Category Archives: CRM

Missing New button for bulk record deletion jobs in Dynamics

Posted on May 21, 2025 by Bernado

A user reported they could not see the ‘New’ button on the command bar to create new bulk record deletion job in Dynamics. Google tells me that the Bulk Delete privilege is required to enable this button. I had a … Continue reading →

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Deploying and updating URLs in Dynamics 365 email templates via DevOps

Posted on August 20, 2023 by Bernado

In Dynamics 365, packaging and promoting email templates across environments are not difficult since this component type is solution aware. The problem however is that these templates can sometime contain bits that are environment-specific, e.g. URLs, and there isn’t a … Continue reading →

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Impersonating users in PowerPages for troubleshooting

Posted on June 1, 2023 by Bernado

So you have a PowerPages (PowerApps Portal) website. A website user reports a problem with the data they are seeing, but you are unable to reproduce it using your login account. Wouldn’t it be nice if you could login as … Continue reading →

Posted in Adxstudio, CRM, CRM Portal | Leave a comment

Adding rich text editor to PowerApps Portal with CKEditor

Posted on October 6, 2021 by Bernado

Currently PowerApps Portal does not support rich text editor out-of-the-box (OOTB). While the backend CRM has an OOTB rich text control that can be used in CRM, this unfortunately currently does not work on Portal. You can add rich text … Continue reading →

Posted in Adxstudio, CRM, CRM Portal | 4 Comments

Displaying EntityImage field on PowerApps Portal

Posted on July 1, 2021 by Bernado

Currently there are no OOTB ways to render the EntityImage field of an entity on PowerApps Portal as an image. It is however possible using Liquid and JavaScript as described in this post: https://debajmecrm.com/query-and-display-entity-image-in-your-entity-list-or-entity-form-in-powerapps-dynamics-365-portals-part-1/. Essentially the approach here is to … Continue reading →

Posted in CRM, CRM Portal, PowerApps Portal | 1 Comment

CRMQuickDeploy 3.8 now supports client ID/secret and MFA

Posted on February 26, 2021 by Bernado

CRMQuickDeploy now supports a wider range of connection options to CRM, including client ID/secret and MFA. Below are examples of connection string to use for each scenario. On-prem with AD Integrated security: url=http://yourserver.domain/yourcrmorg This will connect to CRM using the … Continue reading →

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Automatic Portal (xRM CE) cache refresh with CRMQuickDeploy

Posted on February 3, 2020 by Bernado

This feature of CRMQuickDeploy is for xRM Portal CE only and does not work for D365 Portal (on cloud). The context of this post therefore is xRM Portal CE only. When updating portal artefacts (such as web templates, web files, … Continue reading →

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Outputting clean HTML with Liquid in Dynamics 365 Portal

Posted on November 5, 2019 by Bernado

Recently a colleague taught me a trick that I did not know about Liquid in Dynamics 365 Portal: use the {%- -%} syntax (as oppose to {% %}) to keep the HTML output clean. I don’t think this is documented … Continue reading →

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View actual XML of FetchXML query in Dynamics 365 Portal

Posted on October 31, 2019 by Bernado

In Dynamics 365 Portal you can write FetchXML query in Liquid using the fetchxml tag. As this query can be dynamically constructed, there may be scenarios where you will need to debug it. There’s an undocumented feature that allows you … Continue reading →

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Auto-deployment of linked items in new version of CRMQuickDeploy

Posted on June 27, 2019 by Bernado

Since a couple of versions back, CRMQuickDeploy has a “link item” feature that allows you to share source code (Liquid/HTML, CSS and JavaScript) between multiple Portal artefacts (web pages, entity forms and web forms). When you deploy the source item … Continue reading →

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