Using Microsoft Multiselect Lookup in your Model Driven Apps – Part II

In the last blog post, I demonstrated how to use the Microsoft Multiselect Lookup control (similar to the Activity Party control), which was released as part of an update to Field Services to add new values to a backend many to many relationship. In this post, I am going to extend this further to show how to add and remove items from the multiselect control, and have them get updated in the relationship.

Power Platform 2021 Release Wave 2 Unified Interface Updates – Grid Enhancements

In preparation for our upcoming NYC BizApps event on October 27, 2021, and the Power Platform 2021 Wave 2 release (weekend of October 23/24), I am writing a series of blog posts related to some of the most sought after updates. In this post we will review the new Power Apps Read Only grid and the column options in the grid view page.

Some of the main changes that were made to the read-only grid, both within the View page and subgrid were made in order to be in compliance with the Microsoft Accessibility Standard. Due to this some great new features have been added, but also might have caused some features to stop working as expected. We will review these below.

Credit Card Validator PCF Control

Recently, I published a blog post on creating a PowerApp that validates a Credit Card number, and displays the correct image next to the card based on the Card number. As my first PowerApps Component Framework application, I took the same logic of the PowerApp that I created, and decided to create a PCF control that will do the same. I have also created a training guide for this, so that you can follow this logic step by step, which you can download at the bottom of this post.

Changing the details page link url for Entity Lists

When displaying entity lists on a web page, there is usually a default column in a view which is displayed as a hyperlink. The link to the page is displayed based on the Web Page for Details View and the ID Query String Parameter Name attributes on the Entity List form (as shown in the image below). The problem is, what happens if my page that is displaying the Entity List already has query string parameters, and you want to keep those parameters on the next page that you are going to display.

Adding masking to form controls in Dynamics Portals

It is a pretty known practice today, that when creating a web application that requests data from customers, certain fields are masked so that the system can prevent the entry of incorrect data. This has been done in desktop applications for a long time and is now also very common in web based applications.

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.

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.

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. 

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. 

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.