Multiple Fetch Xml Statements with Or Filter in Portal Web Template

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Business Solutions  Development  Dynamics 365  Portals 

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.

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Dynamics 365 and SharePoint Online Integration – CRM Implementation

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Business Solutions  Development  Dynamics 365  Dynamics CRM  SharePoint 

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.

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Portals: Pass multiple parameters between Entity Forms

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Business Solutions  Development  Dynamics 365  Dynamics CRM  Portals 

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.

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JavaScript Web Files in CRM Portals

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Business Solutions  Dynamics 365  Dynamics CRM  Online Services  Web 

Posted on 5/3/2018 12:31:00 AM


As in any project, either CRM or Web application, the requirement to have JavaScript libraries that can be accessed across multiple files is common. In Dynamics 365 Portals, the use of Web Files is how we have the ability of create files that will be shared across the entire portal, or possibly only sections of the Portal. These common files are stored in the Web Files entity. This issue is that when we try to add a JavaScript web file, we get an error that the attachment is blocked. Web Files use the Notes entity to store the actual files that we add to the Web File entity. 

 

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Fetch Xml Portal page with Entity Permissions

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Business Solutions  Dynamics 365 

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.

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Creating a Portal Web Form

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Business Solutions  Dynamics 365  Dynamics CRM 

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.

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Creating Web Resource with a Lookup Control

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Business Solutions  Development  Dynamics 365  Dynamics CRM 

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.

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Dynamics 365 and SharePoint Online Integration – Web Api Development

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Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 

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.

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Dynamics 365 and SharePoint Online Integration – Azure Configuration

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Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 

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.

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Dynamics 365 and SharePoint Online Integration - SharePoint

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Business Solutions  Cloud Platform  Development  Dynamics 365  Dynamics CRM  Online Services  SharePoint 

Posted on 2/25/2018 4:25:00 PM


The easiest part of this solution is to configure SharePoint. There is no custom development involved, but just the creation of the document library, the folders, custom lists and the attributes that we want to use for the solution. We will need to start with the creation of the custom lists as they will be used for the creation of the lookup attributes.

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