Category: Dynamics 365 Customer Engagement (CRM)

In Power Apps and Dynamics 365, when writing custom JavaScript code, you may want to stop users from interacting with the user interface while your JavaScript code is processing. An example of this might be when a user clicks a custom button and some code runs, and while the code is running we want to display a “Processing” message until the code is complete. We can do this easily in … Continue reading Using JavaScript to Add Spinner and Block UI in Dynamics 365 and Power Apps

Let’s say we want to set an icon for a button on a form in Power Apps / Dynamics 365. We will use the Ribbon Workbench to do this. Let’s add this to our Account form. First, create a solution and add the Account form: To add buttons to the Unified Interface, we will use SVG images. For the Web Client, we will use PNG images. There are online tools … Continue reading How to Set Button Icons in Unified Interface and Dynamics 365 Power Apps

Consider the scenario where you have an existing Dynamics 365 environment and you want to create a new app for users to access and use. Let’s look at how to do this. First, let’s look at my Dynamics 365 environment. I already have several apps installed: I can select an app such as the Sales Hub, and it will open the App: Now let’s say I want to create a … Continue reading Adding a Model-Driven App to a Dynamics 365 Environment

This is an update to the post I wrote in 2017 on using Postman to access the Dynamics 365 Web API. In this updated post, we will use the latest Postman Windows client to access the Power Apps and Dynamics 365 Web API, going through the setup required. Setup Azure AD App First, we will need to register an app in Azure. Go to https://portal.azure.com/ and select Azure Active Directory: Select … Continue reading Calling the Power Apps and Dynamics 365 Web API from the Postman Windows Client

In the October release of Dynamics 365, headers of forms can be displayed as high density or low density. In this post, we will look at what this means and how to use it. In Dynamics 365 forms, there is a Header section. The section displays right at the top of the form, and displays information that a user may want to see consistently when viewing a form and scrolling, … Continue reading Enabling High Density Headers in PowerApps and Dynamics 365 Forms

In the previous post, we created a new Custom Workflow Activity and used it in a workflow. Let’s look at how to debug one of these. Open the Plugin Registration Tool (PRT) and select Install Profiler: This may take a few minutes. Once installed, you will see the Plugin Profiler at the bottom of the list: Right-click it and select Start Profiling Workflow: Find your workflow in the list and … Continue reading Debugging a Custom Workflow Activity in Dynamics 365 and PowerApps