Aric Levin Digital Transformation Blog
Business Solutions, Development, Dynamics 365, Power Pages (Power Apps Portals)

Using Placeholders in Portal Entity Form Text Controls

Recently I was working on a project, where the client needed all fields to have placeholders for accessibility reasons. When looking at the attribute metadata of the Entity Form, we are allowed to enter some text above or below the textbox control (or above the label), but the option is not available to prepopulate the control with some text when there is no data in it. After seeing a few community questions on how to implement this, I thought to share the solution.

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Business Solutions, Development, Dynamics 365, Power Pages (Power Apps Portals)

Changing Portal Lookup Control to Hyperlink Style Control

Recently we had a requirement to change the Lookup Control in the Portal to look like a hyperlink, so that when the user clicked on the Hyperlink it would pop up the Lookup Dialog.
The Lookup control was displayed as part of an entity form, so the only way to really do this was with jquery.

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Business Solutions, Development, Dynamics 365, Power Pages (Power Apps Portals)

Multiple Fetch Xml Statements with Or Filter in Portal Web Template

In a recent project, we had a requirement to display cases to the portal that are associated with either Contacts or Accounts. Our case entity had a related entity called Case Contacts, and our account entity had a related entity called Account Contacts. The account entity had a list of all the cases associated with the account.

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Business Solutions, Development, Dynamics 365, SharePoint

Dynamics 365 and SharePoint Online Integration – CRM Implementation

For the final part of the series, I am going to demonstrate and explain the portions that resides inside Dynamics CRM (or can possibly be built inside other applications). The solution includes an HTML web resource that contains a subgrid (using JQWidgets, but can be replaced with any third party jquery grid or bootstrap table). The subgrid contains a list of documents that are contained in SharePoint, and provides the functionality to upload or download additional documents.

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Business Solutions, Development, Dynamics 365, Power Pages (Power Apps Portals)

Portals: Pass multiple parameters between Entity Forms

Recently we had the need to create multiple Entity forms in our portal, and be able to pass multiple parameters between the different pages of the portal. As it seems, you are able to pass a single parameter (such as the id of the created record) to the next form, but passing multiple does not seem to be the case. For this particular scenario, using Web Forms was not an option. 

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Business Solutions, Dynamics 365, Online Services, Web

JavaScript Web Files in CRM Portals

As in any project, either CRM or Web application, the requirement to have JavaScript libraries that can be accessed across multiple files is common. In Dynamics 365 Portals, the use of Web Files is how we have the ability of create files that will be shared across the entire portal, or possibly only sections of the Portal. These common files are stored in the Web Files entity. This issue is that when we try to add a JavaScript web file, we get an error that the attachment is blocked. Web Files use the Notes entity to store the actual files that we add to the Web File entity. 

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Business Solutions, Dynamics 365

Fetch Xml Portal page with Entity Permissions

Recently we had a requirement for one of our Dynamics Portal projects that I thought we could share with the community. The requirement was pretty simple. We had a many to many relationships between Contact and Account (so that a contact could belong to multiple Organizations) that needed to be displayed in a dashboard.

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Business Solutions, Dynamics 365

Creating a Portal Web Form

Microsoft Dynamics 365 Online comes with a Portal license which allows users to easily create forms that will capture user input and have that data populate the records of their different Dynamics CRM entities. In many community posts, I still see requests of how this process is done. In the following article I will demonstrate the step to create a web form in CRM and publish that form to the portal on the web site.

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Business Solutions, Development, Dynamics 365

Creating Web Resource with a Lookup Control

A few years ago we had some requirements where we needed to pop up an html web resource where users could select a value from a related entity (in a manner similar to a lookup control). We originally developed this as a regular drop down and retrieving the values using Rest messages, but later on decided to change this and have the user click on a “lookup” style control inside the web resource to get this working.

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