ENGINEERED CODE BLOG

Power Apps Portals: Modifying Option Set Options on an Entity Form

Posted on March 12, 2020 by Nicholas Hayduk

If you’ve come from the world of Dynamics 365 (or CRM…) and are starting to work with Portals, it can be frustrating when you discover that client-side JavaScript code that works great in your model-driven app doesn’t work on a Power Apps Portal – especially because Entity Forms and Web Forms are marketed as a technology that exposes your existing forms to the web. This post we look at why it doesn’t translate, and provide some code that solves a common request: modifying the available options in an option set.

Power Apps Portals: Where You Put Your JavaScript Matters

Posted on January 9, 2020 by Nicholas Hayduk

One of the most frustrating things that can happen when developing any type of software is when you’ve got the code correct but, due to it being in the wrong place, it doesn’t work as you’ve expected. A recent question on the community forums highlights the importance of putting your JavaScript in the right place.

PowerApps Portals: Liquid and JavaScript – Better Together!

Posted on October 31, 2019 by Nicholas Hayduk

PowerApps Portals offers two primary languages for customization: JavaScript and Liquid. This leads to confusion as to which technology should be used when – I’ll try to clear up some of that confusion in this blog post, as well as demonstrate that is many cases, the best option is a combination of the two.

PowerApps Portals: Multiselect Option Set – Part 2

Posted on September 12, 2019 by Nicholas Hayduk

A couple of weeks ago I shared a solution for supporting multiselect option sets on a PowerApps Portal (they aren’t currently supported out-of-the-box), however it only worked for creating new records. If you want it to work for updating existing records, there is a bit more work to do, but thankfully not that much!

PowerApps Portals: Multiselect Option Set

Posted on August 29, 2019 by Nicholas Hayduk

Everyone rejoiced when multiselect option sets were added in Dynamics 365 for Customer Engagement v9. Unfortunately, PowerApps Portals/Dynamics 365 Portals do not yet support these field types out-of-the-box on Entity Forms or Web Forms. In this post, I’ll describe how, which a bit of code, you can add that support yourself, and demonstrate a particular pattern that can be used to add sophisticated UI elements to your Portal.

Dynamics 365 Portal & SharePoint: Additional Validation on Uploaded Files

Posted on July 25, 2019 by Nicholas Hayduk

Despite my preference for using CSS to customize the user experience for a Dynamics 365 Portal, as expressed in my last post, unfortunately CSS can’t do everything. Continuing on with the theme of the Dynamics 365 Portal integration with SharePoint, this post talks about using JavaScript to perform additional validation on the uploaded files.

Dynamics 365 Portal: Conditional Action Buttons on Entity Forms and Lists

Posted on January 2, 2019 by Nicholas Hayduk

A question was asked on the Microsoft Dynamics 365 Community forums about how to hide or show a workflow action button based on the current user’s role, and since there are a few different ways to do this, I thought it was worthy of a blog post.

Dynamics 365 Portal Developers – Don’t Forget About CSS!

Posted on November 30, 2018 by Nicholas Hayduk

As most Dynamics 365 Portal developers start as CRM developers, we often try to take the same approach to solve similar problems on both platforms. However, it’s important to remember that a D365 Portal implementation is using different technologies, and sometimes there is a better way. Case in point – consider using CSS instead of JavaScript to control visibility of out-of-the-box features you don’t want.

Where’s That Dynamics 365 Portals Code? – Part 4

Posted on October 16, 2018 by Nicholas Hayduk

In my last post in the series on all the different places to look for Dynamics 365 Portals code, I discuss our best practices.

Adding SharePoint Integration to the Employee Self-Service Portal Without Server-side Code – Part 3

Posted on August 29, 2018 by Nicholas Hayduk

In my third post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll dive into using the SharePoint REST API to display documents in a folder related to a record in Dynamics 365.