Hide “Sign in with an external account” from Dynamics 365 Portal

To hide the Sign in with an external account section from the Sign In and Register page of the portal.

Set the following site settings value to false à

Followed by Restart of the portal.

To add any additional JavaScript or HTML, for e.g. we wanted to disable the Email text box on the Register page,

Go to Portals à Content Snippets and create a new code snippet record

The output:-


The helpful post –



Hope it helps..

Hide a Primary Navigation link using Web Page Access Control rule in Portals in Dynamics 365

Say for e.g. we want to hide Test Page navigation link from the Portal for anonymous users and make it visible only for authenticated users.

For this we can create a Web Page Access Control Rule,

Go to Portals à Web Page Access Control Rules and create a new rule as shown below

Select the Website and the web page to be hidden.

For Right, select Restrict Read and in Web Roles add Authenticated Users Web Role.

On refreshing the portal à

For logged in user

For anonymous user

Hope it helps..

Missing Price for Products in The Portal Connector – E Commerce Settings – Dynamics CRM.

Recently we configured products from CRM to e-commerce setting of The Portal Connector and found that the price for the product was missing.

The way to fix this issue is to Open the product form in CRM and add the list price field on the product form and specify the value there.

Once value is specified, go to administration – portal connector configuration and click on Resynchronize to update the product record in the portal.

Once synchronization is done, we can see the values updated in the portal.

Hope it helps..

Using Multiple Choice Matrix and Likert Scape Option Sets in Web Form in Dynamics 365.

Let us continue with our previous example wherein we have already setup a sample Survey Web Form and added a Multi choice Field


Here we would be making use of Multiple Choice Matrix.

For this first let us create 2 option sets in our Survey Entity. We’d put those field in Step 3 Tab.

  • Here we will use the existing global option set for Likert Scale which is added by the Portal in CRM.

Our first field – FacilityLikert Scale Satisfaction.

Our second field

Below are the different Likert Scale Global Option Set available within CRM added by Portal.

Now in the Survey form we have added a section named “Please Rate” and with the newly created fields inside it.

In the Web Form Step corresponding to the Step 3 tab and we added Web Form Metadata records one for each of the fields.

Style Multiple Choice Matrix
Group Name MCM

Refreshing the page in the Portal shows the option sets as Multi Choice Matrix

Hope it helps..

Configuring Multiple Choice field for Web Form in Portal (Dynamics 365)

Let us continue with our previous example and add a Multiple-Choice field for Step 3 Web Form Step as shown below.


To configure this, add a section named “Please select all that applies” to Step 3 Tab and 3 two options (Boolean) fields in the Survey Form.

Now go to Step 3 Web Form Step and add Web Form Metadata for each of these bool fields.

For the poor management field,

  • Style – Multiple Choice
  • Group Name – MyGroup

For the poor salary field, specify the same value for style and group name field

  • Style – Multiple Choice
  • Group Name – MyGroup

Do same for the third two options field.

The main point to remember here is that the Group Name should be same.

Now open the portal page and go to the web form step.

The page shows the newly added Boolean Fields in the Web Form Step as checkboxes.

Hope it helps..

Using Conditional Branching in Web Form in Portal (Dynamics 365)

Let us continue with our previous example of Employee Exit Survey and add conditional branching step to it.


Here we’d add a conditional web form step which will check the response of the user for Work Life Balance question and in case if it false, it shows one more step to the user and asks for the comments.

So, let us first create a web form of type Condition with below details

Type Condition
Target Entity Logical Name Our custom survey entity
Next Step Web Form Step when condition is true
Condition If new_thirdquestion is true

Now let us see the details of web form step – third step which we have defined as Next Step for the condition Web Step above.

We have also created associated Web Form Metadata record of the type attribute for defining the label and other properties for the new field named fourth question in our survey form.

Adding label –

Adding Description –

Making field required –

Finally update the Second Web Form Step to point to the Condition Step

We are done with our configuration, now going back to our web page shows the Web Form with all the 3 steps.

Clicking on next with No as the answer for the Work Life balance Question shows the third web form step. Note here we can see the label defined, description defined and also the field is mandatory which we did using Webform Metadata.

Clicking on submit without specifying comments shows the required field message

All the details here


Hope it helps..