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Month: May 2022

Web Template v/s Page Template v/s Web Page in Power Portal

In Power Portal, Web pages are the final page that renders on browser but the web page construction depends on Page template and web template. Let us understand the relation between these three components. Web Template In Power Portal, web templates are the top-tier content records. They can work with HTML, CSS, JS, jQuery and…
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Use validation on Submit button on Basic Form in Power Portal

In Power Portal, If you want to add custom validations on Submit button click then you have to use following code. Open the Basic form where you want to add validation using Portal Management model-driven app. navigate to additional settings and scroll down to custom JavaScript section. Specify the code below. Make sure to change…
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Project Service module features in Dynamics 365 Customer Engagement (CE)

In Dynamics 365 CE, Project Service is used to manage service based projects. The below flow explains how a project service flow looks like. The Steps include are given below. Project Sales Management Project Leads Project Opportunities Project Quotes Project Contracts Owning Company Contracting Unit Cost Currency Sales Currency Billing Method Project Pricelists Transaction Classes…
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How to install Project Service Operation (PSA) in an existing Power Apps environment

If you want to install Project service automation, follow below steps. Step 1 – Subscribe Project Operation trial Navigate to https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/ and scroll down to select Project Operation. Click on Try for free. Validate existing credential or login using existing credential. Click on Continue. It will setup the Project operation. Step 2 – Assign License…
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Create your first Power Portal App using Power Apps

Power Portal is a powerful no-code & less-code way of developing web apps for public users (Un-licensed) interactions with Dataverse records. In this blog you will come to know how to create a portal app step by step. You can create power portals using make.powerapps.com portal. Open the make.powerapps.com website and choose correct environment. Click…
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Retrieve Many-to-Many (N:N) Relationship Records using Web API in Dynamics 365 using JavaScript

The below code can be used when you want to read N:N or many-to-many related records and do some logics for validations. As N:N intersect table cannot be found in Advance Find you can check the name of intersect table from powerapps solution. The below code runs on a command button click and checks if…
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Declare environment variables and use it in Power Automate

You can configure or declare environment variables inside a power apps solution to keep configurable data items or static data items so that you can use the value in other apps such as canvas apps, power automate etc. Here in this post you will come to know how to declare an environment variable and call…
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Configure a Community Portal in Power Portal using Power Apps

Microsoft provides many pre-build templates so that you can use it as a template without creating start from scratch portal. The templates contains all pre-built resources and components you can use. The pre-build portals are available as below. Community Portal Customer Self Service Portal Partner Portal Employee Self Service Portal Customer Portal In this post…
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Chat with others from within Dynamics 365 Model driven apps using MS Teams

Your can now chat with your fellow colleagues and employees being within Dynamics 365 Model-driven apps using Microsoft Teams app. Follow the steps to enable the MS Teams feature inside Dynamics 365 Apps. Step 1 – Enable Teams Configuration Open any model-driven app and click on chat icon from top right corner. It will open…
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How to add products inside an opportunity in Dynamics 365 CE CRM Sales Hub App

In Sales Hub App in Dynamics 365 CE/CRM Sales Life Cycle, Opportunity management is an important concept. In Opportunity, you can associate products with quantities the customer asked for. In this post you will know how to add products into an opportunity record. First open the Opportunity record in which you want to add products.…
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