Sharing a simple example wherein we are configuring the First Name field of the Contact Us Entity Form for the lead entity using Entity Form Metadata. Suppose we have the below Entity Form configured for Lead entity. Now go to Entity Form Metadata tab and create a new record. The record allows us to configure … Continue reading "Using Entity Form Metadata to configure the Entity Form in Portal in Dynamics 365"
Suppose we have Entity List configured for a custom entity name Locations. To configure OData feed go to OData feed tab and check the Enabled checkbox. Specify the Entity Type Name and Set Name, if none is specified the entity’s schema name is used. Select the View to be exposed for feed. URL for the … Continue reading "Configuring OData feed for Entity List in Portal in Dynamics 365"
Let us create a custom entity having latitude and longitude fields (floating point data type) in it. These fields are required for configuring Map View for the entity list. For e.g. Location is our custom entity. We have 2 record created and have the entity list configured for the Active Location view. Entity List for … Continue reading "Configuring Map View for Entity List in Portal in Dynamics 365"
Applies to: Microsoft Dynamics 365 (online) The Microsoft Dynamics 365 Asynchronous Processing Service (called the async service) executes long-running operations independent of the main Microsoft Dynamics 365 (online & on-premises) core operation. This results in improved overall system performance and improved scalability. How does it work? The asynchronous service features a managed queue...
Suppose we have configured the Entity List view for showing Contact records https://nishantrana.me/2017/02/02/using-entity-list-to-show-crm-data-in-portal-in-dynamics-365/ Next we want to update the record in the list, for this we need to configure Web Page for Details View field of the Entity List record. Here we have specified Contact Details Page web page, this web page has Update Entity … Continue reading "Using Details View to update the Entity List records in Portal in Dynamics
Invest 5 minutes a day to become a successful social seller. The Social Selling Assistant recommends personalized actions for you, like which posts to share, based on machine learning. No need to spend hours to spot relevant content or crawl through hundreds of updates anymore. Social Selling became a big trend in recent years. It...
For attaching files along with an entity form through the portal, we can make use of the Add Attach File section in the Additional Settings tab of Entity Form. For e.g. in the below Contact Us form, we have checked Attach File check box which basically add the File Control to the web page in … Continue reading "Add Attach File additional settings in Entity Form in Portal in Dynamics 365"
Happy New Year to all the Surviving CRM readers! Yes, it’s been a while since the last post, so I’m only kicking off 2017 in February this time around. That doesn’t mean there wouldn’t be anything of interest happening in the Dynamics 365 – quite the contrary. In fact, there’s so many things going on […]The post I’m Back! …In The CRM Rocks Podcast appeared first on Surviving CRM.