CRM fields

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

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

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