Hello everyone and welcome to my blog. In today’s blog I will show how to get logged-in user information and use it dynamically in Power Apps portals/ Power Pages. Using Liquid, an open-source template editing language, you can render dynamic content inside the pages. Liquids have objects and using them you can retrieve dynamic information …
How to get current user details in Power pages/ Power Apps portals Read More »
Hello everyone and welcome to my blog. In today’s blog I will show how to configure Password Reset policy with Azure AD B2C authentication in Power Apps portals/ power pages. 4 years back, I wrote a post how to configure Azure AD B2C authentication with portals. All the configurations described in the post still hold …
Welcome to all my blog readers. I am back with another blog on Power Apps; this time, it’s on Power Apps portals. Today I will discuss a very interesting requirement I came across. It’s about on how to dynamically set the value of a choices multi-select field in Power Apps portals. Support for choices multi-select …
How to dynamically set value of Choices multi-select field in Power Apps portals Read More »
Welcome to all my readers. I am back with another blog on Power Apps portals. And this time also, it’s one of those nice little personalization experiences that you can expose to end users. Today I am going to discuss on how to allow portal users to upload their profile pictures. For that we first …
How to allow portal users to upload profile image in Power Apps portals Read More »
It’s been sometime that I have written a blog on portals. However came across this requirement and thought of posting it for my readers. This blog focus on couple of topics. Configure session timeout in Power Apps portals. Redirect to the SignIn page or to any custom page of your choice post session timeout. If …
How to redirect user to Login Page after session timeout in Power Apps portals Read More »
Creating a child record from the subgrid of parent record form – a task which we perform in DataVerse Model-driven apps almost everyday and in every implementation. And whenever we click on “+” icon of the subgrid, the child record form open and it has the parent lookup automatically set. I don’t think I need …
Introduction of column comparison in FetchXML came as relief for so many consultants like me who have been working on Dynamics 365 platform for over a decade now. It was rather hard to understand why a feature which is quite basic and in demand took more than a decade to be finally inducted in the …
I am working on PowerApps project for my customer and recently I got a requirement to show/ hide buttons on entity list item depending on condition. To explain the requirement in more detail, I have the following action buttons on my entity list grid. View details and Edit record are the two action buttons I …
How to Dynamically show/ hide buttons on entity list grid in PowerApps portals Read More »
So here I am back with another blog on portals and this time it’s about very basic requirements You want to refer external script libraries in your Power Apps portals pages. You want to upload a javascript file as web file in your Power Apps portal and reference it from your web pages or web …
How to upload a custom javascript web file in Power Apps portals Read More »
It’s been sometime that I have written a blog on PowerApps Portals. And today I am going to share something interesting to my blog readers. The requirement is very simple here. I have Entity A and Entity B with 1:N relationship. On entity form for Table A, I want a button to create a child …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com It’s been sometime I wrote a blog on portals and this topic is one of the requirements we come across frequently while implementing a portal solution. While this is a pretty old concept, many who haven’t worked with Dynamics 365 portals and just started working with …
How to filter view in Power Apps portals/ Dynamics 365 portals with logged in contact Read More »
So here I am in the last blog of this series in which I covered the various web api operations we can perform from PowerApps portals. If you are new to the concept of WebAPI in PowerApps portals, I strongly suggest you read this series from the beginning. However if you are looking for specifically …
Call custom action using WebApi in PowerApps portals/ dynamics 365 portals. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com So I am back with another blog on PowerApps portal and this time I going to discuss on how you can set-up custom URL’s for your PowerApps portal. So this blog is about …
How to set up Custom Url for PowerApps Portal/ Dynamics 365 Portal Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com So I am back with another blog post on PowerApps portal. And again with a feature which is quite useful and used by a lot of users. In this blog I am going …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com So readers, I am back with another blog. And quite rightly, a blog on PowerApps portals. In this blog I am going to discuss about a pretty important topic – “Error handling in …
Error Management in PowerApps/ Dynamics 365 Portals – A complete guide Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog, I will explain diagnostic logging feature in PowerApps Portal. This blog is basically a sub-topic of this blog here. In that blog, I explained in-depth the complete error management in …
Diagnostic logging in PowerApps portals/ Dynamics 365 Portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog, I will explain how to display a custom error page in PowerApps portals or Dynamics 365 portals. This blog is basically a sub-topic of this blog here. In that blog, …
Display custom error page in PowerApps portals/ Dynamics 365 Portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog post I am going to explain in detail about PowerApps Portal checker. If you have worked in prior versions of ADX Portals and then Dynamics 365 Portals find it easy …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog I am going to explain on how you can restrict access requests for PowerApps portal from specific IP addresses. Before I explain on how we can do it, let’s understand …
Restrict PowerApps/ Dynamics 365 Portal access by IP address Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com “Clear cache to reflect the latest changes to a CDS or Dynamics 365 Environment in PowerApps or Dynamics 365 Portals”. A requirement which is required in almost portal application implementation. Whether you are …
Clear cache in Dynamics 365/ PowerApps portals – A complete guide Read More »
If you have designed a portal for enterprise, chances are you need to make periodic deployments. Sometimes these deployments regular functional changes. Other times it may be installing a new update in your environment. Whatever the type of deployment is, you don’t want your portal users to encounter awkward issues or error when they try …
Show Custom Maintenance page for PowerApps portal/ Dynamics 365 Portal Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com I have been conducting a lot of PowerApps portal training lately and more often than not, I get this question – “Who can provision a portal?“. “What are the required privileges required to …
Privileges required to configure a powerapps portal in Common Data Service (CDS) Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this article we will walk through the detailed steps on how to provision a portal for Common Data Service (CDS). You can create a portal either in your new environment or in …
How to Provision a Portal for Common Data Service (Step by step guide) Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The introduction of PowerApps portals have been nothing less than revolutionary from the customer landscape. Common Data Service has been introduced sometime back. However when it came to portal capability, CDS customers were …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is interesting. And I have actually written a post about a year back on the same topic. But with time, some of the methodologies mentioned in the post no longer work. …
Execute a workflow programmatically from PowerApps Portals/ Dynamics 365 workflows Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is pretty interesting and boils down to the basics of how a web page show up in a portal. But unfortunately for consultants starting with portals, they need to directly jump …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com PowerApps portals are highly configurable stuffs. And most of the configurations related to authentication can be achieved using Site Setting. The hard part is there are so many site settings that is very …
Set Password restrictions in Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comPowerApps portal – A simple yet powerful customer facing portal with so many inbuilt features. And these feature list are quite extensive. So it is really difficult to actually grasp all these features while …
Assign default web role when a user sign in Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you have worked on PowerApps portal project, you are probably aware of Web Roles. Web Roles are security roles in PowerApps portals through which you can control the access of a portal …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com PowerApps Portals offers various methods of Authentication. And irrespective of the authentication mechanism being used in the portal, the default behavior is the user is always taken to the profile page post sign …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I posted an article on how you can develop a custom button for Save as draft functionality on an Entity form in PowerApps portals. On that post I have received …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Entity permissions are a great way to control record access in your Dynamics 365 Portals. You can have fine grained control at individual record level. But ever wondered if you can determine the …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com “Restrict Read” – A privilege which is perhaps most misunderstood. And every session I go when I start explaining the concept of Restrict Read, participants are like – Come on! This is not …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently we had an issue with one of our Customer portals. Everything was working fine in DEV and UAT environments. However after portal deployment in production environment, customers reported they are unable to …
For training and consulting, write to us at info@xrmforyou.com Recently I published a blog on the new preview feature for PowerApps portals where it allows you to change the portal theme from PowerApps portal editor. Check this here. While I received quite a few queries on the same, one of the interesting questions I got …
For training and consulting, write to us at info@xrmforyou.com Recently I have been conducting a lot of training on PowerApps Portals. And every time when I start teaching WebForms, I get this question – What is the significance of Developer extensions in WebForm step. If you are not able to relate, this is what I am …
For training and consulting, write to us at info@xrmforyou.com Liquid and PowerApps portals. I think a match made in heavens. And what can I say about Liquid, a simple yet so powerful template editing language. And while I was singing praises for Liquid, a colleague came up to me and told that liquid does not have …
Convert byte array to base64 string using Liquid in Dynamics 365/ PowerApps portals Read More »
For training and consulting, write to us at info@xrmforyou.com If you are looking for a new feature that has been introduced, unfortunately it’s not. Come one Debajit! Don’t be so disappointing at the start of the blog!But truth needs to be told! So what are my other options?Field security profiles are not available in Power …
For training and consulting, write to us at info@xrmforyou.com With every release of PowerApps and PowerApps portals, Microsoft is making the life of customizers easy. And when I saw this feature this was my reaction – “WOW“ Very simple yet so beneficial and time saving. Traditionally customers always had a ask to change the theme …
Seeing the title of this post, you may be wondering what’s new about this post. After all, you already have a post which shows how to put custom login/ logoff button. Well, there is something new here. And that’s why this blog post. The requirement this time is to logoff without user intervention. And based …
{QuickTip} Logout from Dynamics 365 Portals/ PowerApps portals programmatically Read More »
For training and consulting, write to us at info@xrmforyou.com Follow my blog for more interesting topics on Dynamics 365 and Portals As I have been working on liquids a lot lately, I am amazed by the simple and yet powerful language which allows me to do so much without drop of a sweat. And then …
Base64 encoding and Base64 decode using Liquid in Dynamics 365/ PowerApps portals Read More »
For training, consulting and our products, please write to us at – info@xrmforyou.com I got this query from one of my blog readers and hence thought of sharing it with everyone. They were trying to display a knowledge article in portals. They were following the Microsoft guidance – “You can author knowledge articles and add …
{Quick Tip} Display knowledge article as attachment in Dynamics 365/ PowerApps portals Read More »
You may be wondering why this simple post? After all, setting a date value, what’s in that? Sometimes the simplest of things takes us by surprise. Below is a screenshot of an entity form with date field. Based on custom business logic on the client side, we have to set the value of the date …
Well, there can be so many reasons why Azure Storage integration with Dynamics 365 Portals/ PowerApps portals is not working. However more often than not, the most common error I see is “access is denied” message in the portal logs. And you scramble to your portal configurations and verify the connection string to your azure …
The is the second blog of this series. If you are on this blog and have missed out on the first one, I request you to go through the previous one to be fully aware of the context. Want to leverage Azure storage for your documents in PowerApps/ Dynamics 365 portals instead of Notes? Check …
Storing documents from portal is fairly important task in all Portal implementations. And Powerapps portals are well equipped to provide you the flexibility to integrate with SharePoint, CDS and now Azure storage accounts as well for your documents. While SharePoint and notes integrations are quite common, integrating with azure storage account requires quite a few …
I was just going through this Preview feature of PowerApps portals and I could not stop myself from sharing it. If you have ever worked on Powerapps/ Dynamics 365 portals authentication, you know the pain of remembering every site setting and then working out your way to fix them. It’s kind of nightmare to configure …
In this blog, I will set-up the default portal authentication provider using the new PowerApps/ Dynamics 365 Portal identity provider configuration UI. If you are not aware of the preview feature, please visit the previous blog to know more about this new preview feature. So below is the identity provider screen. And by default, Azure …
In this blog, I will set-up Google authentication using the new PowerApps/ Dynamics 365 Portal identity provider configuration UI. If you are not aware of the preview feature, please visit the previous blog to know more about this new preview feature. In the identity provider screen, we configure the Google provider. Once we click on …
This one is quite interesting. So my customer was showing the timeline on the portal. So emails, appointments and phone calls we being shown in portal timeline. The problem with timeline in portals is when too many of them are there, it becomes a clutter. So our customer wanted to have separate form dedicated for …
Well this one is really interesting. And sometimes the strangest of issues comes from the most unexpected scenarios. We have content snippet for English language. Snippet type is HTML. Customer is using this snippet in JavaScript on load of the webpage. Snippet screenshot below And below is the JavaScript written on load of the web …
Recently we had a requirement where we needed to show the text stored in multiline textbox in Dynamics 365, inside a div element in PowerApps portal. The problem was when we have a text inside a multi-line textbox and the user press the enter key, the value is stored as new line character. However when …
Convert New line to html break in PowerApps Portals/ Dynamics 365 Portals using Liquid Read More »
This is a very common requirement in PowerApps portals where you need to show language specific text to the user. If the portal is in french, then the french text shall be displayed accordingly text for other languages. let’s take a scenario here where you need to take the render language specific text using javascript. …
Language specific custom text in Dynamics 365 portals/ PowerApps portals Read More »
Today my customer called me up and told that Notes which are getting created in Dynamics 365 are showing up in the portals with HTML tags and stuff and the look and feel is completely distorted. For me it was surprising because till last night everything was just working fine. So obviously something might have …
We all know that in UCI, when we try to save a record and if one or more of the form fields are does not contain valid data, the system stops the record from being saved and appropriate validation notifications are shown on the top of the form. For example I am on the contact …
Well, this one is indeed weird when I first time saw it. So basically we set up custom datetime format in portals to dd-MMM-yyyy. If you are unware of custom datetime format in portals, you can follow this blog here. All set and done, I launch a webform and the first step of the webform …
Recently I got a requirement where every time an user keys in a wrong email address, the user should get a error notification icon on the control and if the user key in the correct email address, the user should get a success notification on the control. Very common requirement I shall say but again …
This one is a small tip for anyone who are trying to build up their portal application and did not have much exposure to portals yet. And this is one of the most common requirement that I face in almost every portal implementation. So you have your insert form and then when the portal user …
Gem of an article from Colin Vermander
Webforms are wonderful things in PowerApps portals. It allows you to design wizard control providing user with multiple steps to complete an operation. And one of the wonderful things with WebForms in PowerApps portals is to maintain sessions. Say a Webform have three steps – Step 1, Step 2 and Step 3. Say a portal …
WebForm sessions in PowerApps/ Dynamics 365 portals-All you need to know Read More »
Couple of months back I wrote a blog post on Common data service (Current environment) not showing up while creating a PowerAutomate flow and the reason was that only for flows created through the solution have the connector available. Here is the link to the post – https://debajmecrm.com/quick-tip-common-data-service-current-environment-connector-not-showing-up-while-creating-microsoft-flows-power-automate/comment-page-1/#comment-17413 However post that I got multiple question …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com This post is not about configuring Notes section on PowerApps portals. There are few good articles out there already and not to forget, the portal documentation on Microsoft Docs is pretty neat as well. Well this one is about the question I regularly come across …
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I had a requirement where my customer asked me to put an additional button on the Edit page of a account form that will perform a set of operations before saving the record. They didn’t want to tamper the OOB functionality of Submit button …
Custom Button on Entity form to Save a record in PowerApps portals/ Dynamics 365 Portals Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Lately designing quite a few canvas apps for specific modules and this is one issue we faced recently while working for a customer. So the customer had a gallery control which was bound to CDS contacts and then there were some additional controls like Checkbox, …
How to reset controls inside Gallery in Canvas App Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently we had this scenario where my customer was trying to configure ratings for a web page in PowerApps portal. Basically it’s a page where customers could login and rate the page content. So here was the developer who created the web-page and also checked …
How to show ratings on PowerApps portals/ Dynamics 365 portals. All you need to know Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Recently I was working in some portal customizations for my client and one of the requirements that came in was to place a re-direct for a portal url. If you are unware of redirects in Portals, this docs link is the perfect place to get …
Configure redirects in Dynamics 365/ Powerapps portals. Read More »
Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Canvas apps is certainly changing a customer’s view point on mobile rollout feasibility for their business. However more often than not, we as consultants come across customers having significant data in the system. And while we don’t think much about data volumes while dealing with …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Off late I have been getting loads of queries regarding this topic and whenever I get this one, I always provide the below link https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/azure-ad-b2c However more often than not I find them …
Azure AD B2C integration with Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The content of this post was no longer compatible with the latest version of Dynamics 365/ PowerApps portals. Please visit the blog post for detailed walk through on how to make it work …
Execute a Dynamics 365 workflow using code in Dynamics 365 portals/ PowerApps portals Read More »
Azure AD B2B has been a boon for organizations working with partners for its various applications without losing control on corporate data. The capability of adding guest users and assigning them application is something which opens up a horizon on single sign on of enterprise applications. For details on Azure AD B2B, please visit this …
Dynamics 365 Portal Authentication with Azure AD B2B Guest User. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The true potential of a portal is realized only when we expose the Dynamics 365 content on the portals. However as we all know, to expose the content end-end, we need to create …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comI have been working and providing training a lot recently on Dynamics 365 portals. And whenever I go over Metadata configuration of entity form the option – “Render Lookup as Dropdown” option excites the …
Display Lookup as Dropdown in Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWith the new version of Dynamics 365 Portals, it is now possible to enable General Data Protection Regulations (GDPR) in portals.You can throw up company terms and conditions page when a user is authenticated …
Show terms and conditions in Dynamics 365 Portals/ PowerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A good news for portal users. With the latest Portal update, it is now possible to change the Base URL of a portal after it has been provisioned. To change the base URL …
Change URL of Dynamics 365 Portal/ PowerApps portal Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A big thank you note to all my blog readers without whom this has not been possible. It’s been a great journey so far and undoubtedly it’s my blog which has helped me …
Most Valuable Professional (MVP) award 2018-2019 – A big thanks to all my blog readers. Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comRecently I had a requirement where my customer wanted to put a Cancel button in the registration screen of Dynamics 365 Portal. To explain the requirement, the OOB screen looks like below. What my …
Show custom buttons on user Registration Page in Dynamics 365 Portals/ powerApps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is one more of my recent articles on ADX portals and this blog I am going to write on how to select the topmost record from an entity view using query filters. …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com As I have been working mostly on Dynamics 365 portals, here goes another D365 portal post. So here is the requirement. The portal customer applies for loan and then views the status of …
toggle entity forms in Dynamics 365 portals / powerapps portals using liquid Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In my previous blog posts, I have explained on how to enable custom authentication for your Dynamics 365 portals (ADX portals) with Identity providers like Azure Active Directory & Google/ facebook. Link for …
disable external authentication in Dynamics 365 portals/ Power apps portals Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In my previous blog, I have explained on how to authenticate your Dynamics 365 portals with Azure Active Directory. You can read it here – https://debajmecrm.com/dynamics-365-portal-authentication-with-external-identities-part-i-authentication-with-azure-active-directory/ However these days it’s common to come …
Dynamics 365 Portal/ powerapps portal Authentication with with Google Account Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Lately I have been working a lot on Dynamics 365 portals a lot and also delivering some trainings on the same. Don’t get much of a chance to work on Dynamics 365 portals …
Dynamics 365 Portal/ powerapps portal Authentication with Azure Active Directory Read More »
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Recently I came across a requirement where the customer needed to refresh the quick view form on an entity on change of the related field programmatically. So let me explain the requirement here. …
Refresh Quick View form control using client/ XRM API in dynamics 365/ CDS Read More »