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36 articles found
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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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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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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…
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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…
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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…
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Setting Up A Portal – 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…
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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…
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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…
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Creating Consistent Communication Using Portal Comments
Using the Microsoft Portal that comes with Dynamics 365 CRM just makes sense for any organisation with a customer service or support function. I…
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Customising Microsoft Portals – What Skills Do I Need?
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…
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Moving Dynamics 365 Portals Between Organisations
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…
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Displaying Comments Only In Microsoft Portals
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…
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