entity list
Dynamics 365 Portals: Entity List of ‘My’ Records
August 8, 2018

With D365 for Customer Engagement (Online), most customers receive one free instance of the Portal Add-On. A main feature of this is the Entity List.

Key Considerations When Selecting a Portal
March 23, 2018

A portal is a great way to provide customers with a full self-service experience. Here’s what to consider when deciding on a portal for Dynamics 365.

Portals: Changing the Date from the Default Format
December 6, 2017

In Dynamics 365, the date for Portals is in a USA format by default. We’ll show you a simple way to change the date to a UK format without using JavaScript.

Customer Spotlight: Virtual Fracture Clinic Presents Their Dynamics 365 Portal Solution
June 22, 2017

The Virtual Fracture Clinic worked with PowerObjects to implement Dynamics 365 and deploy a robust CRM portal to manage patient needs. Since then, they have become leaders in the space

Patient Needs
Solution Spotlight: Managing Patient Needs with a CRM Portal [VIDEO]
May 4, 2017

PowerObjects worked with Brighton and Sussex University Hospital to develop a digital solution for the Virtual Fraction Clinic. The Virtual Fracture Clinic streamlines rehabilitation plans for patient fractures using a Dynamics 365

Microsoft Dynamics 365 Portals
Making the Case for Microsoft Dynamics 365 Portals
April 11, 2017

There’s an old adage that says, “The customer is always right.” While we can certainly argue about the relative truth of such an oversimplification, one thing is for certain: Customer

Upcoming Webinar Series: Exploring Portals and Mobile Options for CRM
February 1, 2016

Are you interested in uncovering new ways to get even more out of your CRM system? There are two important strategies that you may want to consider: exploring ways you

Updating the Customer Portal in Dynamics CRM
August 12, 2013

Previously, we talked about how to install the customer portal, a great tool within Microsoft Dynamics CRM. Today’s blog will cover how to update the customer portal in Dynamics CRM.

Using Expression Blend and Sketchflow to Visualize a Portal Designed for Dynamics CRM
July 9, 2013

Introduction Many of the projects here at PowerObjects utilize some form of a web portal to access or update Microsoft Dynamics CRM information. In the past, they have used various

Dynamics CRM 2011 Customer Portal – Install Walkthrough
April 30, 2013

The Dynamics CRM Customer Portal can help organizations maximize their businesses ability while managing interactions within Dynamics CRM. This blog will walk you through the website installation of the Customer

Switching from Salesforce.com to Microsoft Dynamics CRM: Web Portals
December 21, 2012

If you’re thinking about making the switch from Salesforce.com to Microsoft Dynamics CRM, there are many things you should plan for, and we address a lot of those issues in