Skip to main content

Microsoft Feature Wish List: Editable Grids in Adxstudio Portals for Dynamics CRM

When Microsoft acquired Adxstudio, it gained a powerful and flexible portal for Dynamics CRM.  A portal is essential for interacting with users outside your organization, such as customers, partners, suppliers and others.

My wishlist feature for today is an editable grid to allow users to easily add or edit multiple detail records from a web page.  For instance, it is handy to allow a grantee for Microsoft Grants Manager Plus to create a project budget and enter multiple budget line items from a single page.

Please correct me if this feature has been added since I last looked, or you have seen it in the Microsoft roadmap.

Popular posts from this blog

Power Apps Portal: The Successor to Microsoft Dynamics Portal

In case you have been reviewing Microsoft's new pricing for its Dynamics products which was released this month and have been unable to find Dynamics Portal, it has been rebranded as Power Apps Portal and shifted to the Power Apps side of the Microsoft product family. Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers.  It also provides a simpler interface than Dynamics 365 for occasional users. The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users.  "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription." Pricing starts at $200/mo

Replacing Microsoft InfoPath with Power Apps

Source:  https://powerapps.microsoft.com/en-us/infopath/ Microsoft has offered a number of forms automation products over the years, and the most long running was InfoPath which was released as part of Office 2003.  InfoPath is a powerful and flexible product that stores user data in XML while offering form features such as rules, data validation, scripting, and integration with SharePoint.  The popularity of SharePoint resulted in many organizations standardizing on InfoPath for forms, especially internal forms which are hosted on an intranet such as employee reviews, leave and payment requests, and human resources forms. Microsoft has discontinued InfoPath, with mainstream support ending July 13th, 2021, and extended support ending July 14th, 2026. Microsoft has named Power Apps as the successor to InfoPath .  Power Apps has much in common with InfoPath.  Both products include integration with SharePoint.  Both are geared toward the citizen developer and do not require advan

5 Best Things about the Unified Interface for Microsoft Dynamics 365

The latest version of Microsoft Dynamics 365 moves most of the core functionality of sales and customer service to a new user interface - The Unified Interface client.  This user interface is not completely new as it was gradually introduced for the Hub features such as the Customer Service Hub in recent versions of the product. The new interface is quite different from the previous interface which was used from Dynamics CRM 2013 to 2018 with a few incremental changes.  This is the Unified Interface, using a form from InfoStrat's Grants Manager Plus Solution. Here is the same record shown in the previous interface which Microsoft calls Classic. Here are the top 5 features that I like best about the Unified Interface: Better menus and navigation . The sitemap on the left is more helpful than the classic menus for larger, more complex solution. Lefthand menu shortcuts are a great use of space and help users access the most popular areas.  Better subgrids .  Sub