Generating Invoices To Display In Power Apps 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

Creating A Forms Library – Flow Two

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

Creating A Forms Library – Flow One

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

Using Font Awesome To Improve Your Portal Users Experience

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

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 … Continue reading Create A Portal Inbox & Messaging Process

Adding Portal Profile Photos Using Power Automate, 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 flow using Power Automate (formerly 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 … Continue reading Adding Portal Profile Photos Using Power Automate, Liquid, CSS & JS – Part Three

Adding Portal Profile Photos Using Power Automate, 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 … Continue reading Adding Portal Profile Photos Using Power Automate, Liquid, CSS & JS – Part Two

Adding Portal Profile Photos Using Power Automate, 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 … Continue reading Adding Portal Profile Photos Using Power Automate, Liquid, CSS & JS – Part One