Category: Power Apps / Custom Pages / Dataverse / Power Fx

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

Change the Color of Business Process Flows to Power Apps Purple

In Dynamics 365 / Power Apps, the Business Process Flow color out of the box is a hex color #E83D0F. Closer up: Let’s change this to “Power Apps Purple”, which looks kinda like it’s hex code #742774. Go to Settings->Customizations->Themes: I’m going to clone the CRM Default Theme: We need to change the Accent Color: To: Publish the theme so it’s the default applied theme: The BPF now has the purple … Continue reading Change the Color of Business Process Flows to Power Apps Purple

Using JavaScript to Go to Next Stage in Business Process Flows

Let’s take a look at how to move a Business Process Flow to the next stage using JavaScript. If you prefer the video version, check out and subscribe to my YouTube channel: Go to https://flow.microsoft.com and select to create a new Business Process Flow: Let’s call it Account BPF: We see: Let’s make 3 stages – Stage 1, Stage 2, Stage 3: . We will add some fields for each … Continue reading Using JavaScript to Go to Next Stage in Business Process Flows

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

Overriding the RetrieveMultiple Integration Pattern Updated for Unified Client Interface

In a previous post in 2017, we looked at how to override the RetrieveMultiple through a plugin to display data in Dynamics 365 / Power Apps. We will now revisit this post to show how to use the same pattern when dealing with Unified Client Interface apps, where the old code didn’t work. This will be useful if you’re running the old code and are migrating to unified interface apps. … Continue reading Overriding the RetrieveMultiple Integration Pattern Updated for Unified Client Interface

How to Embed Forms Pro Inside a Power Apps Canvas App

Previously, we looked at how to create a survey using Microsoft Forms Pro. In this post, we will look at how to embed a Forms Pro survey inside a Power Apps Canvas App. This can be very useful if you want people to fill out surveys using an app, which can be very convenient. If you prefer to learn by video, check out my YouTube channel video: First, log into … Continue reading How to Embed Forms Pro Inside a Power Apps Canvas App

Use FetchXML in the Power Automate CDS Connector for List Records

In this post, we will look at how to use FetchXML in the Power Automate Common Data Service Connector to retrieve records using the List Records Action. If you prefer to learn by video, check out my YouTube channel video on how to do this: First, log into https://flow.microsoft.com and go to Solutions and create a new solution: Give it a name and click Create: Open the solution and click … Continue reading Use FetchXML in the Power Automate CDS Connector for List Records

Display Power BI Visualizations Using Azure AD and Liquid Tags inside Power Apps Portals

Power BI visualizations can be displayed inside Power Apps Portals using Liquid tags. In this post we will show how to set up Power Apps portals to enable the Power BI liquid tag to be used to embed Power BI visualizations inside Power Apps portals. We will do this with a blank custom portal we created earlier. Let’s start on the Power BI side. Power BI We have a Customers … Continue reading Display Power BI Visualizations Using Azure AD and Liquid Tags inside Power Apps Portals

Add a Menu Item to Primary Navigation in Power Apps Portals

Let’s look at how to add a new menu item to a Power Apps portal Primary Navigation menu. This menu is the one across the top of the top: Let’s create a Hello World link which opens a Hello World page. Open the Dynamics 365 Portals app and go to Web Pages, then New: We will create a new page with the parent page of Home, and a page template … Continue reading Add a Menu Item to Primary Navigation in Power Apps Portals

How to Create and Customize a Custom Power Apps Portal For Your Organization

We have already looked at some great features of Power Apps portals in previous posts, such as the out of the box templates such as the community portal template and customer self-service template. Now it’s time to look at creating a blank portal with minimal features, so organizations can build out a portal for their own specific requirements. We will look at how to customize the blank portal to include new … Continue reading How to Create and Customize a Custom Power Apps Portal For Your Organization