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Continue reading →: Dynamics Portal Issue – Unable to submit Entity Form
Recently we encountered a strange issue in our Dynamics Portal SaaS variant. We got a requirement to allow Portal users to create ‘Custom Activity’ records from Portal. To achieve this, we created an Entity form for the Custom Activity with mode set to ‘Insert’ and configured Web Template. Issue: After…
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Continue reading →: Sandbox vs Production Instances – Dynamics 365
Other day I got a question around ‘Instance Types’ in Dynamics 365. In this article I am going to provide quick notes around ‘Instance Types’. What is Instance Type: ‘Instance type’ allows you to categorize your Dynamics 365 instance (i.e., Either Production instance or Test instance). There are 2 types…
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Continue reading →: Dynamics 365 Data Archival and Retention Tool – MS Labs
Data Archival and Retention is one of the common asks from customers. Dynamics 365 product offering does not have any native data archival or retention feature, ‘Data Archival and Retention’ solution enables Dynamics 365 users to do archive of required data to COSMOS DB using Azure Services . Download the…
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Continue reading →: Dynamics Portals – Execute FetchXML and Parse the results – Liquid script
In one of our Portal requirements, we had to build custom screen (i.e., Web Template) and retrieve the results from Dynamics 365 and bind to grid. In this article, I am going to detail the steps to Execute FetchXML based on conditions and read the results. As we know that…
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Continue reading →: Data Tables – Error – Non table node initialization
In one of my Dynamics portal’s requirements, I had to use Data Tables table control to bind the search results. After referring helper files and configured the ‘Data Tables’ table control in my HTML, I encountered below error during the run: Reason & Fix: ‘Data Table’ table control requires a…
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Continue reading →: Dynamics Portals – SaaS – Refer helper files in Web Templates
In my portal, I got a requirement to build a ‘Search Screen’, which pulls the data from CRM and render the results. To achieve this, I configured a ‘Web Template’ with ‘Search Screen’ using HTML and decided to use Data Tables table control to bind the results. The challenge is,…
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Continue reading →: Dynamics 365 – Plug-in registration tool – Unable to connect to organization
Other day, I could not connect to my 30 days trail Dynamics 365 organization (V 9.0) using Plug-in registration tool, which was working fine until a day before. Issue was weird as the moment I select my organization after login, I was redirecting back to Plug-in ‘Login’ page with no…
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Continue reading →: Liquid script to fetch Contact names – Dynamics Portals SaaS
In Dynamics portals (SaaS) to make CRM server calls to retrieve the data we must rely on Liquid Script. In this article, I am going to retrieve Contacts and loop through to capture Contact ‘Full Name‘ using Liquid Script and display on a Web Template. Liquid script to fetch Contacts:…
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Continue reading →: Dynamics 365 Portals – How to configure the logo of your Portal
Once you enable “Portal Add On” in your Dynamics instance, your OOB portal would look as below with “Contoso, Ltd.” text at top left corner. Note: I enabled ‘Customer Service’ portal solution. If you install different solution, UI will be different. Steps to configure your desired logo on the Portal:…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 