If you’ve been following along in the Microsoft Clarity blog series I have been doing, and you also work in the Power Platform world, you might have started thinking, oooh, I wonder if I could use this in a Power Apps Portal? The answer is YES, and combined with adding in some Custom Tags, it’s … Continue reading Microsoft Clarity & Power Apps Portals
Your search results for portals has returned 29 posts
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
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
If you are using a Power Pages website, there is the option for a Contact to use a forgotten password button, fill out their email which will in turn send them an email with a link to reset it and get logged in. Branding and consistency from an organisation is imported. If you are using … Continue reading Send Portal Forgotten Password Email Using Customer Insights – Journeys
The release notes for Dynamics 365 Wave 1 2025 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 1 2025 Customer Insights Journey Chat With Amey Holden
If you’ve only read my content for the past few years, you might be forgiven for thinking that the ‘only thing’ I work on is Marketing (Customer Insights – Journeys). I started my CRM/D365 life working on Sales and Customer Service, love to work on Portals projects, use Power Automate and many other Microsoft products … Continue reading Using The Pipeline View To Manage Your Opportunities
In the previous post in this series, we looked at adding the JavaScript for a Realtime Event Registration Form to a Web Page in a Power Portal. Although this approach wasn’t wrong, it meant that for each Event you would need a new Web Page… AND it’s likely that the people on your team who … Continue reading Create Dynamic Event Page Using Liquid Web Template For Your Events Portal
When setting up D365 Marketing for the first time, you are given an option for web hosting to determine where your landing pages and marketing forms are going to be used. You can use your own webserver, or a D365 portal. Until now, I have always suggested using your own webserver as the easiest option. … Continue reading D365 Marketing Events Portal Using Power Pages