On August 24, Microsoft release the Microsoft Dynamics 365 Customer Engagement Portals Source Code. The download contains the self-hosted Portals which are available for Dynamics 365 On-Premise. This will allow your to customize the portals per your requirements and deploy then to Dynamics 365 (On-Premise) as well as Dynamics 365 (Online).
We recently had a requirement to add an approval process to an entity in CRM. This was a custom entity (Comment), where most of the fields were prepopulated from the web, but had a response field that had to go through multiple layers of approval/review. The review process was once the comment was received it would be assigned to a responder, which would then go through manager, legal and director approvals.
Many times we encounter an external application that requires a solution to be installed in your CRM environment, but it might not be there or we might require to upgrade an existing solution.
CRM 2013 has a new feature that allows displaying Posts, Notes and Activities within a single control (using the Updated Forms). We can easily add this new control to the form by clicking on the Notes ribbon icon on the Insert Tab of the Form Customization.
After importing a managed solution and making changes to the environment by removing some of the out-of-the-box views for the Contact or Account entity, we encounter an error if we ever try to delete the managed solution. The error is “State code or status code is invalid” or 1 is not a valid status code for state code…”
