Category: Tech

A Closer look at Entity Forms and Entity Lists created by the Create Portal Content Wizard

~ Robert Bailey ~ 1 Comment

In my post about the Create Portal Content Wizard, I talked about how easy it is to add content to the portal using point-and-click configuration, and demonstrated that the Wizard creates a whole lot of records in the background for you so that you don’t have to. It’s like magic! It certainly does beat having … Continue reading A Closer look at Entity Forms and Entity Lists created by the Create Portal Content Wizard

Building the Perfect Portal Team

~ Robert Bailey ~ 1 Comment

Recently I participated in a group discussion with Colin Vermander about what it takes to have a successful implementation of Dynamics 365 Portals. Among many other factors that I'm sure we'll discuss in the future, one that struck me is how to build the perfect Portals Implementation team I thought it would be fun to … Continue reading Building the Perfect Portal Team

Basic Portal Entity Permissions and the Create Content Wizard

~ Robert Bailey ~ 1 Comment

In the last article I wrote on this subject, we talked a bit about the Create Portal Content wizard. In that article, we walked through creating a list of leads that displays on the portal. Anyone can access the list, and it’s read-only. Where can we go from here? Perhaps we don’t want to allow any anonymous … Continue reading Basic Portal Entity Permissions and the Create Content Wizard

Embedded Canvas Apps within Model-Driven Forms

~ Robert Bailey ~ Leave a comment

Just this past December, Microsoft announced the ability to enrich model-driven forms with embedded canvas apps - and this is really exciting. Since I first started working with the power platform, the fact that canvas apps and model-driven apps don't really play together has seemed a notable limitation. This enhancement really helps bring everything closer … Continue reading Embedded Canvas Apps within Model-Driven Forms

Dynamics 365 Hybrid Interface

~ Robert Bailey ~ Leave a comment

Microsoft's Power platform is the direction to be looking at if you are involved with Dynamics 365 implementations in any sense. Built on the Common Data Model (CDM), Model Driven Apps - including yes, Dynamics 365 moving forward with version 9 - will be using the Unified Common Interface or UCI for short. Many Articles … Continue reading Dynamics 365 Hybrid Interface