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Dynamics 365 Portals, Uncategorized

Dynamics 365 Portals. Dynamic Entity form shared fields issue.

We were working on the implementation of the dynamic portal Enquiry form, where form tabs and sections get displayed based on the trigger field value. First, we tried to share some fields among multiple tabs. This approach is supported in CRM but portal doesn't like it, apparently. So we were getting the error on the… Continue reading Dynamics 365 Portals. Dynamic Entity form shared fields issue.

Azure Development

Exploring MS Graph API: Error – “Too many child clauses…”

I have a list of emails, which are UPNs (user principal name), which I am using in a query filter to retrieve an information for Azure AD users. Honestly, I was exploring, trying to figure out the best way to query, knowing that IN {} statement is not supported for the filter. What is supported? Also,… Continue reading Exploring MS Graph API: Error – “Too many child clauses…”

CRM Consulting Best Practice, Dev Best Practice (and common sense)

Agile with no Refactoring is no Agile

Let's say, you have a task to draw an elephant trunk. You are very excited about the elephant trunk project. It's going to be cool, it's going to be an Agile project, of course. To play it safe, we can always modify the trunk, change a color, a size, a style. We will present the… Continue reading Agile with no Refactoring is no Agile

Dev Best Practice (and common sense)

The Good, the bad and the ugly a web form validation.

It’s happened to everyone at least once, more than once, many times. It’s happened to you if you like online shopping if you have to fill up an online form, make a claim, if you ask questions… Welcome to the world of painful form validation! Just think: you don’t need to attract those people to your website,… Continue reading The Good, the bad and the ugly a web form validation.

Dynamics 365 Portals

Dynamics 365 Portals : Sign Out Issue

The issue: unable to Sign Out from Dynamics 365 portal. Symptoms: logged in portal user remains signed in even after signing out from the portal. This is, actually, a very convenient "feature", if you always work with a portal from your personal computer (like I do). However, if you share the same desktop with your colleagues,… Continue reading Dynamics 365 Portals : Sign Out Issue

Dynamics 365 Portals

Microsoft Dynamics 365 Portals: Azure AD Authentication + Redeem Invitation End to End Process Set Up

If you need to set up Azure AD authentication for the portal with the portal users matched to the existing CRM contacts, when a new contact creation in CRM is not allowed by the business rules, please, read this article below. I wish someone had written it for me 🙂 The Requirements R1. Set up… Continue reading Microsoft Dynamics 365 Portals: Azure AD Authentication + Redeem Invitation End to End Process Set Up

CRM Consulting Best Practice

“Does your new CRM allow to create a new customer report?”

Last week we went for the demo to one of the potential customers. Generally, it all went well. I was talking a lot about new features of MS CRM 2016. I like showing new functionality to my customers, it's incredible how the system changed in a past 10 years. In the middle of the demo,… Continue reading “Does your new CRM allow to create a new customer report?”