Blog - Megan V. Walker

Using Emojis in Option Set Fields

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In Dynamics 365 you can add custom icons in grids. It’s a great feature but you need some javascript and not everyone is comfortable with that. You can achieve something just as cool by using emojis instead! Create a…

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 within…

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,…

Using Liquid To Enhance Cases In Portals

Continuing on from Using Liquid To Enhance The Portal Experience, let’s take a look at using Liquid a bit further. Calling fields that are linked to the user (Contact logged in) record is pretty straightforward once you know how. It’s global throughout the portal so we can call {{ user.firstname }} on any page and…

Add Twitter Feed To Microsoft Dynamics Portal

Keeping customers informed and up to date can be achieved using many different channels. If your organisation has a Twitter profile and it’s used regularly, this can be added to your portal for quick reference and accessibility. Twitter profiles, tweets and hashtags can easily be added to any website, but in this post we will…

The A-Z of Marketing & Branding

This post is a written article based on a presentation I delivered at the D365 Saturday Scotland event held in Glasgow on January 26th, 2019. It’s a collection of tips and ideas of mainly out of the box functionality you can use to keep the marketing and branding of your organisation consistent, with both internal…

Using Liquid To Enhance The Portal Experience

Using a Dynamics 365 Portal allows you to provide self service access to your customers. Once they are logged in, they can view their cases and any other account data you have provided. That’s great, but would about customising their experience even more? Liquid is an open-source template language integrated into portals which we can…

Filter Knowledge Based Articles With Content Access Levels

If you are using a Microsoft Dynamics 365 Portal for your business, chances are you are displaying some kind of FAQ or information to provide answers to your customers. Knowledge Articles (KA) are created within D365 and can be published out to the portal. Below you can see a KA has been found using the…

Forgotten Password Functionality – Dynamics 365

One of the pieces of functionality that is standard in the Microsoft Dynamics Portals is the forgotten password functionality. If a user has issues logging in, they should be able to simply click the ‘Forgot Your Password?’ button, supply their email address, and get an email with a reset link to then be able to…

Setting Up A Portal – Dynamics 365

This post marks the beginning of a series of articles on Microsoft Portals for Dynamics 365. I remember starting out with portals when it was still ADXStudio, it was a challenge! A lot has changed since then to make it much easier, but it can still be slightly daunting if you are doing this for…