With Dynamics 365 Marketing you can directly connect D365 with a customer-facing portal for managing Events. This Event Portal is built using the Angular framework and fetches data from Dynamics 365 using an Events API configured by Microsoft. Although you can customize the entire frontend by downlo
Read the full article hereWhen using Azure Active Directory B2C you can control how your users access, register and manage their accounts for your applications. While configuring Azure AD B2C you have the option to use User Flows or Custom Policies to handle these processes. User Flows make use of the Azure Portal Interface,
Read the full article hereWe recently used Azure AD B2C to handle the Sign-In and Sign-Up functionality for a Dynamics 365 Portal. We ran into an issue with the Sign-Up page where a Portal User would fill in all their details, but their account would not be fully created.We found that the B2C Sign-Up page was creating the B2
Read the full article herePower Automate Flows have grown in popularity since being introduced by Microsoft. One of the many reasons why you’d use them is because of the hundreds of connectors available, making it easy to get and manipulate data from a variety of places. In this blog we will be looking at one way we can retr
Read the full article hereWe recently used an identity management service called Azure AD B2C to handle how Users would Sign Up and Sign In to a web application. Azure AD B2C enabled us to customize how the User would log into our website, including the look and feel, allowing us to integrate it seamlessly into our existing
Read the full article hereRecently I configured the identity management service Azure AD B2C to handle the Sign Up and Sign In for a Dynamics 365 Portal. When accessed, the Portal will immediately send the Portal User to Azure AD B2C, allowing them to either Sign In with their existing account details or Sign Up by entering
Read the full article hereWith the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form, which is known as the High Density Header. With this change, users can add more than four fields to a form header while sacrificing the ability to edit the fields without using a dropdow
Read the full article hereWith the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form. The new change is known as the high density header. Basically, it allows you to add more than four fields within the header, which was the previous maximum amount. Take the Contact Form
Read the full article hereIn Dynamics 365, one of the Data Types you can set a field to is a MultiSelect Option Set. MultiSelect Option Sets are a pre-defined list of options where Users can pick multiple options from the list at one time. The screenshot below is an example of a MultiSelect Option Set with four options to ch
Read the full article hereI recently found a problem where I was able to edit the data of an inactive record in Dynamics 365. This is because there is logic that unlocks these fields on load of the form. The screenshot above shows a record that is Inactive which would normally mean that it cannot be edited. The screenshot be
Read the full article hereWith Dynamics 365 Portals you can add Entity Web Forms which are the Portals’ way of displaying Dynamics 365 CRM Forms, allowing Portal Users to Create, View and Update records in Dynamics 365. The screenshot is an example of a Web Form that shows a simple Lead form to collect information about the
Read the full article hereRecently it has been announced that there will be a wave of new Artificial Intelligence features being added to Microsoft PowerApps. The AI based features will be simple to add pieces of functionality that can do things like process a form or recognise objects in a picture. This blog covers the ‘Bus
Read the full article hereOver the past few months Microsoft have talked about a new App Type in PowerApps which is called the PowerApps Portal. This will allow organizations to create a website, similar to the currently available Dynamics 365 Portal, which will allow External Users to interact with the organizations systems
Read the full article hereWith Dynamics 365 there has sometimes been a need to have some sort of autonumbering field on specific Entities. Autonumbering has been available out of the box for a limited number of Entities and the setting for this is available via Settings -> Administration -> Autonumbering. The screensho
Read the full article hereWith Dynamics 365 v9 you have the option to set the Unified Interface Client to be the default Interface for your system. When this setting is activated all records will be opened in the new Interface even when opened from Advanced Find. There are scenarios where you’d want to use the old interface
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