Background
In Power Pages (formerly known as Power Apps portals), Entity Lists often present clickable hyperlinks on the first column. While this is convenient for navigation to detailed records, sometimes you might want to display this information as plain text instead. For example, you may have a “Case Number” or “Grievance Number” column that you want visible, but not clickable.
Displaying Power BI reports to the public on Power Pages or other web platforms can provide significant value for businesses and organizations aiming to share insights with external users. However, the implementation comes with several important factors to consider, especially for anonymous users.
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)
This guide explains how to pass parameters from a Dynamics 365 main form to an HTML web resource by enabling a built-in feature and retrieving the parameters dynamically in your HTML.
When I installed Microsoft Dynamics 365 Report Authoring Extension, got error: Action Microsoft.crm.setup.shared.analyzerbase+collectaction failed.
I followed below solution and resolved the issue.
In Dynamics 365 Sales, users may encounter the error message: "You can't create new opportunities or edit this one as the 'Lead qualification opportunity form' is currently not available. Please contact your admin." This issue can arise when the current custom model-driven app does not include the "Lead qualification opportunity form" required during the lead qualification process. Here are step-by-step tips to resolve this error and ensure a smooth lead to opportunity transition:
Purpose of the Plugin
The plugin aims to streamline the user management process by automatically assigning a default web role to every new contact created in Dynamics 365. This is particularly useful in environments where new contacts need immediate and predefined access to certain parts of the system, ensuring they have the necessary permissions from the start.
Scenario
Imagine you need a report to display records based on a casemanager field that might contain null values or specific identifiers. The report should show records where the casemanager field is either unset (null) or matches any of the identifiers selected by the user from a multi-value parameter.
The Dataverse auditing feature is designed to meet the external and internal auditing, compliance, security, and governance policies that are common to many enterprises. Dataverse auditing logs changes that are made to customer records in an environment with a Dataverse database. Dataverse auditing also logs user access through an app or through the SDK in an environment.
If you're looking to integrate PayPal's Payflow Pro into your payment system, you can start with a free test account. This trial account doesn't require credit card information initially and allows you full access to test Payflow features for 30 days. Post the trial period, you'll be prompted to provide credit card details for ongoing service billing.
The SDKs are now opened-sourced with the newest code; version 5, located in the corresponding directories. Please review the README and CHANGELOG in each directory for more information.
This comprehensive guide provides a detailed approach to automate the creation of many-to-many (N:N) relationship records in Dynamics 365 using a custom plugin and a JavaScript action. The solution streamlines the association of multiple records through a straightforward interface, making it indispensable in scenarios requiring batch processing or integration tasks.
In Dynamics 365, subgrids are an essential feature that provide users with the ability to interact with related data directly from a form. In some scenarios, you may need to enhance the default functionality of subgrid buttons, such as the "Add Existing" or custom action buttons, by applying specific views or filters to control the data shown to users. This guide will walk you through the process of dynamically applying views or filters to buttons on a subgrid, providing an improved user experience.
userSettings.roles) In SQL Server Reporting Services (SSRS), customizing the date format is essential for improving the readability of reports. SSRS provides the Format() function, which allows for flexible formatting of date fields to meet different reporting requirements.
In Microsoft Dynamics 365, the customerid lookup field can reference multiple entity types, typically Accounts and Contacts. To simplify the user interface or meet specific business needs, you may want to restrict this lookup to show only one type. Below is a straightforward approach using JavaScript to configure the customerid lookup to display either only Accounts or only Contacts.
When customizing forms in Microsoft Dynamics 365 CRM, JavaScript provides powerful capabilities to control data processing and user interactions. Key among these capabilities are the client-side events onSave and addOnPostSave. Each plays a vital role in managing the lifecycle of form data submissions. This article delves into how these JavaScript events can be used to fine-tune the behavior of Dynamics forms.
When dealing with online payments and recurring transactions, it can be challenging to understand all the different identifiers, tokens, and steps involved in completing a payment. Below, we'll break down the key elements of PayPal's payment process, specifically focusing on Authorization IDs, Capture IDs, and Tokens, explaining their roles, uses, and differences.
Multi-Factor Authentication (MFA) can sometimes become an extra hurdle for users who prefer simplified access to their accounts. Here's how you can disable MFA in Microsoft Entra ID and Microsoft 365 Admin Center, allowing users to avoid any additional authentications beyond their password.
If you need to access the Classic Advanced Settings in Dynamics 365, you can do so easily by using a direct URL. This is useful when you want to manage settings in the classic interface.
In Dynamics 365 Sales, managing tax calculations for Quotes and Orders can sometimes be less intuitive than expected. It's essential to understand how taxes are applied at both the Quote/Order Product level and the overall Quote/Order level, especially when discounts are involved. Below, we'll break down a few key points that can help clarify the system's behavior and implications for your customizations.
In global data management, accurately capturing the start of the local day is crucial but challenging with standard functions like UTCNow() or Now(). These functions return the current UTC timestamp, which doesn’t always align with the local date. For instance, if UTCNow() shows "10-10 2:50 AM," this might actually be "10-9 7:50 PM" in Pacific Time, meaning the local date is still "10-9."
An activity party represents a person or group associated with an activity. An activity can have multiple activity parties.
System administrators may initially find that they are the only users who can view in-app notifications. When other users attempt to access the notification center, they might encounter issues such as the notifications not being visible or the notification center continuously loading without displaying any content.
In most cases, you can filter lookup columns by setting a view directly in the column properties of a form in Dynamics 365. However, this option may not be available for certain lookup columns, such as the OwnerId field. In these cases, we need to use JavaScript to apply the filter and dynamically set the view. This article will walk you through three key points: filtering the OwnerId lookup to show only users, applying a view to the lookup, and dynamically retrieving the view ID by its name.
Dataverse search is a powerful tool within Microsoft Power Platform that helps users quickly find relevant information across multiple tables. By enabling Dataverse search, users can retrieve results from different tables in a single, consolidated list, sorted by relevance. This article covers the steps to enable Dataverse search and provides key details on its configuration and usage.
In Dynamics 365, you might need to identify whether the current form is a Quick Create form or another type, such as a Main form.
If you are accustomed to the classic interface of Microsoft Dynamics 365 CRM and need to manage Security Role settings, you may prefer to use the classic interface rather than the new unified interface. The classic interface can sometimes provide a more familiar layout for detailed administrative tasks. Below is a step-by-step guide on how to access the classic interface for editing a Security Role by directly navigating to the URL in your browser.
When adding a row filter to a Power Automate flow for lookup columns, you need to adjust the column name slightly by adding both a prefix and suffix. Here's how to do it step by step: