Changing the details page link url for Entity Lists

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM  Portals  Web 


Posted on 7/11/2018 11:26:00 PM


When displaying entity lists on a web page, there is usually a default column in a view which is displayed as a hyperlink. The link to the page is displayed based on the Web Page for Details View and the ID Query String Parameter Name attributes on the Entity List form (as shown in the image below). The problem is, what happens if my page that is displaying the Entity List already has query string parameters, and you want to keep those parameters on the next page that you are going to display.

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Adding masking to form controls in Dynamics Portals

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM  Portals  Web 


Posted on 6/21/2018 9:21:00 AM


It is a pretty known practice today, that when creating a web application that requests data from customers, certain fields are masked so that the system can prevent the entry of incorrect data. This has been done in desktop applications for a long time and is now also very common in web based applications.

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Using Placeholders in Portal Entity Form Text Controls

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM  Portals 


Posted on 6/15/2018 7:32:00 PM


Recently I was working on a project, where the client needed all fields to have placeholders for accessibility reasons. When looking at the attribute metadata of the Entity Form, we are allowed to enter some text above or below the textbox control (or above the label), but the option is not available to prepopulate the control with some text when there is no data in it. After seeing a few community questions on how to implement this, I thought to share the solution.

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Changing Portal Lookup Control to Hyperlink Style Control

by Levin, Aric

Business Solutions  Development  Dynamics 365  Portals 


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.

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Multiple Fetch Xml Statements with Or Filter in Portal Web Template

by Levin, Aric

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

by Levin, Aric

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

by Levin, Aric

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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Creating Web Resource with a Lookup Control

by Levin, Aric

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

by Levin, Aric

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

by Levin, Aric

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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