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 »
When designing a form in Dynamics, we can specify, for each section, how field labels will be aligned. It does not seem to have any effect on how those labels show up on the portal, though, since they would always be displayed on top of the fields: So how do we change label alignment… Read More »
In the previous post, I got as far as getting the portal displayed as part of my blog’s web page. However, the way it looks “out of the box” is not exactly the way I’d like it to look like. In particular, I still need to: Remove Contoso header Remove Contoso image from the top… Read More »
What if you wanted to add Dynamics integration to an existing web site rather than to re-create that web site from scratch in the Dynamics Portals? For example, how difficult would it be to add basic customer portal functionality to my WordPress blog? I already blogged about using Dynamcis 365 plugin for WordPress earlier: http://www.itaintboring.com/dynamics-crm/using-dynamics-with-wordpress/… Read More »