Using FetchXML in a Power Apps Portal Web Page Template

In this post, we will look at how to use FetchXML in a Power Apps Portal Web Page and Template. First, let’s go to the Portal Administration app and create a new Web Page Template: Paste in the FetchXML like below. You can see we are creating a new web template, and running a FetchXML query, then iterating through the results and returning them in a JSON format: Scroll down … Continue reading Using FetchXML in a Power Apps Portal Web Page Template

Intro to Power Apps Portals Web Roles and Table Permissions

In this post, we will look at Power Apps Portals Web Roles and Table Permissions how they are used. We will go through an example of displaying a list of Dataverse records. First, let’s create a new portal called Company Jobs. The goal of the website is to display content to both internal authenticated and external non-authenticated users. The difference is that internal people will see some more information on the … Continue reading Intro to Power Apps Portals Web Roles and Table Permissions

Power Apps Portal Unknown Failure for Password Reset

In Power Apps Portals, when a user tries to reset their password, they may run into an error message “An unknown failure has occurred. Error ID #”: To resolve this, go to the Send Password Reset To Contact process and click on View Properties: We see the From email is the owner of the contact. If the contact is a portal-created contact, the owner is the SYSTEM account: To fix this, … Continue reading Power Apps Portal Unknown Failure for Password Reset

How Contact Signup Works in Power Apps Portals

In this post, we will look at contact signup in Power Apps Portals. First, let’s look at the portal-contact design. When a person signs up for Power Apps portals, they will appear as a contact in Dynamics 365. I.e. if you browse to contacts, you will see the contact record. The type of Authentication enabled for a portal can be accessed by going to Settings in the Power Apps Maker … Continue reading How Contact Signup Works in Power Apps Portals

Calling Dynamics 365 WebApi from Power Apps Portal

In this post, we will look at how to call the Dynamics 365 WebApi from Power Apps Portals. First, we can test the WebApi by browsing to it in the browser. The address is <portalurl>/_api/<entityname>. Let’s try the accounts entity, which would be the URL /_api/accounts and see if we can retrieve accounts: We get the message: {“error”:{“code”:”9004010C”,”message”:”Resource not found for the segment account.”}} Now, in the Portal Management app, … Continue reading Calling Dynamics 365 WebApi from Power Apps Portal

How to Assign a Power Apps Portal Administrator

To make yourself a Power Apps Portal Administrator, you will need to open the Portal Management app and select the user you want to make Admin: Then go to Related->Web Roles: Click Add Existing Web Role: Find Administrators, then click Add: Now, when the user logs into the portal, and browses to _services/about, they will see the portal version number, and have the ability to clear cache, rebuild the search index, … Continue reading How to Assign a Power Apps Portal Administrator

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

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

How to Setup Redeem an Invitation Code for Power Apps Portal

In this post, we will look at Power Apps portals and redeeming invitation codes. These come into play when you have an existing contact in Dynamics 365 that you would like to register as a Power Apps portal user. As each Portal user becomes a contact in Dynamics 365, you may now want this existing contact to simply “sign up” in your portal. Instead, you can send them an invitation … Continue reading How to Setup Redeem an Invitation Code for Power Apps Portal