The Future of Project Based Services from Dynamics 365

Planner, Project Service Automation, Projects, Finance, and Operations – the Final Vision The 2019 release wave 2 investments have been focused on providing modular offerings where capabilities across Microsoft Project, Project Service Automation, and Finance and Operations service industries are to complement each other in a seamless fashion when combined and provide a simple go-to-market […]

Portal Security Authentication and Authorization – Quick Reference Guide

Authentication Local Authentication (Not Recommended by Microsoft) Contact record configured for Portal access Invite enabled access (configurable) Username & Password stored in CRM. Password is encrypted Password Recovery & Reset Email address confirmation & Two-factor authentication via email (optional) Lockout in case of multiple failed login attempts (configurable) External Authentication Contact record configured for Portal access […]

PowerApp Portals

Background The PowerApp Portals provide one of the last missing pieces to the Power Platform story. PowerApps Portals was announced in June as the successor to Dynamics 365 Portal. It will be fully decoupled from Customer Experience apps and will live alongside the two other types of PowerApps – Canvas and Model-driven. It has been […]

Charts on the Dynamics 365 Portal

There are two ways to add charts Add chart Liquid tag in the Copy field on a webpage Add chart Liquid tag in the Source field on a Web Template Prerequisite for implementing Charts on Portal Entity Permission Requirement ID of Chart ID of view to filter the query   a) Entity permission requirement Read privilege is asserted for the […]

Importing Multi-Select Picklist Data in Dynamics 365

Multi-select picklist was one of the most requested features in the Dynamics community and was introduced in Dynamics 365 from ver. 9.0 The issue Although introduced, importing multi-select picklist data can be a problem using the CRM Import Tool. Below is the sample csv file with a multi-select column named ‘Hobbies’. Although it as 2 […]

Transform Your Business in 4 ways with Dynamics 365 Portals

Dynamics 365 Portals are shipped with every Dynamics tenant* along with multiple ready to use templates which can be quickly configured and customized to suit business needs to build and extend channels of communication and Collaborate with specifically invited customers, partners or employees. What are Portals for Dynamics 365? Portals are an External website platform […]