week following the release of Dynamics 365 earlier this month. These all offer a number of improvements and new features from their previous iterations under Dynamics CRM. Previously called CRM portals, now Dynamics 365 portals, has received some significant updates, even some functionality that starts to bring the 3 application services together with Project and Field Service functionality now in some portals. Let’s take a look at some of the largest changes in this release:

Update 2/1/2017:
Microsoft has release CRM SDK 6.1.2 which fixes compatibility between Adxstudio Portals v7 and Dynamics 365! Read more here.

With all the changes in Dynamics 365 there are updates in the SDK and service that now make Adxstudio Portal v7.x incompatible. Outlined below are some of the issues you may run into, with some temporary workarounds if you want use Dynamics 365, and the potential pitfalls of these current solutions. As a result of the current status of support with Dynamics 365, it would be recommended that if you have an Adxstudio Portals v7.x implementation using CRM Online that you currently do not upgrade past CRM 2016 Update 1.