Posted on 5/18/2018 9:24:00 PM
Recently we had a requirement to change the Lookup Control in the Portal to look like a hyperlink, so that when the user clicked on the Hyperlink it would pop up the Lookup Dialog.
The Lookup control was displayed as part of an entity form, so the only way to really do this was with jquery.
Posted on 5/16/2018 2:22:00 AM
In a recent project, we had a requirement to display cases to the portal that are associated with either Contacts or Accounts. Our case entity had a related entity called Case Contacts, and our account entity had a related entity called Account Contacts. The account entity had a list of all the cases associated with the account.Read More
Posted on 5/6/2018 2:25:00 AM
For the final part of the series, I am going to demonstrate and explain the portions that resides inside Dynamics CRM (or can possibly be built inside other applications). The solution includes an HTML web resource that contains a subgrid (using JQWidgets, but can be replaced with any third party jquery grid or bootstrap table). The subgrid contains a list of documents that are contained in SharePoint, and provides the functionality to upload or download additional documents.Read More
Posted on 5/4/2018 9:03:00 PM
Recently we had the need to create multiple Entity forms in our portal, and be able to pass multiple parameters between the different pages of the portal. As it seems, you are able to pass a single parameter (such as the id of the created record) to the next form, but passing multiple does not seem to be the case. For this particular scenario, using Web Forms was not an option.
The requirement was as follows: Gather the Business Information of the Signed in Contact in a Registration form, and pass some of the information from the Registration form to the Application form.Read More
Posted on 5/3/2018 12:31:00 AM
Posted on 4/29/2018 2:20:00 PM
Recently we had a requirement for one of our Dynamics Portal projects that I thought we could share with the community. The requirement was pretty simple. We had a many to many relationships between Contact and Account (so that a contact could belong to multiple Organizations) that needed to be displayed in a dashboard.Read More
Posted on 3/25/2018 11:17:00 PM
Microsoft Dynamics 365 Online comes with a Portal license which allows users to easily create forms that will capture user input and have that data populate the records of their different Dynamics CRM entities. In many community posts, I still see requests of how this process is done. In the following article I will demonstrate the step to create a web form in CRM and publish that form to the portal on the web site.Read More
Posted on 3/11/2018 12:45:00 AM
A few years ago we had some requirements where we needed to pop up an html web resource where users could select a value from a related entity (in a manner similar to a lookup control). We originally developed this as a regular drop down and retrieving the values using Rest messages, but later on decided to change this and have the user click on a "lookup" style control inside the web resource to get this working.Read More
Posted on 2/28/2018 7:55:00 AM
Now that we have configured our SharePoint and Azure environments to allow us to create an API that will be called from CRM and process SharePoint requests, we will dive into the actual API.Read More
Posted on 2/25/2018 7:09:00 PM
The next part of this solution is to configure Microsoft Azure. If you do not have an Azure account, you can create a Trial account of Pay as you go account. If you are a partner or have a BizSpark subscription you get a certain amount of credits per month, which should be more than enough for the type of implementation that needs to be done using Azure.Read More