Category: Dynamics 365 Customer Engagement (CRM)

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

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

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

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

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)

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

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