Posts Tagged ‘Whats new’

Dynamics 365 Portal – October ’18 release – What’s new

September 3, 2018 Leave a comment

With October 2018 release, Dynamics Portals coming up with below features:

Embed Power BI visualizations:

  • Administrators will be able to configure and enable Power BI for a portal.
  • This will require an appropriate Power BI license.
  • Customizer’s can use liquid code to embed Power BI dashboards and reports within pages.

Restrict portal access by IP address:

  • This feature would allow administrators to define a list of IP addresses that are allowed to access your portal.
  • When a request to the portal is generated from any user, their IP address is evaluated against the allow list. If the IP address is not in the list, the portal replies with an HTTP 403 status code.

Manage SharePoint documents:

  • This feature extends document management capabilities of Dynamics 365 applications to portals.
  • SharePoint Online document libraries configured with entities in Dynamics 365 can be surfaced via portal entity and web forms.
  • This allows portal users to perform the following actions:
    • Add documents
    • View and download documents
    • Delete document
    • Create folder

Simplified customization

  • An intuitive experience abstracts data model complexities, lowers the learning curve for portal customization, and leads to increased user productivity

Self-service portal diagnostics

  • This feature provides a self-service diagnostic tool that looks at portal configuration and identifies potential configuration problems as well as provides solutions on how to resolve the issues.

Configuration migration:

  • A schema for Portal configuration migration that works with the Configuration Migration SDK tool will be available in this release.

I will elaborate these features in my next articles.


What’s new for Developers/Admins/End Users – Dynamics 365 – v 9.0

October 7, 2017 1 comment

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 services.

In this article I am going to touch base few new features at a high level. I will be covering each feature in detailed in follow up articles.

UX Enhancements:

  • Removal of unneeded white space on forms and dashboards.
  • On forms, long text labels and values are wrapped. Admins can control word wrap through system level settings.

Text wrapping

  • The color of a sub-grid header can be customized at the form level
    • While adding sub grid to a form, now we have an option to set ‘Panel Header Color’

Sub grid Header Color

  • Themes – There are now three new standard themes to choose from.


  • Email editor control has been updated with rich editing capability.
  • Enhancements to ‘Sitemap Designer’ and ‘View Designer’

Advanced Find:

  • Advanced Find has got ‘Not In’ query option using “Does not contain data” operator.
  • Refer my previous article

Advanced Find - Not IN

Activity management:

  • New Quick Create forms have been introduced for Task, Phone Call, and Appointment with customization capabilities.

Dynamics 365 mobile app:

  • The new mobile app is built on the new Unified Interface, which provides key accessibility and responsive design benefits.
  • If you can add iFrames and web resources in forms and dashboards in a Dynamics 365 (online) web app, they will be enabled in Dynamics 365 for phones as well, if you check the box to enable iFrames and web resources for phones.

Virtual Entities:

  • A virtual entity is a custom entity in Dynamics 365 (online) that retrieves data at runtime from an external data source.
  • Records based on virtual entities are available from all Dynamics 365 (online) clients, including custom applications developed using the Dynamics 365 SDK.
  • Several options, such as Access Teams, Queues, and Quick Create, aren’t available with virtual entities.
  • Virtual entities are organization owned.
  • All virtual entities are read-only.
  • Existing entities cannot be converted to virtual entities.
  • Virtual entities don’t support auditing.
  • Virtual entity fields can’t be used in rollups or calculated fields.

MultiSelect option set:

D365 - Multiple Optionset - on form

Web resource dependencies:

  • In this release, you can now specify web resources during customization that will be used at run-time to include dependencies. This makes it easier to ensure that HTML, JavaScript resources, and all dependent resources are loaded appropriately.

Web resource localization:

  • This release includes support for a new resource type, RESX, which is an XML-based file format that supports comments associated with key+value translation pairs and is supported in Visual Studio.
  • You can associate RESX web resources with any JavaScript web resource that uses them so that you can use a new client-side API to access localized strings at run time.

Vector Image web resources:

  • Use vector images for any icon presented in the application.
  • The advantage of vector images over other image web resources is that they scale.
  • You can define one vector image and re-use it rather than provide multiple sizes of images.
  • You can use this web resource to define a single icon for an entity rather different sized images.

Web API improvements:

  • GrantAccess, ModifyAccess, and RetrieveSharedPrincipalsAndAccess messages are now available using the Web API.

Client API Enhancements:

  • Xrm.Page.context is deprecated in this release and will be replaced by Xrm.Utility.getGlobalContext
  • method’s ‘saveOptions’ to include a new value called SaveMode to let the onSave event handlers know why the save is happening.

Grid Click event – Override the default open behavior of data rows in an entity-bound grid:

  • As an OOB grid behavior, on double click of data row or clicking hyper link in Data row will open the entity record.
  • With this release, we can now override the default behavior to define your own custom behavior.
  • Create a command definition for an entity with Mscrm.OpenRecordItem as the value of the Id attribute (<CommandDefinition> (RibbonDiffXml)), and define custom action for the command <Actions> (RibbonDiffXml)
  • System will look for this command Id for an entity when you try to open a record from the entity-bound grid, and if present, will execute the custom action instead of opening the entity record (default behavior).

Customer Service Hub:

  • The Customer Service Hub (called Interactive Service Hub in earlier releases) has been rebuilt on the new Unified Interface as a stand-alone application.

Business process flows enhancements:

  • Business Process flow is now an entity and you can create custom views.
  • Business Process entities can now be made available on the site map

Useful articles:


Categories: Dynamics 365 Tags: ,

Site map changes after Activity Feeds solution import

In our CRM application we removed ‘Sales’ tab as per a business requirement.


Later as part of another requirement we installed ‘Activity Feeds’ managed solution in our application.


To our surprise ‘Sales’ tab resurfaced only with “What’s New” link.

Activity Feeds - Sitemap changes

Activity Feeds – Sitemap changes


To remove ‘Sales’ tab we followed below steps

  • Extract ‘Activity’ managed solution folder
  • Open ‘Customizations.xml’ file
  • Removed ‘Sales’ sub area xml node and Save ‘Customizations.xml’ file
  • Zip the files and reimport the solution
  • It should remove ‘Sales’ tab

Note – You can include “What’s New” link on Workplace or other tabs required as per your business requirement.