Diagnosing Errors in PowerApps Portals

Every so often something weird might happen when a user is navigating a PowerApps Portal (which includes Dynamics 365 Portals). They might get an error message or strange pop-up, some examples; This type of error does not really indicate what the issue could be. Another example is an error could appear on a particular entity… Continue reading Diagnosing Errors in PowerApps Portals

Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

A common question I get about using Dynamics 365 Portals (aka Dynamics 365 Customer Service PowerApps Portal) is the ability to create cases on behalf of other customers or accounts. A typical use case would be if a partner needs to open a support incident on behalf of their customer on the portal. Consider if… Continue reading Dynamics 365 Customer Self-Service PowerApps Portals – Creating a Case on Behalf of Another Account

What is the Power Platform?

The concept of the Power Platform is just over a year old. However, I find that there are still a lot of clients, consultants and even Microsoft employees that don’t fully grasp just what the Power Platform is and what it can do. Is the Power Platform just Dynamics 365? Isn’t PowerApps a front end… Continue reading What is the Power Platform?

Reasons to Use the New View Designer for Dynamics 365 and Model Driven PowerApps

The new updated view designer to customize and extend Dynamics 365 apps or to build your own model driven Power Apps became generally available (“GA”) this past week. Dynamics 365 and Model Driven PowerApps in their simpliest form are really just a excel list of data (“view”) and the details can be viewed in a… Continue reading Reasons to Use the New View Designer for Dynamics 365 and Model Driven PowerApps

Convert a Classic Customized Dynamics 365 Site Map to a Unified Interface App

The new Unified Interface provides a faster, easier way to navigate Dynamics 365 and Model-Driven PowerApps. However, there are still many Dynamics 365 implementations that are still using the “classic” web interface. The best practice approach to convert from a classic interface to the new Unified Interface is to create a series of “role based”… Continue reading Convert a Classic Customized Dynamics 365 Site Map to a Unified Interface App

Building a Multi-Brand Dynamics 365 Portal

Overview Sometimes a specific program, product or sub-brand of an organization may require a unique Portal. Provisioning and buying separate Portal subscriptions may potentially be overkill for the particular requirement. The following post describes a method where different branded sections of a portal can be configured using one Portal instance. Multi-Brand Portals I have been… Continue reading Building a Multi-Brand Dynamics 365 Portal

Updated Tools to Build and Configure Dynamics 365 Applications

Summary 2018 was a busy year for Microsoft as they released many new features and restructured the entire Dynamics 365 platform to run on top of the Common Data Service. Along with these structural changes, Microsoft introduced a new user interface and new “maker” tools to and configure and create a unique line of business… Continue reading Updated Tools to Build and Configure Dynamics 365 Applications

Show Calendar and Maps on Dynamics 365 Online Portals

Summary Dynamics 365 Portal Entity List Controls can be configured to render as a Calendar or Map Control These special controls will not render correctly when the Page Template is linked to a Web Template. A Page Template using “Re-write” mode is required for controls to appear correctly. September 2020 Update: Here is a post… Continue reading Show Calendar and Maps on Dynamics 365 Online Portals

New Dynamics 365 Portal Features

Summary Two of the October release features for Dynamics 365 Portals are now generally available; Manage SharePoint Documents Power BI Integration The New Portal Editor is now in a public preview. Details on configuring these features can be found at the Microsoft Docs site: Manage SharePoint Documents Set Up Power BI Integration Manage SharePoint Documents… Continue reading New Dynamics 365 Portal Features