Dynamics 365 Portals

Field level security based on security roles in Entity Form/Web Form based on User Roles in Power Apps/ Dynamics 365 Portal

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 …

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{Preview Feature} Create and Edit themes in PowerApps/ Dynamics 365 portals in few clicks and all using an intuitive UI. Explore the new Simplified themes feature in PowerApps portal studio

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 …

{Preview Feature} Create and Edit themes in PowerApps/ Dynamics 365 portals in few clicks and all using an intuitive UI. Explore the new Simplified themes feature in PowerApps portal studio Read More »

{QuickTip} Logout from Dynamics 365 Portals/ PowerApps portals programmatically

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 …

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Base64 encoding and Base64 decode using Liquid in Dynamics 365/ PowerApps portals

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 …

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Setting value in DateTime field in PowerApps/ Dynamics 365 Portals dynamically using Javascript

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 …

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Azure storage integration with PowerApps/ Dynamics 365 Portals not working? Receiving “access is denied” message in portal logs. This can be a reason as well. Check this out!

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 …

Azure storage integration with PowerApps/ Dynamics 365 Portals not working? Receiving “access is denied” message in portal logs. This can be a reason as well. Check this out! Read More »

Configure web resource in CDS/ Dynamics 365 form to show documents uploaded in Azure storage in PowerApps/ Dynamics 365 Portals

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 …

Configure web resource in CDS/ Dynamics 365 form to show documents uploaded in Azure storage in PowerApps/ Dynamics 365 Portals Read More »

Want to leverage Azure storage for your documents in PowerApps/ Dynamics 365 portals instead of Notes? Check this out

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 …

Want to leverage Azure storage for your documents in PowerApps/ Dynamics 365 portals instead of Notes? Check this out Read More »

{Preview Feature} Wish you could set up portal authentication with multiple provider through an intuitive UI instead of manually creating site settings. The new simplified authentication preview feature in portals allow you to do just that. Check this out!

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 …

{Preview Feature} Wish you could set up portal authentication with multiple provider through an intuitive UI instead of manually creating site settings. The new simplified authentication preview feature in portals allow you to do just that. Check this out! Read More »

Setting up default authentication provider in PowerApps/ Dynamics 365 Portals using identity provider configuration UI

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 …

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{Preview Feature} Google Authentication in Dynamics 365/ PowerApps portals using the Identity configuration UI in PowerApps

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 …

{Preview Feature} Google Authentication in Dynamics 365/ PowerApps portals using the Identity configuration UI in PowerApps Read More »

Rich Text Field like email description are showing in plain text with html tags in PowerApps/ Dynamics 365 Portals

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 …

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How to show ratings on PowerApps portals/ Dynamics 365 portals. All you need to know

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 »

Configure redirects in Dynamics 365/ Powerapps portals.

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 …

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Dynamics 365 Portal Authentication with Azure AD B2B Guest User.

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 …

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