Assigning (or Un-assigning) a Contact’s Web Role with a Classic D365 Workflow

 

Portal web-roles drive what a portal user (contact) can see and do. If you only need a straightforward set-it-and-forget-it rule—no complex branching or API calls—a classic background workflow is still the quickest tool in the box.

Checking Whether a Signed-In User Has a Specific Web Role in Power Pages

Scenario — You need client-side JavaScript to behave differently depending on whether the portal contact holds a particular Web role (e.g. “My Demographics Access”). Power Pages doesn’t expose Web-role data directly to JavaScript, so you must pass that information from Liquid into the page.

Adding a Custom Calendar Filtered by ID from Page URL in Power Pages

Integrating a calendar into a Power Pages portal can enhance the user experience by displaying scheduled events dynamically. This article guides you through adding a FullCalendar instance to Power Pages, retrieving events via Web API, and filtering them by an ID retrieved from the page URL.

How to Utilize Web API in Power Pages: A Comprehensive Guide

 Power Pages Web API empowers you to create rich, interactive web experiences by enabling seamless communication between your web pages and backend data. This article will guide you through the process of setting up and utilizing the Web API in Power Pages, drawing insights from official Microsoft tutorials and a helpful YouTube video.

How to Redirect Users to a Home Page or Custom Page After They Sign In

 If you’re using Power Apps portals (now Power Pages) or a similar setup with Azure Active Directory (AD) / Azure B2C logins, you may want users to land on a home page—or different pages depending on how they signed in—rather than the default profile page. Below are the core steps to achieve this, along with examples of handling custom query parameters.

Two Approaches to Make a Lookup Column Read-Only While Retaining Programmatic Updates In Power Pages (Powerapps Portal)

 In certain scenarios, you may want to present a lookup field on a form as if it were read-only, while still allowing scripts to programmatically set or update its value behind the scenes. Here are two methods to achieve this without disabling the field entirely, thus preserving your ability to set its value via code:

RE: How to set a Notification / Message on Portal Pages

 RE: How to set a Notification / Message on Portal Pages

Reference: 1

There is no OOB feature to set a Notification / Message on Portal Pages.

We can create a custom Notification entity to create your notifications

in the Portal Header Web Template (after the profile navigation menu), can add a FetchXML to retrieve this records and show a bell icon (or any custom icon)

Ensuring CRM Notes Are Visible on Power Apps Portals

 A common issue with Dynamics 365 or Power Apps portals is that notes created in CRM may not appear on the portal. This is typically because the notes lack a specific identifier required for visibility.

Add Google Analytics tag to your Power Pages site or Specified Web Pages

 You can add Google Analytics tag to your Power Pages site to monitor specific traffic analytics and trends.

Enhancing User Experience in Power Apps Portals with Conditional Button Visibility

In the world of web development, especially within the context of Power Apps Portals, creating an intuitive and dynamic user interface is crucial for an engaging user experience. A common requirement is to alter the visibility of elements based on certain conditions to make interfaces cleaner and more user-friendly. This article demonstrates how to control the visibility of a "Full Page View" button in a Power Apps Portal form, based on the value of a "Last Release Date" field.

Enhancing Form Security in Power Pages: Masking Input Fields

Enhancing Form Security in Power Pages: Masking Input Fields

Introduction: In the digital era, ensuring the security and confidentiality of user inputs on web forms is paramount. One common practice is masking sensitive information fields, such as passwords, to prevent over-the-shoulder snooping. In Power Pages, this can be achieved with a simple tweak. This article walks you through the steps to mask an input field, using jQuery for a seamless user experience.

 

How to Enable Anonymous Access in Power Pages

Enabling anonymous access in Power Pages (formerly known as Power Apps portals) allows visitors to access your portal without needing to log in, making it an essential feature for public websites, including blogs, informational sites, and more. In this guide, we'll walk you through the steps to enable anonymous access, focusing on ensuring table permissions for the anonymous web role and setting site visibility to public.

Filtering Lookup Fields in Power Apps Portals Based on Another Field's Value

 

Filtering Lookup Fields in Power Apps Portals Based on Another Field's Value

Introduction

In Power Apps Portals, a common requirement is to dynamically filter a lookup field based on the value of another field on the form. This functionality enhances the user experience by presenting contextually relevant choices, thereby streamlining data entry processes.

Enhancing Form Usability in Power Apps Portal with Dynamic Field Validation

 

Enhancing Form Usability in Power Apps Portal with Dynamic Field Validation

Introduction

In Power Apps Portal, customizing user experience to accommodate complex business logic is crucial. A common scenario involves dynamically adjusting form fields based on user input. This article details a method to visually and programmatically control the required status of form fields in Power Apps Portal, enhancing both user experience and data integrity.

 

Dynamic Form Field Requirements in Web Development

Background Web forms often require dynamic behavior based on user interactions. In web development, handling such dynamic requirements, especially in the context of form field validations, presents a unique challenge.

Purpose The objective was to implement a solution that could dynamically change the required status of certain form fields. This change was dependent on the state of a checkbox, specifically a "Non-Booked Case" checkbox. When this checkbox was toggled, certain fields in the form needed to update their "required" status accordingly, both functionally and visually.

[TIP] How to Modify the Primary Navigation in a Dynamics 365 Portal

 

How to Modify the Primary Navigation in a Dynamics 365 Portal

Introduction

This updated article focuses on modifying the "Primary Navigation" in a Dynamics 365 Portal. This is an out-of-the-box Web Link Set that controls the main navigation menu. You will learn how to update existing links or add new Child Links to customize your portal's navigation.

[TIP] Enabling Column Sorting on Related Tables in Power Apps Portals

Enabling Column Sorting on Related Tables in Power Apps Portals

Introduction: Power Apps portals offer remarkable flexibility in displaying and managing data. However, sorting columns from related tables in a list isn't straightforward. This article introduces a solution to enable this functionality.

Enhancing Search Functionality in Power Apps Portals: A Dive into FetchXML

Introduction

Power Apps portals offer a robust platform for building interactive web applications. One of its most notable features is the ability to create custom search filters using FetchXML. In this article, we'll explore how to use FetchXML for search filters, leverage JavaScript for UI adjustments, and examine the behavior of the "like" operator in FetchXML.

[TIP] Alerting Users When a Subgrid in Dynamics 365 Is Empty

 

Alerting Users When a Subgrid in Dynamics 365 Is Empty

Introduction

Dynamics 365 and Power Apps offer extensive customization options, one of which is the ability to use subgrids to display related records. While subgrids are helpful, there are scenarios where you might need to prompt the user with an alert if the subgrid is empty. In this article, we will discuss how to achieve this functionality using JavaScript and jQuery.

[TIP] Changing Element Height in Web Development - A Case Study with Quick View Forms in Dynamics 365

 

Changing Element Height in Web Development - A Case Study with Quick View Forms in Dynamics 365

Introduction

Changing the height of HTML elements is a common requirement in web development. This can often be achieved using CSS, but sometimes it requires a little more effort—particularly when dealing with iframes or other embedded content. In this article, we'll examine a specific case study that deals with adjusting the height of a Quick View form in Dynamics 365, a Microsoft product commonly used for CRM.