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Category: Web Portals

MSCRM :: External Auth for Dynamics 365 Portals

Original Post.¬†https://community.dynamics.com/crm/b/thinkdynamicdodynamic/archive/2017/04/02/linkedin-integration-with-dynamics-crm-portals-or-adxstudio-portals LinkedIn plays a big role in the professional industry as this application really has a huge network, and lots of businesses uses this to build new relationships with customers, as well as prospect companies. ¬†LinkedIn integration with CRM Portals or Adxstudio Portal lets you Sign In on Portals with LinkedIn Account as a…
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MSCRM :: Liquid – Check is user has a role type

has_role While working of my portal i needed to query what type of “Web Role” a user had, this allowed me to create extra functionality in my portal from changing what information was displayed on a page, to adding an additional menu to the Nav. You will need to create a new “Web Role” in…
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MSCRM :: Documentation for Dynamics 365 Web Portals

https://docs.microsoft.com/en-nz/dynamics365/customer-engagement/portals/administer-manage-portal-dynamics-365

MSCRM :: Clear Dynamics 365 Portal Cache

Sometime if we do any changes in Dynamics CRM portal it wont get reflected immediately, this is due to cache. For this we need to restart the portal from the O365 console. There is a easyer way to clear cache without restarting server or browser. Step 1: Navigate to your portal url https://yourOrganizationname.microsoftcrmportals.com Step 2:…
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MSCRM :: NZ Post Auto Complete

After reading John’s Blog about using the NZ Post Air and the new Auto Complete functionality in MSCRM I thought to myself how can i take this to the next level. ref: https://www.magnetismsolutions.com/blog/johntowgood/2017/05/10/new-zealand-post-auto-complete-in-dynamics-365