{No Code Way} Enable maintenance mode in PowerApps portals

PowerApp portals often have ongoing changes to enable or disable certain features or to have new additions to the customer Portal.

While we are doing such maintenance activity it is often a need to take the website in maintenance mode so that any end user doesn’t accidentally use the portal at that stage.

Below are the steps one can use to configure this:

Step 1: Click on Portal Actions in PowerApps Portal Admin center:

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Step 2: Select Enable Maintenance mode

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Step 3: You can either chose Default page or Custom page as an option. In our case, I am selecting default page:

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Step 4: And the result:

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{No Code Way} Analysing results for a PowerApps portal poll

In my last blog I have mentioned all the steps required to put up a specific poll on a page.

Please refer to the steps here:

https://dynamicsofdynamicscrm.com/2020/06/02/no-code-way-change-poll-options-for-a-specific-powerapps-portal-page/

In this blog we will see how to analyse the poll results.

Navigate to Portal management app –> Polls, the relevant Poll record and click on Options(Here you will be able to find the count of votes):

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Click on Submissions to get list of submissions done:

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{No Code Way} Change Poll options for a specific PowerApps Portal page

Polls are a great feature in PowerApps portals. However, I have seen them utilized in less scenarios.

They are a great way to increase interaction on your portals.

In one of my recent PowerApps portal projects there was a requirement to change the poll for a specific portal page. Here is the current look and feel of the portal page, notice the poll question available on multiple pages of the portal:

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Now let us make the changes to fit our requirement.

Step 1: In order to do this, first we need to Navigate to Polls and click on New:

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Step 2: Fill in the relevant Poll question as below and click save:

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Step 3: Navigate to options and fill in relevant options one after the other:

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Step 4: First part is now completed. Now let us see how to place this Poll specifically where we want. For this we need to create a new Poll Placement as below. Navigate to Poll placement and create new one. Here fill the right Portal name and Web Template name (this should be the one your portal page uses):

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Step 5: Keep the Poll placement name from last step copied : ”ContactUsPoll”. Next we need to edit the web template. Liquid template knowledge helps here. However, we will just be editing a Poll name. Locate the Web Template named Contact Us and edit the tag as below:

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Now let us see the output.

Let us first navigate to our Contact us page to see that now we have a new poll placed here:

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Now let us go and see other portal pages:

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Thus the poll was added to the specific page we intended.

What is the learning: Try to utilize low code way wherever possible.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{No Code Way} Change the look and feel of Lead Source Option set in PowerApps portal Contact us page

In one of my recent PowerApps portal projects there was a requirement to change the behaviour of default Contact us page where Option Set is not visible without clicking on it. Here is the current look and feel of the portal:

 

 

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To improve this look and feel and show this option set as a set of visible radio buttons to choose from, Here are the steps you need to follow to do it in a no code way.

Step 1: Locate the Entity Form Metadata under Entity form and click on New Entity Form Metadata:

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Step 2: Fill the Entity Form Metadata as below:

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Activate this Entity Form Metadata.

In this way, we are able to utilize the platform in a truly No code way.

Result below from PowerApps Portal page:

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What is the learning: Try to utilize low code way wherever possible.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{No Code Way} Pre-Populate Date field to Current date in PowerApps portal Entity form

In one of my recent PowerApps portal projects there was a requirement to set the current date on one of the sign up pages. As I researched about it, I found articles using scripts to achieve this requirement. The problem with using scripts in such cases is not considering the fact that Client is investing time and money in a low code/no code platform.

Here are the steps you need to follow to do it in a no code way.

Step 1: Locate the Entity Form Metadata under Entity form and click on New Entity Form Metadata:

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Step 2: Fill the Entity Form Metadata as below:

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Active this Entity Form Metadata.

In this way, we are able to utilize the platform in a truly No code way.

Result below from PowerApps Portal page:

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What is the learning: Try to utilize low code way wherever possible.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{Quick Tip} Increasing height of Web resource rendered in a PowerApp Portal

In one of our recent projects, there was a requirement to put a Web resource which is available on Contact entity form and need to be display some static information for Membership sign up.

To our surprise, even after aligning the width of the web-resource it will not show up with proper height on the Entity form once published to the PowerApp portal:

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The workaround is to go to Custom JavaScript in Addition Settings tab under your Entity Form and use the following script:

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$(document).ready(function () {

$( “#WebResource_WebResourceName”).height(‘200px’);

});

//Change the height as per your requirement

Hope it helps and Power 365ing as usual!

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{Power 2020 Tip #14}Collections in Canvas App

Today as part of the Power 2020 series blog 14, we will try to understand Collections in Canva Apps.

Overview:

The collection is a pack of items and it creates a copy of the data source. By using collections, users can store and manage data in the canvas app. Collection returns a data source as a table.

Functions used in Collections:

  • Collect
  • Clear
  •  ClearCollect

Collect:

The Collect function helps to add records in Collection.

Syntax:

Collect( DataSource, Item, …)

DataSource (Required) – Name of data source that you want to add data. If the data source is not available, a collection will be created.

Item(s)(Required) – Records or tables to add to the collection.clip_image002

Clear:

The Clear function removes all the records from the collection. Only records will remove, columns will not be removed from the collection.

Syntax:

Clear( Collection )

Collection (Required) – Name of collection you want to remove.clip_image004

ClearCollect:

The ClearCollect function is a combination of Clear and Collect functions. This function will remove all records from the collection and then add the records to the collection.

Syntax:

ClearCollect( Collection, Item, … )

Collection(Required) – Name of collection you want to clear and add records.

Item(s)(Required) – Records or tables to add to the collection.

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By navigating View > Collection, you can see the collection.clip_image010

Manage Collection in Your Canvas App:

§ Add a new gallery

§ Select Contact as data sourc

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Video Blog# 1} PowerApps Best practices with Chris

Today as part of the Power 2020 series , we will be discussing the PowerApps best practices with Chris – Power Platform PTA from Microsoft UK.

Subscribe to my Youtube channel here: https://www.youtube.com/powerofd365

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 Tip # 12}Navigate function in Canvas Apps

Often there is a requirement in Canvas Apps to navigate from one screen to another. Today as part of the Power 2020 series blog 12, we will be covering this concept.

Overview:

Navigate function is used to change the screen to be displayed from the current screen. By specifying the Navigate function on “OnSelect” property of the button, the user can change one screen to another. In the Navigate function, we can control screen transition, such as Fade, Cover, RightCover.

Syntax:

Navigate (Screen [, Transition [, UpdateContextRecord]])

Ø Screen (Required) – Name of the screen to display.

Ø Transition (Optional) – Visual transition between the current screen and new screen.

Ø UpdateContextRecord (Optional) – Record updates the context variable of the new screen.

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Screen Transition Arguments:

ScreenTarnsition.Cover: The new screen covers the current screen, moving right to left.

ScreenTransition.Coverright: The new screen covers the current screen, moving left to right.

ScreenTransition.Fade: The current screen fades out to display new screen.

ScreenTransition.None(Default): The current screen suddenly changes to the new screen.

ScreenTransition.UnCover: It uncovers the new screen, moving right to left.

ScreenTransition.UnCoverRight: It uncovers the new screen, moving left to right.

Example:

Step 1: Create a blank Canvas app.

Step 2: Add two screens Screen1 and Screen2.

Step 3: Add a button to Screen1

Step 4: Type below formula on “OnSelect” property of the buttonclip_image004

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Step 5: Run the app and click Button, Screen2 will appear.

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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{Power 2020 # 11} Feedback is a powerful tool for the community

One of the things which I occasionally write about is the non D365 and Power platform side of the house from time to time. In Blog 11 for Power 2020, I am focused to write on one such aspect of the Microsoft community. If you are just looking to have a D365 and Power platform related article, you may choose to stop reading here.

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One of the things I see is When a typical professional is asked about how would you probably solve a problem on Dynamics 365 and Power platform. The answer would be I will search it on the internet or google it.

In case the solution is not found out there I will go out to Microsoft community and try to get an answer or solution. I might also occasionally connect with Industry experts and try to find a solution to the problem.

The end solution is typically found on a Blog or Video blog. So, today my focus is on appreciating all the awesome community folks who take time out to do those blogs and video blogs. As an active contributor to this ecosystem, I do understand that it takes an immense amount of personal time to be able to create content in any form – may it be in a written, video or audio format. I remember for instance for some of my videos, I have taken days for just editing the ones.

Sometimes what is saddening to see is Professionals will mention and occasionally like it on Social media about a particular article. Very seldom though, you will have feedback or comments in this regard to the article. In our quest to read a lot more and acquire quicker knowledge – somehow that probably takes too much time.

Today though I would want to request anyone who would be reading this blog article at any given point in time – Feedback is a very important tool for the community and Appreciation is an even more valuable one. So, next time some blog article or video helps you learn. Someone’s answer in the community helps you – Please do give the credit and appreciation before you again get busy with your day job.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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