Blog - Megan V. Walker

Using Font Awesome To Improve Your Portal Users Experience

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you have ever used a portal for Dynamics 365 you will have noticed that the navigation along the top has a little house to indicate the home page link. If you edit the navigation you will see that…

D365UG/CRMUG – Presentation in Nottingham

There is so much buzz going on about the User Group Summit Europe event in Amsterdam next week, and I can’t wait to present there. However, I’m now looking at the week after, and getting ready for my presentation at the very first D365/CRMUG happening in Nottingham on Thursday April 4th! It’s been organised by…

Adding Documents To Portal Messages

In a previous post, I walked through adding a portal inbox and messaging process. This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include documents attached to the…

Create A Portal Inbox & Messaging Process

If you log in to any social media platform you’ll see a red notification badge telling you how many unread messages you have. We don’t have this in the Microsoft Dynamics Portal by default, but with a little effort we can create this, and provide the user with a notification count and an inbox to…

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Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Three

So in the last part of this post, we are going to finish off with a few simple bits of code, put together our Microsoft Flow, and then walk through to see it in action. In Part Two, we looked at adding our Entity Forms, and the Portal Comment one had a redirect to our…

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Two

In Part One of this series, we looked at what we wanted to achieve in the portal for the user experience, with the ability for them to upload and see their own image. We also looked at the CSS needed, and the forms required. Now we’ll at the Entity Permissions needed. First, we need to…

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part One

One thing about the Microsoft Portals that has always annoyed me slightly (even when using it when Adxstudios) is the Profile area. A user registers, then sees a little mystery person image but with no way to change it or upload their own photo. It isn’t tied to the Contact entity image, so that won’t…

Add Accessible Image URL To Contact Using Microsoft Flow

In a previous post we looked at updating a Contacts D365 (CRM) image from a Twitter profile. Although the image displays within that application, it’s not something you can use to display it anywhere that needs the image to be accessible to the outside world. For example, if you want to use the image using…

Use Twitter Flow Connector To Update Contact Images

I had been using CRM for a few years before I realised you could add a photograph to a Contact record by simply clicking on the mystery person image. Uploading an image to identify your contacts, vendors and partners can make quite a difference to the users, giving simple visual indicators. However, how do you…

Entity Form Metadata On Subgrids

Portal pages are often made from Entity Forms or Entity Lists. However, on an Entity Form, you can display lists using subgrids on regular forms in D365. If you think about adding a subgrid to a form, you can set the columns on the grid, but you can’t change the name displayed on each column,…