Dynamics 365 Education and Knowledge

Calling Dynamics 365 Workflows from portals can only be done by configuring and adding buttons in entity lists or entity forms. However, and for some requirements, you need to call a workflow from a web page that does not contain entity list nor entity form. So, how do we do this? All portal pages automatically include a JS reference to the file js\antiforgerytoken.js that contains an object named shell which has a method called ajaxSafePost that can be used and let you achieve request calls to the server. How do we use this function to call workflow from the portal? Below is an example of how you could use the ajaxSafePost method to invoke the execute workflow service. I've created the below function that take the parameters needed to execute the workflow function Execut...

In this post, we will see how to access PowerApps Portal Admin Center and what actions can be done. Follow the below steps in order to open the PowerApps Portal Admin Center Sign in to Power Apps and select the environment where you created the portal Select Apps from the left pane and select the portal from the list of displayed Apps In the command bar, click on Settings, then click Administration from the Settings pane The Power Apps portals admin center will be opened Once the PowerApps Portal Admin Center is open, you will be able to achieve multiple actions as following Portal Details where you can Check additional deta...

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...

Many clients wish to have a look on how their systems are performing and especially the ones facing the end users, therefore, they sometimes need to track the peak time when the users are connected to their systems to do some statistics, analysis, and take actions based on the data collected. The same applies to the PowerApps portal which is our topic in this post, where I will show you how to get the user last login date to the portal . As you know, users that connect to the portal, are saved in the Dynamics 365 as contact records, and to save the last login date to the portal, a new date/time field named Last Successful Login will be created in the contact entity during the portal provisioning. In order to fill this field by the appropriate date time when a portal user has logged in, a setting should be set and enabled Open the portal settings entity ...