Back at the start of 2019, I wrote a blog about how to set up and use the Forgotten Password Functionality for portals (Power Pages). Functionality exists for a portal that gives a Contact the ability to do a password reset when they have forgotten their password. This exists as a process (old school workflow) … Continue reading Send Password Reset To Contact Using Power Automate

The Power Apps Portals customisation experience is getting better and better, and a lot of your changes can be made directly within the make.powerapps.com area. However, there are still a lot of things you CAN’T do there, and need to work on and customise from within the Dynamics 365 Portals Model-driven App. I’ve noticed a … Continue reading Script Errors & Jigsaw Icons In D365 Portal App

In June 2020, I put together a 30-day series that covered Google Analytics. Since then, I have had several questions about how you can add it to a Dynamics Portal, but using Google Tag Manager. So a quick blog and video hopefully will help! Here are the main points, but the video walks through the … Continue reading Using Google Analytics & Google Tag Manager In A Dynamics Portal

Recently I was working on a project that called for displaying invoices in a Dynamics 365 Portal. We can easily add the ability to show the Notes entity on the Invoice entity, allowing a user to add a PDF of the invoice which could then be displayed on the portal. However, I wanted something that … Continue reading Generating Invoices To Display In Power Apps Portal

Here we have the final article in a three part series of how to create a Forms Library using Microsoft Flow, Dynamics Portals and Forms Pro. Part One showed all of the D365CE and Portal configuration needed, then Part Two showed how to create a Flow to actually generate Account specific surveys which would then … Continue reading Creating A Forms Library – Flow Two

Following on from the first part of Creating A Forms Library, let’s now look at creating a Microsoft Flow to generate the Form Requests for an Account and have them displayed in your Dynamics Portal. The first thing we need is a trigger of some kind. To keep things simple I have a Yes/No field … Continue reading Creating A Forms Library – Flow One

If you have been reading my blog for a while you will know there are several things I love to write about (and no, not Emojis 😉 ) – that’s Forms Pro and Portals. So I think it is about time I combine the two and walk through how I created a Forms Library for … Continue reading Creating A Forms Library – Portal Configuration

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 the Image URL field contains .fa.fa-home. Ever wondered what that is? It’s using something called Font … Continue reading Using Font Awesome To Improve Your Portal Users Experience

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 … Continue reading Adding Documents To Portal Messages

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 … Continue reading Create A Portal Inbox & Messaging Process