D365 Business Central | Power Platforms

In this article, I will explain how to display tooltips in a Power Apps Portal (Power Pages) form . Tooltips are a simple yet powerful way to improve user experience in Power Apps Portal (Power Pages) . In this post, I’ll explain how to display tooltips on portal forms using Dataverse field descriptions . 🧩 What is a Tooltip? A tooltip is shown when a user hovers over a field label. In Power Pages, this tooltip comes directly from the Description property of a Dataverse column. Step 1: Add Descriptions to Dataverse Columns. I used an existing Dataverse table named Order and added descriptions to the required columns.  These descriptions will be used as tooltip text in the portal. Step 2: Update the Main Form Open the Order Main Form Add the required fields Save and publish the form Step 3: Configure Basic Form and Web Page Create or update a Basic Form that uses the Order Main Form Attach the Basic Form to a Web Page in the portal Step 4: Enable Tooltips on the Basic ...

Power Pages Tutorial — Create a Custom Button to Update Data via Web API In this tutorial, you’ll learn how to create a custom button in Microsoft Power Pages (formerly Power Apps Portals) that updates data in Microsoft Dataverse using the Web API . This step-by-step guide will help you securely perform server-side updates (PATCH calls) from your portal form with proper token-based authentication. We’ll take the Sales Order form as an example and build a “Submit to BC” button that changes the order’s status when clicked. Objective After completing this tutorial, you’ll be able to: Add custom action buttons to Power Pages. Safely call Dataverse Web API using JavaScript. Use the PortalWebapiJS Web Template to manage authentication. Configure and enable entity-level Web API permissions. Test the complete integration end-to-end. Step 1: Create a Custom Button in the Power Pages Form Open your desired form (e.g., “Edit Sales Order”). Click + Add → HTML text in...

Trigger a Dynamics 365 Plugin from JavaScript on Button Click In Dynamics 365, plugins usually run when system events happen — like creating, updating, or deleting a record. But in some cases, you might want to run a plugin only when the user clicks a button on a form. This blog will guide you step by step on how to trigger a Dynamics 365 plugin from JavaScript using a Custom Action and a Plugin. Steps to call a plugin from JavaScript   Create a Custom Action Open Advanced Settings → Solutions (or open the specific solution where you want to add the action). Click New in the top menu. Choose Automation → Process. From the process types, pick Action — use an Action when you want to call plugins or custom logic from JavaScript, workflows, or Power Automate. Once you click on Action a Quick Create Process form will open and fill details. After that below form is open and you can update process argument as below. And Activate process. 2. Register the Plugin on the Acti...

Option Field Based on Other Field Value using JavaScript Field:   The field must be in Form function filterClientStatusOptions(executionContext) { debugger; var formContext = executionContext.getFormContext();    var tradePartnerStatus = Xrm.Page.getAttribute("dsy_tradepartnerstatus").getValue();    var clientStatusControl = Xrm.Page.getControl("dsy_clientstatus");   var clientStatusAttr = Xrm.Page.getAttribute("dsy_clientstatus"); var allOptions = clientStatusAttr.getOptions();  allOptions.forEach(function(option) {         clientStatusControl.removeOption(option.value);     });   if (tradePartnerStatus == 0) { allOptions.forEach(function(option) {             if (option.value === 780100000) {                 clientStatusControl.addOption(option);             }     if (option.value === 780100001) { ...

  Step 1: Create Power Automate Step 2: Use  below action. Sample Json:{ "workorderid" : "a2e36a68-3d7f-4177-be25-aff61ddb13d0" } Sample Body: {     "type" : "object" ,     "properties" : {         "workorderid" : {             "type" : "string"         }     } } Step 3: Do further steps for action. Create button: Step 4:  Last add response. Step 5: Create Java Script: function Runflow ( orderid ) {       debugger ;     if ( orderid != null )     {         orderid = orderid . replace ( "{" , "" ). replace ( "}" , "" );     }     var flowUrl = "<Powerautomate link>" ; /// Request preparation       var input = JSON . stringify ({         "orderid" : orderid     });   var req = new XMLHttpRequest ();   req . open ( "POST" , flowU...

When managing a CRM like Microsoft Dynamics 365, uploading data from an Excel file can be a tedious manual task, especially when working with large datasets. You can automate this process using Power Automate (formerly known as Microsoft Flow), saving time and ensuring data consistency. Step 1: Prepare Your Data in Excel Ensure that your Excel file is well-organized, the  first row contains the Header names, and check incorrect values to prevent upload issues. Step 2: Create a table in Excel or based on the requirement.            Import Contact Template Step 3: Upload Your Excel File to OneDrive. Power Automate needs access to your Excel file. Store your file in a cloud-based location like OneDrive for Business or SharePoint: Upload the file to your OneDrive. Take note of the file path, as you will need it in Power Automate. Step 4: Set Up Power Automate to Upload Excel Data to CRM Now, we will set up a flow to automate the data upload process. Log in...

 Hello Readers, Update a Lookup Field value using PowerAutomate. Step 1: Create a New Flow and add the below trigger to the update field. Select the Entity Assignment to update when another field in modified or updated. Step 2: Add another trigger to fetch the value from another entity Contact to update data in the Assignment entity. Row ID: Select from the Assignment entity field to match with the contact entity. Step 3: Add the Update trigger and select the same entity Assignment. Row ID: select from Assignement unique entity. Supervisor: Select the update field based on our requirements. Regards, Dharmendra Chavda

Hi Readers, In PowerApps Portals, you can use JavaScript and CSS to customize the appearance and behavior of your portal, including blog content. Here's a general guide on how you can add JavaScript and CSS to a PowerApps Portal for a blog: Open the Powerapps Portal and go to the particular form to Add Javascript and CSS. Copy " owner-operator-compare-survey " to this text form link as mentioned below. Open portal Management form PowerApps and jump to "Web Pages" as below. After that click on the "Partial URL" field and select Filter by option. Paste "owner-operator-compare-survey" into the blank box below and click  "Apply" . Once it's filtered we can see only one record on the web page. Open Record and Click on the "Advance" option.   Add Custom Javascript and Custom CSS based on requirements. Navigate to the " owner-operator-compare-survey" page on your portal and check that javascript and CSS are working...