Author: Carl

Using the New Modal Dialog to Open Forms in Dynamics 365 using Xrm.Navigation.navigateTo

Dynamics 365 Release Wave 1 for 2020 has some cool features. One of those is being able to open forms as a Modal Dialog. This is pretty awesome, as I had a client looking for this feature recently. Let’s look at how to use this. If you prefer video, check out how to do this on Power Platform TV, my YouTube show: We will access these modal forms through JavaScript. … Continue reading Using the New Modal Dialog to Open Forms in Dynamics 365 using Xrm.Navigation.navigateTo

Turning Off Power Apps Portal Open Enrollment

In this post, we will look at how to turn off the Power Apps Portal open enrollment. Without turning off the setting, Portals will allow anyone to register by clicking on the Sign In, then Register link: To turn this off, in the Portal Management app, go to Site Settings, then Authentication/Registration/OpenRegistrationEnabled: Change the value to false and save the record: Now, when you go to the Portal, you won’t … Continue reading Turning Off Power Apps Portal Open Enrollment

Using JavaScript to Go to Next Stage in Business Process Flows (Continued)

In a previous post, we look at how to go to the next stage in a Business Process Flow. Let’s continue this and look at more methods in the Client API to help us achieve this, including formContext.data.process.moveNext and formContext.data.process.movePrevious, which are useful if you need the BPF UI updated in real time. If you prefer to learn by video, check out this video on my YouTube channel: Let’s look at … Continue reading Using JavaScript to Go to Next Stage in Business Process Flows (Continued)

How to Fix the Binary Operator with Incompatible Types WebApi Error in Dynamics 365

In this post, we will look at how to fix the error “a binary operator with incompatible types was detected. Found operand types ‘Microsoft.Dynamics.CRM.account’ and ‘Edm.Guid’ for operator kind ‘Equal’”. This error occurs when trying to access the WebApi. There are at least a couple of scenarios where this error can happen. Let’s look at these. The first scenario is when you are trying to select a record by filtering the Id. … Continue reading How to Fix the Binary Operator with Incompatible Types WebApi Error in Dynamics 365

Creating an HTTP Listener with Power Automate

In this post, we will use Power Automate to create an HTTP Listener. This can be useful when subscribing to webhooks. Go to https://powerautomate.microsoft.com and select New Flow, then Automated Cloud Flow: Skip here: Select Request: And: We see: At this point, we can do anything with the flow, such as sending an email, integrating with 3rd party systems, etc. Let’s do something very simple. We will send an email. … Continue reading Creating an HTTP Listener with Power Automate

Bulk Edit of Records in Dynamics 365

In this post, we will look at how the bulk editing of records works in Dynamics 365. Let’s create a new entity. Go to the Power Apps maker at https://make.powerapps.com and let’s create a new solution: We will call it Bulk Edit Test: Now let’s create a new Table / Entity: The table will hold a list of students: Now let’s go to /apps and create a new app: Click Done: … Continue reading Bulk Edit of Records in Dynamics 365

Power Apps Portal Checker

The Power Apps Portal Checker is a useful tool to check issues in your Power Apps Portal. To use it, go to the Power Apps Portal Admin Center and select Run Portal Checker: Once complete, you will see feedback like below, which includes which pages have anonymous access, startup, caching issues etc. It’s a useful tool to run during and after Portal deployments.

Employee Self-Service Portal in Power Apps

In this post, we will look at Employee Self-Service portals in Power Apps. First, go to https://make.powerapps.com and create a new portal. We will need to go to Create, then Start from Template. Search for Portal, then choose the Employee self-service: Enter a name and URL, then click Create: Once created, browse out to the portal: We see: Clicking Sign-In, we get: And we now see the portal content: Other … Continue reading Employee Self-Service Portal in Power Apps

Focus on a Tab using JavaScript in Dynamics 365

Let’s look at JavaScript code to move a user to a specific tab in Dynamics 365 / Power Apps. Below on the Account record I have these tabs – Summary, Project Price Lists, General etc: Let’s go to the General tab when something happens, like changing a field value. The General tab is called Partner_Details: Here’s the code is below. Be sure to pass the execution context: [sourcecode language=”CSharp”] function … Continue reading Focus on a Tab using JavaScript in Dynamics 365