Launching a new YouTube Channel: Power Platform Clinic
Work and Study book – Dynamics 365 (CRM) Blog
by Andre Margono
3y ago
After sometime of doing the research and getting my courage to start recording content for YouTube, I’m pleased to launch a new YouTube Channel called: Power Platform Clinic (https://www.youtube.com/channel/UCWf-GCQz9zrdo4-79EkFKbQ) This channel is dedicated to answer questions from the community with a content that I hope to be clear enough and helpful for the broader community to use and learn. Within this channel I’ve started with the “How-To” series that begins with the How to Configure Omnichannel for Customer Service and the next one that is already in production will be related to the ..read more
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Spelling Checker in the new Editors of Unified Interface
Work and Study book – Dynamics 365 (CRM) Blog
by Andre Margono
4y ago
As Microsoft just recently applied the latest update 2020 wave 1 to our instances, which includes an update to the editor to the notes section. Previously, it was using a plain text editor where spelling checker from the browser can interact with it. With the new rich text editor, when you right click the incorrect text it will now showing the cut/copy/paste options instead. To use the native browser’s spelling checker, now we need to use CTRL + Click Hopefully this can help you with the usability of the new control that is available. Ref: https://docs.microsoft.com/en-us/dynamics365/custome ..read more
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New PCF – TinyMCE Rich Text Editor
Work and Study book – Dynamics 365 (CRM) Blog
by Andre Margono
4y ago
So, after learning on how to make a PCF control from my previous learning experience. I decided to look for other controls that I can work on. One of them is the TinyMCE/Rich Text Editor control. I noticed that there is another RTE editor in https://pcf.gallery/. However, one of my need is to convert them to the HTML content, as it will be used within the body of email in some of the existing workflows, and also the existing system that I’m working on is already using the older xrmtinymce that hasn’t been maintained for a while. Without further ado, here is the demo: You can check th ..read more
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My First PCF Control: AddressFinder Australian Addresses
Work and Study book – Dynamics 365 (CRM) Blog
by Andre Margono
4y ago
First of all, credit to Sankal Bansal on his New Zealand Version of the similar control with the same provider. I was recently working on a specific task to implement a new Address Autocomplete/Validation solution. So, the selected validation/provider was AddressFinder. This API provider provides quite extensive information that the typical Australian addresses need (GNAF ID, DPID, Geolocation, and some more IDs provided as the metadata). Traditionally, we create an HTML web resource that interacts with the main page script. But then the roadmap ahead is going towards building PCF controls. So ..read more
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Dynamics 365 Portal – Authentication Deep Dive (Part 2) – Using the Microsoft Azure AD
Work and Study book – Dynamics 365 (CRM) Blog
by Andre Margono
5y ago
The second part of the series of the blog post is to leverage the Microsoft Azure AD capability to deliver the authentication capability for the Dynamics 365 Portal. There are 2 parts of the Azure AD that we can use depending on the audience: Internal-facing Portal: Azure AD External-facing Portal: Azure AD B2C Now, let’s walk through the detail on each part. Azure AD Authentication The Azure AD authentication use case is predominantly for internal users such as employee or contractors accessing an internal company’s portal, such as employee self-service portal. This feature is enabled by defa ..read more
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Dynamics 365 Portal – Authentication Series (Part 1) – The Basics
Work and Study book – Dynamics 365 (CRM) Blog
by Andre Margono
5y ago
I’ve been recently deployed a quite complex Dynamics 365 portal solution involving a custom authentication provider and other features such as Power BI Embedded and SharePoint integration. In this series, I’ll discuss in more detail about the authentication side based on my lesson learned out of this challenge to get them working properly. My plan is to discuss the following topics in this series: The basic – Local Auth External Auth – Using Azure AD & Azure AD B2C External Auth – 3rd party ID provider Some tips and tricks around Before we begin, I would admit that I’m not a portal expert ..read more
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