By Rachel Mantei, Dynamics 365 Technical Consultant2025 Update: This blog was written Power Apps Portal Pages was renamed Power Pages. Rachel Mantei here with the fourth and final part of my Microsoft Power Apps Portal Pages How To Series. Part 4 of this series looks at how to filter entity list data based on logged-in…
Rachel Mantei here with part 3 of 4 of my Microsoft Power Apps Portal Pages How To Series. Part 3 of this series looks at how to conditionally show content based on current logged in user based on their web role.
Part 2 of this series looks at Bringing in images into the Portal from Dynamic 365 CRM via Liquid and HTML.
Part 1 of this series looks at how to display an Entity List using FetchXML and Liquid Code for a more custom Portal Page.
Need to add metadata to the D365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add a column that shows how many files are within each folder within SharePoint. To add additional fields to the Document Associated Grid view you will need…
You have spent many hours building a complex engine via Power Automate but you need to transfer the entire packaged flow to another environment. Have no fear, we will help you walk through this process below. Exporting your Power Automate Flow From the Flows Homepage, you can access the export button in one of two…
Dynamics Marketing is gaining in popularity– especially for organizations that have 10 or more licensed users of other D365 modules because the subscription is half-priced. Although the cost increases when you have over ten thousand contacts that you market to, the native Dataverse integration is compelling when evaluating competitive marketing automation platforms. One of…
So, I’ll admit to being a bit of a zealot when it comes to icons in Dynamics 365 model-driven apps. For years I’ve looked down my nose at app customizers who created custom entities tables that were part of the site map (a/k/a navigation) and left the default icon on them. That’s just bourgeois, right?…
I recently spun up a brand-new environment for a new client and encountered a frustrating issue when I went to modify the contact form in my Sales Enterprise App solution. It wouldn’t save. All I received was this generic error. Of course, since the error politely encourages me to try again, I complied…