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The Portal Connector Release Notes -

Release Notes - Version 7.0

New Features

  • AI Accelerators

    Quickly deploy pre-built pages featuring PC widgets already connected to your Dynamics environment! Some of the available pages include Portal Dashboard, View Invoice, and Products to name a few.
    aiAcceleratorPage2

  • AI Site Generator

    Users can describe the type of Portal site they need, and the AI will generate a tree view of suggested pages along with recommended content for each page.
    Ai generation of a tree view list of pages using Portal Connector 7.0

  • Setup Wizard

    A guided tool that walks you through configuring your Dynamics 365 CE and/or Dataverse connection, setting up your SharePoint integration, and managing email settings. It also provides options to create custom template designs and themes on the fly.
    Portal Connector Setup Wizard Step 1

Enhancements & Fixes

  • Nested Forms Behavior: Fixed an issue where nested forms with entity behavior set to Auto created empty records in Dynamics 365 CE, even when not filled. This affected forms with Yes/No widgets.
  • CRM Plugin Installation: Resolved failure to create portal record and secure configuration during plugin installation.
  • Portal Registration Widget: Improved performance under high concurrency.
  • DateTime Widget UI: Corrected icon order so Date appears before Time.
  • Picklist JS API: Fixed issue where disable() still submitted values to CRM.
  • Sitefinity 15.2 Support: Added compatibility with Sitefinity 15.2.
  • CRM Performance Logs: Enhanced logging in Advanced Settings > PortalConnector > CRM Connection.
  • WCAG Compliance: Screen readers now announce required fields as “required” instead of “asterisk”.
  • Redis Cache Logging: Changed Redis connection error to informational message on startup.
  • Editable Grid UI (Sitefinity 14.4+): Fixed missing arrows for numeric fields.
  • Workflow Widget: Fixed failure to execute on Pre Submit condition.
  • CRM Plugin Upgrade Error: Resolved error adding root component during upgrade.
  • Grid View Responsiveness: Fixed layout issues when EnableLocalizationModel was true.
  • Scheduler Widget: Corrected end date miscalculation in day view.
  • Picklist Tabbing (Sitefinity 14.4+): Restored tabbing functionality.
  • Rules Manager: Fixed breakage after post-publish form modifications.
  • CRM Contact Deletion: Resolved issue deleting orphaned contacts.
  • Checkout Widget: Fixed order status defaulting to Complete instead of In Progress.
  • Lookup Service Security: Added IsAuthenticated property to prevent data exposure post-logout. Also applied to SubGrids and SubListViews.
  • Safari Referrer URL: Fixed blocked query strings due to referrer handling.
  • Radio Button Styling: Resolved Bootstrap issues in Sitefinity 14.4+.
  • Custom Profile Field Filtering: Enabled filtering of forms using custom Sitefinity profile fields.
  • Product Details Widget:
    • Added filter tab to designer.
    • Included column attributes side nav (manual alias addition required for linked entities).
  • Product List UI: Fixed UI breakage on card view click.
  • Nav Cart Widget: Removed unnecessary scroll bar.
  • Checkout Widget Event: Introduced tpc:checkout-step-change event on widget load.
  • Grid Designer (Inline Editing): Fixed missing “Edit” label in Sitefinity 14.4+.
  • Lookup Configuration Exit: Added exit option after configuration.
  • Validator Widget UI: Fixed squashed Data tab in Sitefinity 14.4+.
  • ListView Buttons: Restored missing Kendo classes for edit/delete buttons.
  • Collapsible Notes: Made edit/delete buttons accessible.
  • DateTime Validation UI: Fixed missing red border on validation failure.
  • Readonly Text Fields: Prevented regex validation on readonly fields.
  • Party List Widget: Fixed TypeError on edit and resubmit.
  • Saved Query API: Optimized PopulateSavedQueryUserNames to only pull backend user queries.
  • Saved Query Dropdowns: Fixed dropdowns not opening in Firefox.
  • Hybrid Templates: Resolved user identity breakage.
  • Redirect Link Caching: Fixed issue where vanity URL failed to display.
  • Licensing Protocol: Updated to HTTPS.

Additional Fixes & Features

  • Numeric Tooltip Conflict: Resolved conflict between browser and Bootstrap tooltips.
  • Checkout API: Fixed tpc.ecommerce.cart.get_cartSubTotal() to return pre-tax total.
  • Embedded Forms: Fixed submission failure with login modal.
  • OpenID Connect: Fixed null first/last name on first login.
  • Configuration Page Typo: Corrected typo in “Application”.
  • Product List Designer: Added default fetch button.
  • Grid & Lookup Designer: Enabled FetchXML editing.
  • Power BI Widget: Added report printing capabilities.
  • SharePoint Password Field: Changed to password input type for security.
  • CRM Contact Merge: Fixed issue mapping identical contacts to the same portal.
  • Multi-tiered Forms: Prevented submission of untouched nested forms with Auto entity behavior.
  • Auditing Module: Large Excel exports now run as background tasks to avoid Azure AppService timeouts.
  • Ecommerce Localization: Fixed template breakage caused by accented characters in translations.

​Breaking Changes

  • Dynamics 365 Plugin

    While technically not a breaking change, we encourage customers to update the plugin to solution version 6.2.0.2 by clicking "Install CRM Solution" button in the Portal Connector Configuration page under General Settings. This addresses several issues related to portal record creation, merging of portal user records, assigning portal roles and handling orphaned portal records.