Dynamics 365 Portals are a complex beast to manage with many parts. These including the following: The content and layout - all stored as records in Dynamics 365 The webserver that renders the website - automatically created and managed in Azure Solutions to install in an instance To install a portal, in the administration center, navigate to the relevant instance, click on the relevant portal type (such as customer self-service) and then click Install. This triggers the inst

Rich text editing has been an ask of Dynamics 365 for a long time. Now, such controls have appeared in the Unified Interface but only in a limited way. In my moderately brief review, I see the position as this: Rich text controls are available in the Unified Interface for Dynamics 365 Online version 9.0 They are only available for the Content field in Knowledge Articles and the Description field in Emails As far as I can see it is not possible to have the interface show rich

I recently configured a duplicate detection rule that used a lookup field as the match field. I was surprised that at first duplicate detection did not appear to work when adding duplicated records. I had checked that the entity was enabled for duplicate checking and published the rule. However, after a while, I found that the duplicate detection rule did work. So even if the rule has a status of published (which means that all the matchcodes have been generated) there might