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Microsoft Dynamics CRM (Archived)

Working on a Customer portal page while still active for Customer

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Posted on by 587

Hi

is there a way in the portal i can do adjustment for a page but the customer doesn't see this changes till i publish from it.

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  • Steven O'Neill Profile Picture
    575 on at
    RE: Working on a Customer portal page while still active for Customer

    Hi Abdul, as Aric states this is the only way and has been this way fro ADX since it began I'm afraid. It's a big limitation and hopefully will be resolved at some point with MS putting money behind it now. Even bigger issue in my opinion is for blogs as you can't set publishing dates for these at all (either draft or published) which is a bit of a pain when you want a specific post to appear at a set time.

    Good luck with the development though.

  • Abbod Hamwi Profile Picture
    587 on at
    RE: Working on a Customer portal page while still active for Customer

    This an issue Microsoft should lock into it, to make Customer portal for sandbox because this is really frustrated.

    for now i did like what you say, i'm duplicating the page and once i'm done i'm deleting and coping the change to the main page

  • Verified answer
    Aric Levin - MVP Profile Picture
    30,188 Moderator on at
    RE: Working on a Customer portal page while still active for Customer

    Hi Abdul,

    I am not sure you are able to do this (but I might be wrong).

    I would recommend creating a copy of that page, giving it a new name, and making the changes and validation there.

    If you had a test environment portal, that would be the ideal way, but I am not sure you have.

    You can check about making the changes in the portal directly and not inside of CRM, and enable the preview feature for that.

    docs.microsoft.com/.../get-started-portal-content-editor

    Hope this helps.

  • Abbod Hamwi Profile Picture
    587 on at
    RE: Working on a Customer portal page while still active for Customer

    Note that i'm not creating new web page i'm adding new part for existing one, so i don't want to stop the customer from seeing the existing one while i'm working on it

  • Suggested answer
    Tino Rabe Profile Picture
    652 on at
    RE: Working on a Customer portal page while still active for Customer

    Hi,

    yes, you can control this via the publishig state of a Web Page, i.e. by putting your new Web Page of adfjustments to state "Draft".

    community.adxstudio.com/.../publishing-states

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