Microsoft Dynamics 365 and Power Platform 2019 Release Wave 2

by Levin, Aric

Business Solutions  Dynamics 365  Flow  Portals  Power Platform  PowerApps 


Posted on 8/8/2019 4:15:00 AM


The Microsoft Dynamics 365 2019 Release Wave 2 is not available for early adopters. The release is scheduled to start deployment to production environments starting in October of 2019. During August and September, Microsoft Dynamics customers check out the upcoming list of updates that will be released in October.

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PowerApps Screen with Add New and Edit Mode

by Levin, Aric

Business Solutions  Power Platform  PowerApps 


Posted on 6/18/2019 1:04:00 AM


I recently ran into a requirement to do a PoC on a PowerApps to be able to add and update records in a single screen in PowerApps. In order to implement the PoC I decided to test this out on the Contact Entity in a Dynamics 365 environment. I did not make any changes to the Contact Entity, but just used some of the Out of the Box fields. In order to implement this, I wanted to get a look and feel of a form that would look the same whether entering new information or editing existing information.

We start by creating a blank Canvas up using the Tablet layout. This will open a blank screen. On the screen we see the message Add an item from the Insert tab or connect to data. We click on connect to data, and select either new connection if you don’t see your dynamics 365 connection from there, or if it is displayed click on the connection. Select the connection (and authenticate if required), select the dataset (instance) and then in the Choose a table, select the Contacts entity. Click on Connect. The image below shows you the Data sources window after you connected to the environment.

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Credit Card Validator PCF Control

by Levin, Aric

Business Solutions  Dynamics 365  Power Platform  PowerApps  PowerApps Component Framework (PCF) 


Posted on 5/27/2019 12:18:00 PM


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.

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Credit Card Validation in Power Apps

by Levin, Aric

Business Solutions  PowerApps 


Posted on 5/19/2019 2:23:00 AM


Recently I had the need to create validation for ACH numbers and Credit Card numbers is a Dynamics application. This can be easily implemented in JavaScript using regular expressions, but I wanted to test this out using PowerApps.

I started by creating a new Canvas application, and adding the controls required for validation. I added a label and textbox for the Credit Card Number, and then an icon for showing valid number entry and another text box for displaying the proper results. This is shown in the screenshot below.

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Dynamics 365 Server version 9.0 available for download

by Levin, Aric

Business Solutions  Dynamics 365  Dynamics CRM  Servers 


Posted on 11/4/2018 2:29:00 PM


A few days behind schedule, but the highly anticipated Dynamics 365 version 9.0 for On-Premise deployments is not available for download. Preview releases have been available for a while now via the Microsoft experience web site, but on 11/2 Microsoft made this release public.

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SharePoint Documents are back in Dynamics Portals October 2018 Release

by Levin, Aric

Business Solutions  Dynamics 365  Dynamics CRM  General  Portals  SharePoint 


Posted on 7/24/2018 9:38:00 AM


Ever since Microsoft purchased AdxStudios and replaced the product with Dynamics Portals, one of the biggest pains was the removal of SharePoint documents. The interim solution of course was available using Azure blobs with the Dynamics Labs solution which provided document uploads, but using the Out of the Box SharePoint Documents was a miss by a lot of Portal Developers.

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Changing the details page link url for Entity Lists

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM  Portals  Web 


Posted on 7/11/2018 11:26:00 PM


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.

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Adding masking to form controls in Dynamics Portals

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM  Portals  Web 


Posted on 6/21/2018 9:21:00 AM


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.

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Using Placeholders in Portal Entity Form Text Controls

by Levin, Aric

Business Solutions  Development  Dynamics 365  Dynamics CRM  Portals 


Posted on 6/15/2018 7:32:00 PM


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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Changing Portal Lookup Control to Hyperlink Style Control

by Levin, Aric

Business Solutions  Development  Dynamics 365  Portals 


Posted on 5/18/2018 9:24:00 PM


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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