If you are not sure whether Dynamics Portals address global accessibility requirements, there is an easy way to find out without actually having to re-test each and every page. Although, I have to say when this question came up earlier today I really had no idea what to answer. On the one hand, as… Read More »
If you had different applications which could all be implemented in Dynamics (maybe different flavors of the case/contact management), how would you decide whether to put those applications in the same instance or whether to set up different instances for some of them? Not sure if there is a simple answer.. My colleague and… Read More »
Since I am using “event” entity to actually work with the event registrations through the extra fields (see Part 3 of these series of posts), I need some server-side logic to process those fields. In this post, I’ll describe how it’s been set up using classic Dynamics workflows, but it might be interesting to convert… Read More »
We’ve seen the screenshots of the event registration web site: http://www.itaintboring.com/dynamics-crm/dynamics-portals-setting-up-simple-event-registration/ We’ve also seen how event and event registration entities are setup / exposed: http://www.itaintboring.com/dynamics-crm/dynamics-portals-setting-up-event-registration-web-site-part-2/ It’s time to bring it all together and have a look at the event details page. That’s a strange page, really. It’s not exposing a form, or an entity… Read More »
Personally, I feel that customization of Dynamics Portals requires a special attitude. We are locked out of the server-side development other than with Liquid, we can’t use our familiar Visual Studio development environment, we don’t have access to the debugging tools.. Basically, it’s a very unusual experience. That said, there is a lot of… Read More »
Did you ever think of setting up an event registration system on Dynamics Portals? It’s really not that complicated, though it’s not quite straightforward either. Here is what I’m going to do in this series of posts: In this first post, I’ll show you what it may look like once it’s all been setup… Read More »
It’s not all about solutions, workflows, configuration changes, etc. Sometimes, we just need to move data from one environment to the other before making any configuration changes, and, of course, we need to keep the ID-s.. Can we use SSIS? We can. Can we use SCRIBE? We can. But what if we did not… Read More »
Imagine this kind of (probably simplified) scenario: You have added a field to the contact entity in the sandbox environment. Let’s say it’s “Saved Full Name” field You have also created a workflow to copy values from the out-of-the-box “full name” field to your new custom field You want to make sure that, once… Read More »
Automated deployment has always been a bit of a problem in the Dynamics world to say the least, and, of course, we hit exactly the same walls while working on the most recent project. Here is what we came up with – you might (or might not) find it useful.. In the core of… Read More »
You might be creating a number of new entities, all related to each other through a hierarchy of relationships, and, then, you might have to set up security so that, if a user were given permissions to the top-most entity in that hierarchy, that user would also get access to the other entities. Imagine, for… Read More »