Tag: Dynamics 365

Book summary: PowerApps Portals Authentication


I recently read the kindle version of the book PowerApps Portal Authentication by Debajit Dutta and Chandana Kommuri.

The book covers in detail the different authentication methods available for the PowerApps Portals and also provides detailed instructions to set them up.

The different topics included in the book are

  • Local authentication – Self Registrations and Invitations.
  • External Authentication – with Google, Facebook, LinkedIn, Azure Active Directory (B2C and B2B)

This is the first and the only book in the market on PowerApps Portals, and I think it would be very helpful for the Dynamics 365 professionals, as authentication is the basic and most important piece of information needed while configuring PowerApps Portals for the customers.

What I like about the books in general is it gives us all the required information at the same place, instead of being scattered all around out there in the web, and also that information coming from the expert(s) who have been working on it (because of which you’d be buying the book in the first place) adds to its credibility. The book not only covers all the required details (how and why) for setting up the authentication but also presents it simply and concisely. The chapters start with how to register the portals with the external authentication provider, the authentication mechanism available, settings required in portals, etc. There is a specific pattern or consistency about the way chapters are written in the book, which will make it very easy to be referenced when required. Being around 150 pages, the book was also a quick read.

Grab your copy at the link below !

https://www.amazon.in/PowerApps-Portal-Authentication-Debajit-Dutta-ebook/dp/B085X2HL4W

Dynamics 365 keeps opening the sign in page in the new tab


We all have faced this issue where Dynamics 365 keeps opening the login page in the new tab.


If we check the URL it is basically redirecting to

Below URL Ă 

To disable this behaviour for all the users, disable the learning path.

Set Enable Learning Path as No.

For individual user, select Opt Out of Learning Path from Personal Options.

https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/admins-customizers-dynamics-365/mt826648(v=crm.8)?redirectedfrom=MSDN

For Internet Explorer (without changing above settings)

http://ronaldlemmen.blogspot.com/2017/02/unlimited-redirects-or-popups-to.html

Hope it helps..

Solved – window onload undefined error in Dynamics 365


Recently we got the below issue raised by the user on form load of one of the entities.


Most of the times this issue will arise because of the control / attribute being referenced in the JavaScript, being not available on the form.

And same was the case here, one of the JavaScript’s associated with the ribbon button, was referring to business process field (header_process_xxxxx) which was not available on the form.

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 7 (Custom Controls)


Check the other articles of this series

Continuing the previous post on the Dynamics 365 mobile app, here we will cover the custom controls.

Custom controls were added to the product in version 9.0 and were part of the new Unified Interface, for us to use at that time. Now we all can create custom control using PowerApps Component Framework (earlier known as Custom Control Framework).

Check out the PCF Gallery for all the custom controls developed by the community.

https://pcf.gallery/

In this post let us look at out of the box custom controls available in the product and how it renders within the Dynamics 365 for Phone App.

Let us start with the custom control for the list.

For the opportunity entity, we have defined below custom control. The Editable Grid option is disabled for Phone.

The tablet app shows the Editable grid as default with the option of switching the view.

For the Phone App, it seems Kanban’s view has some issues. We can switch to all other views configured except the editable which is not available for the phone app.



Below is the table that lists the out of the box custom control, along with its properties and how they are rendered in the phone app, for quick reference.

Field Type Control Property
Whole Number
&
Money		 Arc Knob

Radial Knob
Number Input
Linear Gauge
Linear Slider
Whole Number Star Rating (max 5)
URL Website Preview
Multimedia
Boolean Flip Switch
Single line of text Input mask
Auto complete
Multiline of text Pen
Option set Option set (max 3)

Hope it helps..

Error – You have exceeded the maximum number of 2000 characters in this field while using Pen Control in Dynamics 365


We might get the below error while using the pen control.


Just make sure that we have set the field to the minimum length recommended by Microsoft i.e. 15000.


The maximum value that can be set for the text area (multiple line of text) field is 1048576.



Earlier pen control was not available for the Web client.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/284081/can-t-check-pen-control-for-web-on-dynamics-crm-365/1036343#1036343

But now they can be enabled for the web as well.



Hope it helps..


Notes on Dynamics 365 for Phones and Tablets app – Part 6 (Form customization)


Check the other articles of this series

Continuing the previous post,

in this post, we’d see how we can configure the forms for mobile apps.

Here, for example, we have taken the Contact entity, which would have below main forms for the contact entity.

The same would be available for the user (with appropriate security roles) within the tablet app and phone app.

Now for Sections within in Form, we see the option “Available on phone”, let us keep it as unchecked.

The section would appear within the Tablet app.

The section will not be available for the Phone App users as the name of the option “Available on Phone” suggests.

“Available for phone” option is available for the Tabs as well.

This will hide the tab in the Phone App, but it will be available within the Tablet app.

Also, Microsoft document mentions that Duplicate Detection doesn’t work on phones and only works for tablets https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#other-differences-with- which doesn’t seem to be the case now.

The Duplicate dialog box works in case of both tablet and phone app. Below is the screen shot of the phone app.

Also, the documentation mentions that Activity Feeds are not available in Tablets but it seems that it now works for both tablet and phone apps.

With a Model-driven app, it seems most of the things are now consistent across the web, mobile and tablet app, with few exceptions, making it easy for both the admin and the end-users to configure and use.

Hope it helps..