A common requirement I've come across is the requirement to force user to confirm their email before accessing Portal Functionality. Out of the box, users can simply sign up and away they go - they are taken to their profile and can then browse about the website. Now, most people implementing portals have some understanding … Continue reading How to enforce confirmation of email before enabling Portal functionality
Category: Portals
How Portals fit into the Power Platform
Ah Portals, our favorite child of Microsoft Dynamics CRM. It's been around for while and people have gotten used to it as a piece of the D365 picture. However, people are starting to pick up on the fact that the Power Platform has a Portal offering too? Is this the same thing? How do Portals … Continue reading How Portals fit into the Power Platform
Portals have come a long way since Adxstudio’s xRM Framework
In case you haven't heard, the Microsoft October 2019 Release plan has some pretty huge news when it comes to Portals - They are going to be put on center stage as a first-class app type along with Canvas Apps and Model-Driven Apps. Starting soon, when you go to web.powerapps.com and go to create a … Continue reading Portals have come a long way since Adxstudio’s xRM Framework
A Closer look at Entity Forms and Entity Lists created by the Create Portal Content Wizard
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
Basic Portal Entity Permissions and the Create Content Wizard
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



