Microsoft recently announced some changes to the way in which security is going to be handled in Dynamics 365 Customer Engagement. You can read about it here. This has quite a profound impact not least of which is the Portal component in Dynamics 365. To this end, I thought it relevant to see how we can mitigate this risk by upgrading a Dynamics 365 to the latest version to ensure that the change does not effect the portal adversely. So let's go about it. First, log into the

In Part 9 of the Kylie Bot series, we published our Bot into the world. The challenge is that we didn't give people a way to access the bot. This post will focus on embedding the bot into a Dynamics 365 Customer Engagement portal that we have created previously. To get started, navigate here. You should see this screen: You will be prompted to login, so use your Microsoft credentials as follows: You will also need to enter your password like this: Next, you should see a page

When settings up a Portal that is attached to Dynamics 365, there are several solutions and functions that get automatically deployed for you. Most of these work very well and without you evening realising that they are there. Some however aren't as subtle. The most obvious example of this is when a user registers on a portal and then tries to confirm their email address. The 'Confirm Email' option is available on the portal profile as follows: However, clicking on this confi

Now that we have a Dynamics 365 instance and an associated portal, let's go and link these two up to our Kylie Bot. This requires a bit of work in the Dynamics instance. Let's start by logging into the instance with the details from the previous post where we created our trial instance. Navigating through the Office 365 landing page to the Dynamics 365 tile should present the standard Dynamics 365 landing page where we can navigate to a new section that will have been added w

While this may seem a trivial task, trials are a great way to get the feel of a product before purchasing an actual license. The trial we are going to spin up today will be an enterprise version of Dynamics 365 Customer Engagement. To begin the process, navigate here. Follow the steps as per the screenshots below: Fill in your unique details: Create your tenant where your Dynamics 365 instance will be provisioned: Prove you're not a robot: Save your login credentials: Next, c