Dynamics 365 Education and Knowledge

In this previous post , we saw how to create and provision PowerApps Portal . In this post, we will see how to Manage a PowerApps portal and have a look on the different options and commands of the PowerApps Portal . In the Apps list, select the PowerApps portal App to show the command bar or click the ellipsis to display the different commands The Edit command will open the Power Apps portals Studio where you will be able to edit and customize the portal website. The Studio is divided into the following sections: The header or the command bar where you can create new page, delete a component, synchronize your changes to the Dataverse, or browse the portal The footer wil...

With PowerApps portals , you can give the opportunity not only for internal users but for external users as well to work and interact with the data stored in you Microsoft Dataverse environment. In the following steps, we will see how to create, set up and provision a PowerApps portal Sign in to your Power Apps environment Under Make your own app in the Home menu or Three ways to make an App in the Apps menu, select Portal from blank If the selected environment does not contain the needed pre-requisites to provision a portal app, a message is displayed suggesting to select another environment or to create a new one. Check this post if you want to create a new Dynamics 365 trial environment In the new popup window, enter a name and address for the p...

In Dynamics 365, when creating / editing entity fields, there is a property that is largely ignored and rarely used by the customizer. This property is the Description that is displayed when seeing the list of fields in the customizations. Other than the customizations, the Description property is shown as a tooltip on the field when the user hovers over a field label in the form. This feature is an OOB one and does not need any additional development, and will avoid to enter long field label. You can also use the Description property to better clarify and explain the purpose of the field and improve the understanding of how it should be used. In the below steps, we will see how to set up tooltip for the fields : Go to https://make.powerapps.com Open your solution that contains your needed fields to add/edit the t...

Creating and setting up a new Dynamics 365 trial environment is an easy task with a straight forward steps. However, it has been changed with PowerApps and a new way exists to create the environment. In this post, I will walk through the steps and show you the new method on how to create and setup a new Dynamics 365 Trial Environment . In the following steps, you will notice that some of them are still the same, while others have been changed. Access the trial URL using the following link https://trials.dynamics.com Click Try for free in the Dynamics 365 Sales App you want to have in your environment In the popup, enter any text in the box and click Start your free trial An error message will appear telling you to enter a valid work account. Otherwise, Cli...

As a Dynamics 365 consultant, you absolutely faced the scenario when changing a lookup field on the form, to map fields of the record chosen in the lookup into fields on the main form you are working on. In this post, I will show you some methods how to map fields from a lookup into the main record fields . Based on the requirements, you can apply the appropriate approach that is suitable for your need. JavaScript The first approach is to use JavaScript that requires a technical consultant to write the needed functions that will be executed on change event of the lookup field. What happens when you apply this approach A retrieve request should be done to get the values from the lookup that will be set on the main...