{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals

This one is a small tip for anyone who are trying to build up their portal application and did not have much exposure to portals yet. And this is one of the most common requirement that I face in almost every portal implementation. So you have your insert form and then when the portal userContinue reading “{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals”

Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list

Recently I got this requirement where I needed to show the actions buttons inside Entity List in horizontal fashion. Be default whenever you configure entity list item action buttons like Details/ Edit/ Delete/ Workflow, it shows up in vertical fashion. However the customer wanted to show the buttons horizontally, side by side. It’s actually muchContinue reading “Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list”

Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list

Recently I got this requirement where I needed to show the actions buttons inside Entity List in horizontal fashion. Be default whenever you configure entity list item action buttons like Details/ Edit/ Delete/ Workflow, it shows up in vertical fashion. However the customer wanted to show the buttons horizontally, side by side. It’s actually muchContinue reading “Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list”

Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I posted an article on how you can develop a custom button for Save as draft functionality on an Entity form in PowerApps portals. On that post I have receivedContinue reading “Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!”

Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I posted an article on how you can develop a custom button for Save as draft functionality on an Entity form in PowerApps portals. On that post I have receivedContinue reading “Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!”

AdxStudio: Make fields required or not required using Javscript

Originally posted on Dex Galvez:
As of writing, business rules are not yet supported in AdxStudio / Microsoft Portals. With this, if we need the functionalities of business rules such as making fields required and not required, we need to use javascript / jQuery. Below are my codes for toggling this behavior. You can use…

Dynamics CRM SMS Integration with Twilio using Power Automate

In this blog, I will try to demonstrate how we can integrate Twilio for sending SMS from Dynamics CRM using Power Automate. SMS functionality is required by clients for many business use-cases.Some of them are listed below. Lead creation Customer Onboarding Case creation Let’s start with Twilio account creation in case you don’t have youContinue reading “Dynamics CRM SMS Integration with Twilio using Power Automate”

Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I wrote an article on File Data type in Dynamics 365/ CDS where I explained the details of this data type and explained how you download the content of theContinue reading “Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.”

{Dynamics 365} Lock a field after saving a record

Wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable. Low Code No Code solution To achieve this requirement we can make use of Business Rule where we can check if CreatedOn field contains data and if true lockContinue reading “{Dynamics 365} Lock a field after saving a record”

Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is one of the simplest requirement as it gets and yet you may stumble upon it. Reading the subject of this blog you may wonder, come on business rule have thisContinue reading “Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules”

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