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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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Continue reading →: Dynamics Portals – How to get the configured Portal’s URL
There was a question posted in my blog on how to get the configured Portal’s URL as someone else configured the portal. Below are the steps to get your Portal URL. From your Dynamics 365 Instance: Connect to your Dynamics 365 instance Navigate to Portals -> Website Bindings Open the…
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Continue reading →: Configure CafeX Live Assist on Dynamics Portals
In this article, I am going to detail the steps to configure ‘Live Assist’ on ‘Dynamics Portals’. Those who are not familiar with CafeX Live Assist, Live Assist for Microsoft Dynamics 365 Powered by CaféX is a fully integrated omnichannel (i.e., across mobile and web) solution. It provides Chat, Co-browse…
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Continue reading →: Organization Insights – Dynamics 365
What if your customer ask you to provide a report on the No of Active Users,Licenses, Most used entities etc. The answer is “Organization Insights” solution. Organization Insights for Dynamics 365 (online) provides usage metrics for your Dynamics 365 organization, and tools to help you track and monitor the performance…
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Continue reading →: Manage your Instance Storage – Dynamics 365
In this article I am detailing on How to check the amount of storage organization is using How to increase/purchase Additional storage ways to reduce the amount of storage space Storage limit depends on the type of subscription you purchase initially. For 30 days trail you would get 5 GB…
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Continue reading →: D365 – Multi Select Option set JScript Syntax
In this article I am going to provide JScript syntax’s to use in projects. Refer my previous article on configuring Multi Select Option set fields. // Read the values var branches = Xrm.Page.getAttribute(“new_branches”).getValue(); Xrm.Utility.alertDialog(“Branches – ” + branches, null); // Set the values (i.e., Hyderabad,Chennai) Xrm.Page.getAttribute(“new_branches”).setValue([100000000, 100000001]); // Determine if the…
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Continue reading →: Set “Created On”,” Created By”, “Modified On”, “Modified By” fields using SDK/Data Import/Plug-in – Dynamics 365
I got an ask from one of my blog followers on how to set “Created On” field of a record, as it defaults to current date. In this article I am going to explain various ways to set these values. Override ‘Created On’ using Data Import: Using ‘Data Import’, setting…
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Continue reading →: What’s new for Developers/Admins/End Users – Dynamics 365 – v 9.0
With July 2017 update (v 9.0) there is a great set of new features introduced. Now onward, the apps that make up the customer relationship management (CRM) portion of Dynamics 365 are referred to as “Customer Engagement” and include Sales, Customer Service, Field Service, Project Service Automation, and their related…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 