Category Archives: Microsoft PowerApps

How to convert an editable Basic Form (Entity Form) to read mode programmatically in Power Apps Portal

Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even… Read More »

Controlling Typeahead Search Trigger in the Advanced Lookup

Introduction: We are already aware of the Advanced Lookup feature that Microsoft has added in the Release 2021 Wave 1. And along with it some additional features have been introduced to trigger a typeahead search in Advanced Lookup behavior i.e., “Minimum number of characters to trigger typeahead search” and “Delay between character inputs that will… Read More »

Get 360 degrees view of your Customer using Dynamics Customer Insights

A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More »

How to Hide Portal Search for Anonymous Users in PowerApps Portal

Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More »

How to Sort Dataset in PCF Control?

Introduction In this blog, we will see how we can sort records in the dataset in PCF control. The dataset object does have the property “sorting” which we can use to sort records according to a particular column in ascending or descending order. To keep dataset designing simple and easy to understand we will be… Read More »

PDF, Word, Excel & Much More – Automate Export of Dynamics 365 CRM Data in Any Format with 1 Click!

Exporting and sharing data from Dynamics 365 CRM – both internally or externally – is an all-time process. Normally employees spent 25% of their time per week on exporting data manually from CRM. And to err is human which results in a major portion of data that is exported being insufficient or inaccurate. These are… Read More »

Cut decision-making times in half – Visualize Relationships & Connections with Mind Map view of Dynamics 365 CRM / Dataverse PowerApps Records

Time is one of the most important resources in any organization. Business professionals are increasingly seeking time-saving productivity tools that can allow them to focus more on business-centric decision-making rather than data organization or other redundant tasks. Organizations that use Dynamics 365 CRM / Dataverse (Power Apps) have a great advantage for being productive due… Read More »