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

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

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

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 … Continue reading Setting Up A Portal – Dynamics 365

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

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

Using the Microsoft Portal that comes with Dynamics 365 CRM just makes sense for any organisation with a customer service or support function. I see more and more companies moving away from a model where clients send emails and moving more towards a fully functioning self service portal. One aspect of the portals that can … Continue reading Creating Consistent Communication Using Portal Comments

Microsoft Portals for D365 are easy enough to set up from the Dynamics 365 Administration Centre. Once it’s set up, it could be used fairly close to the out of the box setup. What if you want something a little more customised and tailored specifically to your business? You might just need some additional skills … Continue reading Customising Microsoft Portals – What Skills Do I Need?

You’ve created an epic portal in your D365 developer organisation but now it’s time to make it live. So how do you get it there? At this current time (January 2018) the only way (short of copying and moving your entire organisation) of moving dynamics 365 portals is to use the Configuration Migration Tool. This … Continue reading Moving Dynamics 365 Portals Between Organisations

Microsoft acquired ADXStudio back in 2015, and although it’s mostly the same functionality, Microsoft Portals does have a few elements that are new. Unfortunately at the moment, the documentation isn’t great, and it’s a bit hit and miss trying to find out how things work. One cool element is the way activities or comments can … Continue reading Displaying Comments Only In Microsoft Portals