Category Archives: CRM

Querying many-to-many relationship in CRM Portal using JavaScript

How do you programmatically query an N:N relationship in CRM Portal using JavaScript without developing additional services? You can do this with FetchXml and Liquid, and a small hack. Here is a good walkthrough of using FetchXml in Liquid to … Continue reading

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Reduce code duplication between Insert/Edit forms in CRM Portal with CRMQuickDeploy

CRM Portal is an interesting product, in a good way. One thing it doesn’t do very well however, is that a single Entity Form (or Web Form) cannot be used to handle both inserting and editing records for an entity. … Continue reading

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Fixing issues with migrating Adxstudio/CRM Portal v8 using Configuration Migration tool

The Configuration Migration tool does a pretty good job at migrating Adxstudio/CRM Portal configuration in v7. There are some changes in Portal v8 however that are causing issues with this tool. This is true at least in the case for OnPrem … Continue reading

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Auto deploy on save from Visual Studio for Adxstudio Portal artefacts in new version of CRMQuickDeploy

I have released a new version of CRMQuickDeploy with the following improvements: Option to auto deploy on save for Portal artefacts Ability to specify MIME Type and Display Order for Portal web files Auto deploy on save for Portal artefacts … Continue reading

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Enhancing Quick Find in CRM with configurable custom query language

Unlike Advanced Find, Quick Find in CRM is pretty rudimentary. While you can specify the search columns in the Quick Find View, the Quick Find text query does not allow you to specify field filtering on the target record, or … Continue reading

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Source-control Adxstudio/CRM Portal JS, CSS and Liquid with CRMQuickDeploy

When working with Adxstudio Portal (OnPrem) or CRM Portal (Online) you will find that JavaScript, CSS and Liquid web templates are stored in CRM records (i.e. CRM database), which is not good for source-control or scenarios where there are more … Continue reading

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Associating multiple external identities to a single contact record in CRM in Adxstudio

In Adxstudio Portal you can associated multiple external identities to a single contact record in CRM. For whatever reason let say contact Bob McCloud has two ADFS accounts with your organisation, contoso\bob1 and contoso\bob2. You can configure it so that … Continue reading

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