Portals Archives - Page 2 of 3 - Megan V. Walker
Portals Archives - Page 2 of 3 - Megan V. Walker

Portals

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

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 … Continue reading Using Liquid To Enhance Cases In Portals

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 … Continue reading Add Twitter Feed To Microsoft Dynamics Portal

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 … Continue reading Using Liquid To Enhance The Portal Experience

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 … Continue reading Filter Knowledge Based Articles With Content Access Levels

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 … Continue reading Forgotten Password Functionality – Dynamics 365

Provide Contacts With Access To A Portal Via A Workflow

In a previous post I talked about how to set up a user with Administrator rights to be able to access and edit a Microsoft Dynamics Portal. There are different ways a Contact can get access to a portal, which all depends on your own internal preference and policies. A Contact could register on the … Continue reading Provide Contacts With Access To A Portal Via A Workflow

Setting Up Microsoft Dynamics Portal Administrator Access

So, you’ve installed a portal, nice work! Now you want to get logged in and start editing things. The easiest way is via the portal itself rather than from CRM. So how on earth can you do that? You could register, but you might as well set up a few fields on the Contact record … Continue reading Setting Up Microsoft Dynamics Portal Administrator Access

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