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Custom Insight Cards For Sentiment Feedback
If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up…
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Notification For Changes To User Settings
If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings…
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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…
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Adding Documents To Portal Messages
In a previous post, I walked through adding a portal inbox and messaging process. This provides the ability to create messages for portal users…
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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…
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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…
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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…
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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…
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Add Accessible Image URL To Contact Using Power Automate
In a previous post we looked at updating a Contacts D365 (CRM) image from a Twitter profile. Although the image displays within that application,…
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Use Twitter Flow Connector To Update Contact Images
I had been using CRM for a few years before I realised you could add a photograph to a Contact record by simply clicking…
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Entity Form Metadata On Subgrids
Portal pages are often made from Entity Forms or Entity Lists. However, on an Entity Form, you can display lists using subgrids on regular…
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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…
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