Dynamics 365 Portals | Softchief Learn

Configuration Migration Tool Download – Using PowerShell for Power Platform/ Dynamics 365

September 9, 2024

The Configuration Migration Tool (CMT) is a part of the Dynamics 365 SDK, used to move configuration data between environments. You can download and use the tool via PowerShell for automating tasks in Dynamics 365, like transferring data or configurations. Get more info about this tool here https://learn.microsoft.com/en-us/power-platform/admin/manage-configuration-data Open PowerShell and use below script Now…
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Open an HTML web resource in a dialog pop-up box

January 14, 2024

Here is a sample code to Open an HTML web resource in a dialog. Hope it helps.

How to redirect view when record deleted in javaScript in Power Apps

January 12, 2024

Here is the cide. You have to use NavigateTo API.

Custom Workflow v/s Custom Action v/s Custom API Explanation

August 23, 2023

Custom Workflow v/s Custom Action v/s Custom API Custom Workflow Custom Action Custom API Private Scope Not Applicable No Support Supported API Type Not Applicable No Support – Always Action Supported – Function/Action Code First Approach Not Applicable No Support Supported Data Types of parameters More Data Types Less Data Types More Data Types setup …
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Business Rule vs JavaScript in Power Apps

May 8, 2023

Here are the differences between Business Rule and JavaScript.

Filter child Lookup by parent lookup value in power pages or power portal

April 12, 2023

To Filter child Lookup by parent lookup value in power pages or power portal watch the video below.

Page permission in Power Pages or Power Portal

April 12, 2023

Power Pages are great way to build public facing websites. In this post you will come to how you can restrict some users to access a specific web page in power pages/portals. Watch the video below to learn.

Restrict un-authorized users to access your power pages website using site visibility feature

November 3, 2022

In this post you will learn that how you can set the power pages visibility so that you can enable public access for your website and also when there is a requirement you can restrict access for your power pages. You can use Site Visibility feature in Power Pages to setup this. Follow below steps.…
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Use validation on Submit button on Basic Form in Power Portal

May 31, 2022

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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Progressive Web App (PWA) for Power Portal.

March 24, 2022

You can now convert Power Portal to a native app using PWA feature so that you can access portals using a native mobile app downloaded from app store. you can pin the app on screen and experience an native app like portal. Watch the complete video prepared by me here to understand practically how to…
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Automatic record create and update in customer service in dynamics 365 CE

January 10, 2022

Customer Service automatic record creation snapshots. Creating a case with email id. Create Automatic record create and update step. define activity type as Email and queue as Support Queue add rule item. add condition row as subject contains issue. save and open power automate for action. power automate actions defined activate create rule. send email…
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How to add required components to a power apps solution

November 23, 2021

When we work in Power Apps Solutions we add Table components. Add after that we ass Sub-Components of the Table but as sometimes we add relationships and some web resources for the table and when we distribute the solution to other environment then if the target environment do not have required components the import error…
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Manage Search index for Dataverse Search in Power Apps

November 19, 2021

Dataverse Search is now the global search for all power apps. If you have not enabled enable it now. Follow my blog here to know how to enable Dataverse search. After it is enabled we can manage search index for Dataverse search. Open your Power Apps Solution and Click on Overview section here you can…
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Dynamics 365 Sales, Services, Marketing, Field Service, Project Service Automation Tutorials

November 18, 2021

if you are searching for one-in-all video to learn all modules of Dynamics 365 CE/CRM FREE then watch my video so that you can learn it all Free. Watch the complete 7 Hours video FREE.

Automatically assign the lookup field to current portal user in power portal

September 29, 2021

When we use Entity Form/ Basic Form in Power portal sometimes we need to associate the current login user of power portal into the lookup field of the entity form as it does not associate automatically. So let us see how we can do this. Login Power Apps and go to Apps area. Click on…
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Add new fields on registration page or Edit Registration Page in Power portal

September 27, 2021

In this post we will see how you can edit or add new fields to registration page and update data in Dynamics 365. As because there is no easy way to do this, so this article will help you to do the changes. Lets start, The requirement is I want to Add a new Choice…
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Know about Power Platform Tools | Developer Toolkit for Visual Studio 2019

September 7, 2021

In this blog we will see how we can use Power Platform Toolkit for our projects in Visual Studio 2019. Power Platform Tools for Visual Studio supports the rapid creation, debugging, and deployment of plug-ins and other customizations. Power Platform Tools for Visual Studio is similar in appearance and function to the Developer Toolkit we were…
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[Step-by-Step] Enable & Configure Metadata Filters for Entity List in Power Portal for Products

August 23, 2021

We can enable filters for our Entity List in Portal like Shopping sites. Let us see how we can do this. We are going to build a filter like below. STEP:1 – Create a View in Power Apps for the Product Table Login Power Apps and select your correct environment, Now select Dataverse and choose…
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Disable MFA in Dynamics 365 using Azure Active Directory

August 1, 2021

Sometimes it requires to Disable the Multi-Factor Authentication(MFA) in Dynamics 365. SO follow the steps below. Step-1: Open office.com and use your credential. Click on Admin icon. Next click on All Admin Center and Azure Active Directory. Click on Azure Active Directory Link. Now click on Properties then click on Manage Security Defaults the Switch…
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Add custom form field client validation for Advanced Forms in Power Portal

July 21, 2021

Client validations are very important to alert users if some field value is not supplied when a user clicks Submit button or do some change in a form field. We can add custom JavaScript and jQuery to have our own custom field validations. Lets us see how we can do that. I have an Advanced…
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How to call Power Automate (Flow) from Power Portal using HTTP Request Trigger

July 9, 2021

Power Portal is very popular and robust Power Apps in Microsoft Power Platform designed for public facing websites. Microsoft already stacked excellent features like Table List, Basic Forms, Table Permissions, Web Roles to seamlessly manage power portal. But sometimes it requires to have more complex integration business scenarios that cannot be achieved using out-of-the-box configuration…
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Use Visual Studio Code for Power Portal app editing and development

June 22, 2021

In this blog, we will see how we can use Power Apps CLI with PowerApps Portal and how we can edit the PowerApps Portal using Power Platform VS Code Extension. Visual Studio Code (VS Code) is a powerful source code editor that runs on your desktop and with built-in support for JavaScript, TypeScript, and Node.js and has a…
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Realtime data update on Power Portal from Dynamics 365 or CDS environment

April 8, 2021

When you work with building Power Apps portals, as you make updates to pages, assign users to Web Roles or make any other changes, you want to see these changes immediately on the portal. You are likely very much aware of the Portal studio Browse Website function or the Clear Cache button available in the /_services/about page for administrators. But the…
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How to update default banner image of portal in dynamics 365

April 6, 2021

By default the portal contains a default banner image as below. But if you want top update the banner image with your new image then follow the steps below. Go to Portal Management APP and Web Files. Search for Homehero.jpg web file and open it then navigate to Notes section. In the Notes section you…
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Add Favicon for Portal Dynamics 365

April 6, 2021

In this post we will discuss how to add or update Favicon for dynamics 365 portals. Follow the instruction below to add favicon for your portal site. STEP 1 : Prepare your .ICO file before proceed further. If you have .PNG file of .JPG file then convert to .ICO file. You can any online site…
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Not able to see Clear Cache option in power portals in dynamics 365

April 5, 2021

Sometimes you are wondering why you are not able to see the clear cache option in power portal although you are using the below URL format to render the page. You might see only below image when you hit the _Service/about page. The problem is you are trying the above URL either without logging in…
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