Category Archives: CRM Portal

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

Implementing secured Azure Function HTTP service to support Power Apps Portal

Posted on July 4, 2022 by Bernado

Due to limitations of OOTB Power Apps Portal, a common requirement is to have a custom HTTP service that you can invoke by JavaScript on a Portal page, which performs some complex processing or querying to provide a custom user … Continue reading →

Posted in Azure Functions, CRM Portal, PowerApps Portal | Leave a comment

Support for Portal Content Snippets added to CRMQuickDeploy 3.9

Posted on November 23, 2021 by Bernado

CRMQuickDeploy now has the ability to deploy Content Snippets to PowerApps Portal from Visual Studio. Below are information on how to structure content snippets in your Visual Studio project. Folder name Like other supported Portal artefact types, content snippets need … Continue reading →

Posted in Adxstudio, CRM Portal, CRMQuickDeploy | 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 | 2 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

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 →

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

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 →

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

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 →

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

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 →

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

Use web templates as functions in Dynamics 365 Portal Liquid

Posted on June 20, 2019 by Bernado

In Dynamics 365 Portal, web templates are most often used to define reusable page layouts. Web templates however can also be used to create “functions” that “return” values, which you can then use to streamline your Liquid code. I have … Continue reading →

Posted in CRM, CRM Portal | Leave a comment