powerapps

Designing Business process flows for your canvas apps

Canvas apps, CDS, Microsoft Dynamics CRM, powerapps / By

I had this requirement lately and the first time I heard this I thought, is this even possible? But then I never doubt about the every increasing capability of canvas apps. So decided to do a search. And guess what! Found this wonderful documentation here with a complete solution. https://powerapps.microsoft.com/en-us/blog/using-business-process-flows-in-a-canvas-app/ I am simply falling in …

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{Solved} Typing in character t automatically inserting current datetime in datepicker controls on WebForms in Dynamics 365/ PowerApps Portals

Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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 …

{Solved} Typing in character t automatically inserting current datetime in datepicker controls on WebForms in Dynamics 365/ PowerApps Portals Read More »

Show success and error symbol for each field on-change of field value in Dynamics 365/ PowerApps portals.

Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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 …

Show success and error symbol for each field on-change of field value in Dynamics 365/ PowerApps portals. Read More »

{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals

Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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 …

{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals Read More »

Have you understood the significance of Xrm.Utility.invokeProcessAction() API in Dynamics 365? And no it’s not to execute a Global action. It has much more to it than you can imagine! Check this out!

1 Comment / Microsoft CRM, Microsoft Dynamics CRM / By

Xrm.Utility.invokeProcessAction – A function introduced in Dynamics API for quite sometime. And frankly with the magnitude of actions being used in each project, this should have been the most widely used function by now. But unfortunately this is hardly used and the reason for that being it’s purpose is not being understood. We may have …

Have you understood the significance of Xrm.Utility.invokeProcessAction() API in Dynamics 365? And no it’s not to execute a Global action. It has much more to it than you can imagine! Check this out! Read More »

Xrm.Utility.getResourceString in Dynamics 365. Which scenario it works and where it doesn’t? And what are the workarounds?

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

RESX web resources have been introduced for quite sometime but unfortunately even when I see project implementations today, I see constants file being used instead of Resource files. What more, you can even show specific values based on logged in user language. This blog post is not about how you can create a resource file …

Xrm.Utility.getResourceString in Dynamics 365. Which scenario it works and where it doesn’t? And what are the workarounds? Read More »

Planning to show a custom multi-select lookup. Use the Xrm.Utility.lookupObjects to show a multi-select lookup control in Dynamics 365

2 Comments / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Recently in my project I had the requirement to show up a multiselect lookup for selecting records across multiple custom entities. The customer have created a PCF control where they have designed to show the selected records spanning entities. But the issue was to show a lookup control to allow the user to select multiple …

Planning to show a custom multi-select lookup. Use the Xrm.Utility.lookupObjects to show a multi-select lookup control in Dynamics 365 Read More »

Xrm.Utility.getEntityMetadata() Have you explored it yet to get metadata in Dynamics 365

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

This API has been introduced for sometime now. However I still find that consultants are not using it and going with traditional querying through WebAPI method to get the Entity Metadata. And there is a secret I am going to tell you why so many consultants abandoned this method. The reason for this is when …

Xrm.Utility.getEntityMetadata() Have you explored it yet to get metadata in Dynamics 365 Read More »

WebForm sessions in PowerApps/ Dynamics 365 portals-All you need to know

Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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 »

All you want to know about “Rollup View“ Entity Relationship behavior in Dynamics 365

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

You might be wondering this is a pretty old feature and why I am writing this blog now. As I do quite a few trainings I always get lot of questions on relationship behavior. And specially related to Rollup behavior on entity relationship.I am not going to explain in this blog what this feature is …

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{knowhow} How to refer a JavaScript file in your PowerApps/ Dynamics 365 Portal which is not accessible via public URL?

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

This is a big question I face whether I am conducting a training or whether I am working on PowerApps portal in customer location. And I am really not surprised. Say you have a custom .js file where you have scripted some wonderful functions and want to reuse in the portal. It’s a really big …

{knowhow} How to refer a JavaScript file in your PowerApps/ Dynamics 365 Portal which is not accessible via public URL? Read More »

Strip HTML characters using Liquid in PowerApps/ Dynamics 365 Portals

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

I have been working lately a lot on PowerApps portals and one of the requirement that we got from customer is to render some HTML text as text in Portals. The customer had a field in Dynamics 365 which was storing rich text. We would retrieve the field value using fetchxml in liquid and the …

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Working with custom DateTime formats in PowerApps/ Dynamics 365 Portals

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

By default in PowerApps portals, the date and time is showed in the format as configured in CDS/ Dynamics 365. However you can override the default date/ time format to be used on portals with the below site settings. DateTime/DateFormat: The date format used on the portal. DateTime/TimeFormat: The time format used on the portal. …

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Could not find a part of the path … bin\roslyn\csc.exe. Error while setting up of OAuth implicit 2.0 API for PowerApps portal

Microsoft Dynamics CRM / By

IF you are not aware of OAuth 2.0 Implicit grant for PowerApps portal, I suggest you refer this Microsoft Docs link. To put in Microsoft words – “This feature allows a customer to make client-side calls to external APIs and secure them by using OAuth implicit grant flow. It provides an endpoint to obtain secure …

Could not find a part of the path … bin\roslyn\csc.exe. Error while setting up of OAuth implicit 2.0 API for PowerApps portal Read More »

string to integer, string to decimal in liquid template–Is typecasting through liquid in PowerApps portals/ Dynamics 365 Portals adding to your woes? the type filter may just be you way out

Microsoft Dynamics CRM / By

First of all this is not specific to Dynamics 365/ PowerApps portals. However since I try to put everything related to my passion – dynamics 365 and PowerApps, I try to relate every blog post of mine with that. Coming to the topic, this is related to liquid. And as the title say’s, it is …

string to integer, string to decimal in liquid template–Is typecasting through liquid in PowerApps portals/ Dynamics 365 Portals adding to your woes? the type filter may just be you way out Read More »

Automatically sign-in with Azure AD in PowerApps/ Dynamics 365 Portals on Sign in click.

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Recently I had this requirement where the customer wanted to automatically sign in using the default Azure AD option on clicking Sing in the header menu in PowerApps portals. So when the Sign In link is clicked, the user should be automatically signed in without being redirected to the Sign In page and then clicking …

Automatically sign-in with Azure AD in PowerApps/ Dynamics 365 Portals on Sign in click. Read More »

How to reset controls inside Gallery in Canvas App

Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM / By

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, …

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

2 Comments / Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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 »

How to update a record in CDS/ Dynamics 365 from canvas app without using primary key

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I have recently been conducting some trainings on canvas apps and one of the questions that came up during the session was regarding the Patch function in canvas app. As the name suggests, you can use the Patch function to modify or create a record …

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Delegation in canvas apps power apps. know about it before you start working with large datasets.

Dynamics 365, Dynamics365 Portals, Microsoft CRM, Microsoft Dynamics CRM, powerapps portals / By

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 …

Delegation in canvas apps power apps. know about it before you start working with large datasets. Read More »

How to create controls dynamically in Canvas App power apps using galleries

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Before I even go ahead and add more on this. Spoiler alert!  This blog is not going to introduce you to a new API which allows you to add/ remove controls dynamically in a canvas app. As of the time of writing this blog, there …

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Configure Customer lookup in canvas apps to show either contacts or accounts

1 Comment / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Happy new year to all my blog readers and this is my first blog of 2020. And how about starting with a simple one and that too on canvas apps! So this was my customer requirement. They were designing a canvas app for their business …

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