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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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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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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 