Day: April 3, 2017

Just a heads up that I will be presenting a webinar for the XRM Virtual User Group on March 28, 2017 called “Portal Developer Primer”.  This session is focused for the Dynamics 365/CRM developer who needs to start getting ramped up on Portal development.  It is an evolution from my session at ExtremeCRM in Newport Beach.  Click here to Check it out!

Liquid Part 3

In Liquid Part 2 I demostrated how you can surface data from Dynamics 365 record on the portal.  The great thing about using Liquid is that you can format and modify the layout any way you like.

In today’s post I will be show how to display a bunch of Dynamics 365 records using a custom Liquid Web Template.

If you have done any Dynamics 365 Portal configuration, you know you can surface Dynamics 365 records by using Entity Lists.  Entity Lists surface Dynamics 365…

Before we dive into today’s tutorial, today Adoxio (the consulting arm of the old Adxstudio) released Adoxio Connect Framework to allow seamless integration to other platforms.  Something I will be definitely checking out.

Retrieving Dynamics 365 Data with Liquid

In Part 1 we looked at a very basic Web Template using Liquid.  One of the great things about the Liquid Markup code is that it can be incorporated into other areas like Web Page copy and Content Snippets.

Microsoft’s implementation of Liquid can also be used to show data from Dynamics 365 (Customer Engagement).

In my example, I am going to use Liquid to retrieve an Invoice and show the Invoice Name, the Invoice Status and the Invoice Amount and display that on a Web page.

In order to be able to show some data, we need to be able to know what record we want to pull from Dyn365…