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

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

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

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

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 … Continue reading Add Accessible Image URL To Contact Using Power Automate

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, … Continue reading Entity Form Metadata On Subgrids

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 … Continue reading Using Liquid To Enhance Cases In Portals

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 … Continue reading Add Twitter Feed To Microsoft Dynamics Portal