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Questions tagged [adxstudio-portals]

Adxstudio Portals for Microsoft Dynamics CRM which helps to publish rich content to your portal website. Note: Microsoft acquired AdXStudio and now its called as CRM Portals (365 Portals)

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68 questions
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ADX STUDIO - Set the default Homepage for specific portal user

I have two kind of user in my portal, a customer user and an agent user. I want to change the default Homepage of Agent user every time he/she logs in or clicks to a Homepage button to the website instead of the customer's default homepage.ie (Agent…
r-r
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Is it possible to move a ADX On-Premise portal to Online portal keeping functionality intact?

I have an On-premise Dynamics 365 v8 org on my machine and I have configured on-premise ADX portals on it. The portal is heavily customized with quite a lot of changes made to the aspx page and almost no changes on the Web-Template side of things.…
sahil.kr
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How to trigger webFormClientValidate in Dynamics 365 Portals

To make an evaluation on the last page of a portal, using the submit button, Microsoft provides an extension for the function "webFormClientValidate" that the submit button should…
ToFo
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liquid template if statement issue

Currently Im working in Dynamics 365 portals, And my objective is to set entity form name dynamically on some condition. but the problem is it always renders Form A even though the condition verifies. Here is the code: {%if user.age > 18%}
ebad
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Filter EntityList with Liquid

Being new to liquid and entitylists, I see this as the SQL equivalent to select * from vehicle and am trying to work out how to add a where clause to make select * from vehicle where keeper = {{userid}} and for the life of me, I can't find how to…
Sean
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How to Remove comma for the last object in nested for loop?

I want to remove the comma from the last object in nested for loop: [{% for item1 in articles.results.entities %} {% for item2 in articles1.results.entities %} {% if item1.knowledgearticleid != item2.knowledgearticleid %} { …
susritha p
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How to filter embedded Power BI Report on MS Dynamics Customer Portal

I'm trying to dynamically filter my embedded Power BI report using liquid tags ,on a MS Dynamic Customer Portal. I've changed the authentication type from "powerbiembedded" to "AAD" and the filtering works as expected. As well as removing and adding…
RichTheDic
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Dynamics 365 CRM Portals. Rich-text editor missing

I work with Dynamics 365 Portals. The rich-text editor is missing, how do I get it back? I (my user) have all four webroles, including administrator. I am logged in. I have tried to clearing all cashes and reboot the portal itself. My coleagues are…
ToFo
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1 answer

How to deliver dynamic localized content in Dynamics 365 Customer Portal?

I am working with a Dynamics 365 Customer Self-service Portal add-on (v9.x) for a CRM Online instance and I've run into a problem trying to deliver dynamic localized content. The default language for the portal is US english which is fine for this…
AK3800
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condition of FetchXml query not taken account of

We are currently installing blogs on our Dynamics 365 Portal. Wanting to modify the layout of the posts we recreacted a template based on this structure :…
Florent
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ADX Studio - How to find the URL of a portal?

Is there a way from with Dynamics CRM 2016 on-premise that has ADX Studio 7.2 installed to see the IIS site associated with a portal. Settings->Portals->Websites lists what I'd expect to see, but I can't find anyway to see the URL or ISS details…
MattDuFeu
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Dynamics 365 - Portals - Cannot create new Entity Form

I'm new to portal in dynamics. I have created a custom entity and want to expose it out to the portal. I can't seem to create a new entity form to achieve this. No entities are appearing for the "Entity Name" and no forms are appearing for the…
ptek2018
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ADX Connection on Landing page

thanks for reading my question. D365 v8.2 ADX Portal 7.0.0025 Build the ADX Sample Portal (C:\Program Files (x86)\ Adxstudio\ XrmPortals\ 7.0.0025\Samples\MasterPortal) Update the Microsoft.CrmSdk.CoreAssemblies v8.2 from NuGet While browsing the…
Zohaib
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Use Liquid to reference field through 1-N relationship in Dynamics portal web page?

I am working in Dynamics CRM Online with the customer self-service portal add-on and trying to use Liquid to go from the user object to the related external identity record(s) to get a field from those records. Looking at the Microsoft…
AK3800
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Select Maximum number from a numeric field in an entity (Dynamics CRM 2016)

What is the best way to retrieve the maximum value from a numeric field in an entity? Something like this in SQL Server: Select MAX(NumbericFieldName) From TableName. I tried this: var documentno =…
Poyson1
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