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Portals 365 (ADX portals) how to Incremental (Sequential) Deployment and backup. Part II

Portal 365/Adxstudio portal deployment short review      This article reviews how modern crm portals can be quickly copied or deployed for free. That is why Scribe, Kingswaysoft, Cobalt and other toll services excluded from the review.     In the  part one  we talked about deployment of on-prem and on-line portals. Since beginning of 2017 Adxstudio on premise portals disappeared from MS price list. Although on-line portals are a single option in the Dynamics 365 market now, on-prem portals still will be part of the review.           Let’s see what changed since 2016 in portals deployment: ALM Toolkit  – gone Webcopy tool  – mostly gone. There is a couple of enthusiasts trying to adopt it for portals 365.   Configuration Migration tool  – still part of Dynamics 365 tools, got some new feature. Not much left but new OOB methods appeared. OOB deployment tools 1.        Full copy in Dynamics 365 Admin portal .    Copies environment bite to bite but has
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Portals 365 deployment with DMM 365: recipe of granular Portal deployment using Saved Views as filters

DMM365: Data Migration Management tool for Dynamics 365  Given:   Deploy specific Webform Steps and and specific Webform Metadata. Conditions:   modified since last deployment on 31 of August for Portal X   exclude Webform Step “Step6” Prerequisites:   DMM365 connected to source CRM instance has rights to read required Saved views, Site Settings and Web Files entities.  DMM365 connected to target CRM instance with rights to writeSite Settings and Web Files entities. 1.       Backup your Target instance with Dynamics 365 Admin pane, Create backup 2.       Create Saved View in source crm instance: View for Webform Steps. Conditions: -         Modified on or after 1 of September -         Parent portal “Portal X”                View for Webform Metadata. Conditions: -         Modified on or after 1 of September -         Parent portal “Portal X” -         Step name is not equal “Step 6” NOTE:   You can create a separate view/s to ex

Portal deployment with DMM365: recipe of duplication

DMM365: Data Migration Management tool for Dynamics 365  Given:   Deploy Portal from Target to source environment Conditions:    Test new version with the actual data with option of quick old version restore Prerequisites:  DMM365 connected to source CRM with rights to read desirable Saved views  DMM365 connected to target CRM instance with rights to write all portal related  entities 1.        Backup your target instance with Dynamics 365 Admin pane, Create backup 2.        Rename Portal/s (Websites) in target environment. 3.        Export full portal/s schema with Configuration Migration tool from target. Recommended to exclude: Invitation, Invitation Redemption, External Identity, WebFormSession, Url History. 4.        Create DMM365 project based on package. 5.        Process the package with Data Duplicator. New package contains same portals data but with different IDs. All references were respected. 6.         Deploy package to target with

Dynamics crm apps: Enforce right app on login

     The new dynamics crm apps (Dynamics 365) is a great feature. Once it show up, I promised to my customer to create a few “masks” for crm to wear based on login user roles. So I did.       All looks good but one unpleasant surprise. After login, the Default app is always loaded. Users then have to find desired app in the list and load it. Few additional clicks, time – not a good user experience.       I have disable Default App from all users in settings but issue persisted. Well, coding.     1. Create an Enable Rule for some of home page ribbons. I added it to “Refresh All” button. Thanks to Scott Durow’s Workbench.     2. Code flow: - Create a JSON object to map apps to roles. I named Apps after roles and now it makes the mapping very convenient. * This hard code mapping works for me but there definitely a lot of option to generalize the selection * - Get logged in user roles names and use JSON mapping to get a right app name. - Validate current app name vs on

Dynamics 365 online and Adx portal on-premise. Are they compatible?

     Adxstudio portals became a part of Dynamics 365. It is definitely a great news and a first step in the long way.   Dynamics 365 on-line has an amazing set of features that really seduce customers to move to cloud.    Dynamics 365 on-line has option to enable a Portal Add-On. It will install a  8.x   portal in crm instance and allow you select from a list of available pre-build solutions like Customer portal, Partner portal etc. The platform has limitations related to portal customization, development, custom coding. Hard to say how long will take to MS and ex-Adx team to provide users with the same level of flexibility and development features as they use to have on premise. In the same time, customers are looking for work arounds to combine Dynamics 365 on-line with on premise portals. This article describes such integration. Adx and MS still provide support for on premise portals of versions 7.0.0018-23. ! Please mind that Adxstudio and Microsoft officially do not su