An updated version of TCS Tools is available – it fixes an issue with simple type(number, text, etc) fields not being updated in some situations, and, also, adds the ability to run an on-demand workflow on all the entities returned from fetch Xml: For example, the configuration record above will instruct TCS Tools to… Read More »
You may think it’s going to be some kind of promotional post, but it’s not.. well, maybe a little. But it’s something that came up as a side-topic of the linkedin discussion here: https://www.linkedin.com/feed/update/urn:li:activity:6441012490728980480/ My personal relationship with the MVP award is kind of controversial. I only had one, so far, and I got… Read More »
I’ve been struggling with portal caching lately – I would update some data in Dynamics, and that change would not be reflected on the portal right away. Unfortunately, there are times when this behavior is just not acceptable since it may lead to all kind of negative feedback from the portal users. And, then, it… Read More »
If you are starting to work with Liquid, Microsoft has a rather detailed documentation here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/custom-templates-dynamic-content But, after a few days of having to scan through that documentation, I’ve started to realize that it would be great to also have a reference page that would list all Liquid keywords and cross-reference them with the… Read More »
Was looking into how to add a custom button to the entity form, and found this thread in the community forums: https://community.dynamics.com/crm/f/117/t/274955 So with a little modification(class attribute of the new button element), just so the second button looks similar to the default “submit” (which is re-labelled to “Subscribe” on the screenshot below), here is… Read More »
As I mentioned to somebody else the other day, I’m relatively new to the portals. So this blog post might not be extremely revealing for somebody who used to be working with the portals for a while. On the other hand, while Microsoft does have a very extensive documentation on the portals, personally I’d love… Read More »
When working with the portal content editor, we have the option of turning the preview on and off: That setting is supposed to either display “draft” content (preview ON) or to hide it(preview OFF): https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/get-started-portal-content-editor That’s what I thought, but it took me a few hours (and, eventually, some timely guidance) to realize that Preview… Read More »
There is an interesting problem that we’ve just discovered. Something fishy has been going on with the field security profiles in our solutions – some time ago we’ve noticed that, every now and then, some of the field security profiles would not be properly updated in the destination environment after importing our updated solution there.… Read More »
Note: this solution was updated to v 1.0.1 on Aug 9. Instead of the original workflow activity, there is a plugin and an SDK step now. It turned out custom workflow activity was causing Generic SQL Errors in some environments. If you just asked “what?!” after reading the title, I guess my mission has already been… Read More »
Just got some time over the weekend to look into the error logging feature for the portals – it was introduced a while ago, so, if you have not seen the documentation yet, have a look: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/view-portal-error-log This turned out to be a mixed experience, although, it’s certainly better to have logging than not… Read More »