Bhubaneswar, Odisha, India
+91-8328865778
support@softchief.com

Category: Dynamics 365 Portals

Open an HTML web resource in a dialog pop-up box

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

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

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

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 …
Read more

Business Rule vs JavaScript in Power Apps

Here are the differences between Business Rule and JavaScript.

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

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

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

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.…
Read more

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…
Read more

Progressive Web App (PWA) for Power Portal.

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…
Read more

Automatic record create and update in customer service in dynamics 365 CE

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…
Read more

How to add required components to a power apps solution

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…
Read more

Manage Search index for Dataverse Search in Power Apps

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…
Read more

Dynamics 365 Sales, Services, Marketing, Field Service, Project Service Automation Tutorials

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

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…
Read more

Add new fields on registration page or Edit Registration Page in Power portal

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…
Read more

Know about Power Platform Tools | Developer Toolkit for Visual Studio 2019

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…
Read more

Disable MFA in Dynamics 365 using Azure Active Directory

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…
Read more

Add custom form field client validation for Advanced Forms in Power Portal

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…
Read more

How to call Power Automate (Flow) from Power Portal using HTTP Request Trigger

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…
Read more

Use Visual Studio Code for Power Portal app editing and development

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…
Read more

Realtime data update on Power Portal from Dynamics 365 or CDS environment

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…
Read more

How to update default banner image of portal in dynamics 365

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…
Read more

Add Favicon for Portal Dynamics 365

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…
Read more

Not able to see Clear Cache option in power portals in dynamics 365

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…
Read more

How to change Password for a Portal user in Dynamics 365

For our organization we might have Power Portals which are published for customer self service or partner portals. users which are registered in the portals are created as Contact records in Dynamics 365 and the passwords which are supplied by the portal user are handled internally. Sometimes we need to reset/ change password of a…
Read more