In this post I will show, very quickly, a set of tools and process that is working well for me while developing client side apps for Dynamics 365. This is just one way but some of the tools and how I use them should be something you can take away and implement in whatever you do for you development of Web Resources within the CRM.
If you have ever had to customise an entity form in Dynamics 365 then you will likely have hidden a field, marked a field as business required and possibly even made a field read-only. Did you know however that all of these can be reverse by most users? Just because the field is not visible on the form does not mean the user cannot find the value or edit it.
If you have worked with Portals in Dynamics 365 then you will have come across the generic error and very unhelpful text below. The latest version allows you to access this log now but where is it and why can I not find this on the Microsoft Docs site? Read on to find out more.
We’re sorry, but something went wrong. Please try again, and if this persists, contact the website administrator.
Error ID # [76548e58-e836-4515-9e5f-f81915d612fc]
Now that every Dynamics CRM Enterprise license comes with a CRM Portal as standard it is a good thing to get to know, not to mention it is an incredibly powerful and useful addition to an already great platform.
This post attempts to capture all of the useful references I have found to date for learning how to implement portals. Continue reading “Dynamics 365 Portals – Useful Resources”
A new feature of Dynamics 365 is the ability to add a Web Portal for access to the CRM by way of a web front end. This is a modified form of the ADX Studio Portals project bought by Microsoft previously and can be enabled directly in the Office 365 admin portal and configured via the CRM and website (with the correct user role assigned). Continue reading “Publish changes to CRM Portals”
Error messages can be useful but some are downright useless! This one is an example of the latter but a more useful error later led me to the solution. If you have seen the error above on loading the Schedule Board then read on for a possible solution. Continue reading “Field Services Schedule Board – Unknown Error”
Long has it been a crazy thing that the only way to edit the Site Map has been to export a solution with the SiteMap XML included and then hand edit that to your needs (as in the title image). This pain caused the birth of a number of tools to make this process easier (XrmToolBox being the most popular) but nothing officially released from Microsoft to support their own product; that is, until now. Continue reading “Dynamics 365 has a Site Map editor!”