Category: Portals

Security Series Part Three: Teams – Because You’re Not Paid Enough for Manual Security Assignment

~ Robert Bailey ~ Leave a comment

Security Series Table of Contents Part One: Adding Users Part Two: User-Scoped Permissions Welcome back to my security series! In the {last part} we got into user-scoped permissions for Dynamics 365. We showed you how to add a new user, how to give them the default Customer Service Representative role, and then — the main … Continue reading Security Series Part Three: Teams – Because You’re Not Paid Enough for Manual Security Assignment

Security Series Part Two: User-Scoped Permissions

~ Robert Bailey ~ Leave a comment

Hi there and Happy New Year! Welcome back to my security series. I promise that it will get interesting soon, but I want this series to be 100% comprehensive and cover EVERYTHING so the first few entries are going to be boring and cover things you probably already know but there will be a few … Continue reading Security Series Part Two: User-Scoped Permissions

How to enforce confirmation of email before enabling Portal functionality

~ Robert Bailey ~ 2 Comments

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

How Portals fit into the Power Platform

~ Robert Bailey ~ Leave a comment

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

~ Robert Bailey ~ 7 Comments

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