Help Your Customers with a Customer Self-Service Portal Using Power Apps Portals

Power Apps Portals are functionality that can be used by Dynamics 365 / Power Apps environments for quick, customizable out-of-the-box portals. These portals can provide many advantages for businesses, including giving customers round-the-clock self-service support and the ability to create their own cases online in a secure environment. There are a few types of portals that are currently available for organizations to take advantage of. These portals are: Community Portal Customer … Continue reading Help Your Customers with a Customer Self-Service Portal Using Power Apps Portals

Convert Your Common Data Service Power Automate Flows to Run as Azure Logic Apps

Imagine a situation where you have created a Power Automate Flow, and you want to convert it to an Azure Logic App so you can take advantage of the Azure Logic App features. Let’s look at how to do this with a Common Data Service example. There are a couple of “gotchas” we will note. First, let’s create a simple Power Automate Flow. Our flow will do the following – … Continue reading Convert Your Common Data Service Power Automate Flows to Run as Azure Logic Apps

Make Your Common Data Service Transactions Atomic Using ChangeSets in Power Automate Flows

A new feature in the Common Data Service (Current Environment) connector for Power Automate Flows is the ability to use transactions when performing some platform operations. In this post, we will look at how to use these changeset transactions, which is useful if you need to ensure your create/update/deletes are atomic, meaning if one transaction fails, they all fail, and if one succeeds, they all succeed. This is also useful … Continue reading Make Your Common Data Service Transactions Atomic Using ChangeSets in Power Automate Flows

Creating a Custom Action and Calling it from Web API in Dynamics 365 Power Apps

In Dynamics 365 and Power Apps, we can create Custom Actions and use these with plugins to invoke business-specific code through the Power Apps / Dynamics 365 Web API. These actions don’t even need any parameters to run and can contain no steps. They will simply execute our custom code, which can do whatever we want and we can invoke when we want. In this example, let’s create a plugin … Continue reading Creating a Custom Action and Calling it from Web API in Dynamics 365 Power Apps

How to Create Trigger and Run Power Automate Flows in Dynamics 365 and Power Apps

Power Automate Flows have tight integration capabilities with Dynamics 365 and Power Apps. In this post, we will look at how to create a Power Automate Flow that will be used in a Power App / Dynamics 365. We will look at the various options of how to run these flows, including running them on demand in Dynamics 365 / Power Apps and having them trigger on events. First, let’s look … Continue reading How to Create Trigger and Run Power Automate Flows in Dynamics 365 and Power Apps

Sending an Input Variable and Getting an Output Variable from a Web API Action Call using Postman

In this post we will look at sending input variables and getting output variable responses from an Action in Dynamics 365 Power Apps called through the Web API using Postman. If you haven’t already, set up the Postman client and connect to Dynamics 365 / Power Apps. This can be useful in troubleshooting Web API calls. Under Processes, let’s create a new Action called OutputTest, of entity None (global): In … Continue reading Sending an Input Variable and Getting an Output Variable from a Web API Action Call using Postman

How to Set a Lookup Field to Another Lookup Field on a Dynamics 365 Power Apps Form using JavaScript

There may be cases where you need to set a lookup field on a Dynamics 365 / Power Apps form, where you want to default the value to another lookup on the form using JavaScript to default the field value. For example, on the Account form, we have the owner of the account (field OwnerId), and we have a custom field called My System User Field (new_mysystemuserfield) which is a … Continue reading How to Set a Lookup Field to Another Lookup Field on a Dynamics 365 Power Apps Form using JavaScript

Refreshing a Web Resource in Unified Interface with JavaScript (The New Way)

This post comes from a great find courtesy of an elite dev I work with who goes by “PV”. We had a requirement to reload / refresh an HTML web resource on a page when a user clicked into a tab to view it. This used to be reasonably straight forward in previous D365 versions and JavaScript – get the Web Resource using getSrc, set the Web Resource to null … Continue reading Refreshing a Web Resource in Unified Interface with JavaScript (The New Way)

Run JavaScript When User Clicks On Unified Interface Tab

In Dynamics 365 / Power App, we may want to “do something” when a user clicks on a form tab. Let’s look at how we can write a handler to invoke custom code. In our example, let’s look at the Account form. This form has multiple tabs – Summary, Project Price Lists, General etc. Let’s write code so when a user clicks in and out of the General tab, our … Continue reading Run JavaScript When User Clicks On Unified Interface Tab

How to Remove the Border around a Web Resource in Dynamics 365 / Power Apps

When a web resource is created in Dynamics 365 / Power Apps, we get a border defaulting around it. For example, below is a web resource on the Account form displaying “Hello World”. We see the border around the web resource: Even though we’re not doing anything specific in the web resource HTML: To remove the border, open the form in design mode and go to the Web Resource properties: … Continue reading How to Remove the Border around a Web Resource in Dynamics 365 / Power Apps