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Latest Discussion Posts

  • Hello Matt We've had issues with the new search too. I spoke to Microsoft about it and two things for you to try. 1. Clear your browser cache 2. if that doesn't work, go into the settings for the environment and switch off the new search experience. ...

  • Hi all I am jut in the process of testing the 2021 Wave 1 pre-release and am having intermittent issues with the new Relevance Search whereby sometimes it appears and others it does not and the 'old-fashioned' magnifying glass is back in the top right ...

  • Please try using an entity permission with Scope = Contact (not Parent). Also ensure that a webrole (eg, Authenticated Users) is linked to the EntityPermisison record. This link further details for configuring document upload and portal integration: ...

  • Morning Mike I have setup the following The message changed to the below. Anything else i might be missing, as there are files. I also don't see the File upload button. Thanks! ------------------------------ Jacques du Plessis IQbusiness ---- ...

  • Looks like a missing EntityPermission. Create an entity permission on the "sharepointdocumentlocation" entity, with scope = Contact and select the relationship between contact and sharepointdoclocation. Mike

  • Hi Mike I have followed all steps in the document, but still keep on getting the message below when accessing the page. I have logged in as a Customer's contact, and want to be able to upload requested documents for the customer. Please advise where ...

  • Thank you very much. I will work through the steps. ------------------------------ Jacques du Plessis IQbusiness ------------------------------

  • Yes the portal supports this. This link is a little outdated but the should explain how to do it: https://www.inogic.com/blog/2018/11/sharepoint-integration-with-microsoft-portal/ Mike

Community Blogs

  • Is your Dynamics 365 a 'Trojan Horse' or an 'Arabian Horse'? Watch the on-demand virtual roundtable discussion on Dynamics 365 Quality implementation and assurance. In this virtual roundtable discussion, you will learn about: - D365 challenges ...

  • Flows in Power Automate give us the option to run regular scheduled workflow that is not dependent on a Trigger or Event – a Power Platform version of the traditional Windows Server Scheduled Task. This is a decent improvement on how Dynamics 365 ...

  • Roll-up Fields in Dynamics allow us to perform a SUM or COUNT of Child Records that then ‘rolls-up’ to a Parent Record. The most obvious example of this could be a simple COUNT of the Number of Opportunities recorded in CRM for a particular Client ...

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