Power Platform

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

deepeshsomani2013 Microsoft Dynamics CRM, Power Platform

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

deepeshsomani2013 Microsoft Dynamics CRM, Power Platform

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

deepeshsomani2013 Microsoft Dynamics CRM, Power Platform

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

deepeshsomani2013 Power Platform

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 Blog # 9} Thank you note and celebration for 400 posts

deepeshsomani2013 Power Platform

Today, I am posting a special thank you note to all my followers, readers and kudos to you for making this milestone happen for me – this blog has reached 400 posts on its journey.

 

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In July 2013, I started writing some articles on Dynamics CRM, developing some tools in my spare time.

Getting involved with various kind of experiences on Dynamics CRM.

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This blog has over time been a keen source of inspiration for myself to keep learning, sharing ideas and connecting with some great minds.

Hope this quick table will help you to utilize the environment out of box Security roles well.

Please note that this is summarized version with reference from Microsoft docs.

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# 6} Adding a PowerApp to Microsoft Teams

deepeshsomani2013 Power Platform

Certain times we want to empower users to utilize PowerApps right from the Microsoft Teams. With Blog 6 of the series Power 2020, let’s go through how we can achieve this:

Navigate to the Apps section and select Add to Teams option by expanding the Menu under …(three dots)

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Click on the Download App button on the right pop-up menu that appears:

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A zip file will be downloaded for your App, next Navigate to Microsoft Teams:

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Note: You need appropriate privileges to do this. In case you don’t have the right privilege, you will not see the option to Add custom app as described below.

Under Microsoft Teams login, Select Apps and then click on Upload a custom App option:

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Here upload the zip file which was exported from Apps area in PowerApps. Once done, The app will be available as below:

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In the next step click on the App, In the Popup window click on Add:

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Now you can use your App right from Microsoft Teams:

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Hope it helps and Power 365ing as usual!

Any problem in CRM – 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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