Build Different with Power Apps portal – Episode 5: Reuse PCF controls on the portal
Power Apps Component Framework (PCF) has been around for a while. The community is super active. Growing numbers of PCF controls can be found at pcf.gallery. Enhancements to user experience (UX) in Dynamics/Power Apps are possible, thanks to PCF. We have submitted an idea to bring PCF to the portal and it is currently under […]
Read MorePassing current login user of Microsoft Dynamics CRM Portal to external web app
You can get the detail of current login user in liquid template va user liquid object. There is another way you can get the current login user via XHR call. Microsoft CRM Portal has built-in API to generate JWT of current login user. The API is at https://<crm portal url>/_services/auth/token and returns JWT. This JWT […]
Read MoreMultiple user roles and entity permissions in Microsoft CRM Portal
Before reading the post, you may would like to read the official document on Microsoft at https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/assign-entity-permissions. This will give you a basic understanding of entity permissions in Microsoft CRM Portal. Your customer wants to build a portal using Microsoft CRM portal. Connection is used for linking their contacts and accounts. Your customer wants to control […]
Read MoreMicrosoft CRM Portal (online) development essentials
After developing a custom portal on Microsoft CRM Portals, I like to share my experience. This is kind of starter guide to build highly customised web pages on Microsoft CRM portals. It is a high level and very informal guide. Libraries and frameworks To customise the portal, a good understanding of followings are essential. Bootstrap […]
Read MoreDefault tab (timeline) of Activity Wall in CRM Portal
Configuration and customization of CRM portal is always fun. You need to pay attention to even the smallest thing as there is no one stop place to configure them. Everything is connected among CRM form, portal entity form, metadata, permissions inheritance, scripts. One mis-configuration would render the form incorrectly. One day, we found that some portal […]
Read MoreClient-side library for CRM Portal – Completion of first draft
Before end of 2016, I started working on Microsoft CRM Portal development. I realised I have to heavily use liquid and JavaScript if I want to customise. It is true that we can use jQuery to manipulate its elements but I never want to manipulate DOMs especially in this type of application whose UI would change […]
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