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Continue reading →: [Fix] Rollup field error – Record currency is required to calculate rollup field of type currency
I have added a new Rollup field of type ‘Currency’ to my existing custom entity ‘Customer’, which ‘SUM’ up the currency field’s data from related entity ‘Loan’. Post customization, when I open the existing Customer record, following error showed up on Rollup field. Reason: This error would occur, only those…
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Continue reading →: ADX Portals – adx_webformsession.adx_currentwebformstep is null
I got following exception while navigating through my ‘Web Form’ steps in ADX Portal. adx_webformsession.adx_currentwebformstep is null Reason: I had redesigned a ‘Web Form’ by deleting couple of existing ‘Web Form’ steps. However the associated ‘Session’ records, of deleted ‘Web Form’ steps, were still exists in the system causing the…
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Continue reading →: Common Data Model (CDM) – Intro
The Common Data Model (CDM) is an open-source definition of standard entities and a metadata system that enable consistency of data across apps and business processes. Today, the Common Data Model is used within Common Data Service (CDS), which supports Dynamics 365, PowerApps, and the data-preparation capabilities in Power BI…
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Continue reading →: Dynamics Portals – Web Templates – ‘$ is not defined’ Error
Other day, I was getting ‘$ is not defined’ script error during my ‘Web Template’ load. From the error, its clear that jQuery file reference was missing in Web Template. The Web Template has a HTML with Liquid Template and script using jQuery and was rendering with no issues an hour…
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Continue reading →: [Step by Step] Canvas App using on-premise SQL server as Data Source
In this post, lets see how to build a Canvas App with data from on-premise SQL Server. Using Gateways ,data can be transferred quickly and securely between a canvas app and an on-premises data source, such as an on-premises SQL Server database or an on-premises SharePoint site. Lets get started to configure…
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Continue reading →: PowerApps Portal – Intro
Those who are familiar with ADX Portals which later acquired by Microsoft and came up with ‘Dynamics Portals’ SaaS offering, ‘PowerApps’ Portal is the next evolution. With PowerApps Portals, Microsoft merging the capabilities offered by Dynamics 365 Customer Engagement portals in to PowerApps Portals. PowerApps Portals provides the ability to build low-code, responsive websites…
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Continue reading →: D365 Customer Service – Virtual Agent – Get Started
Virtual Agent for Dynamics 365 Customer Service is a new cloud offering built on the Microsoft Bot Framework to create powerful bots using a guided, no-code graphical interface. In this article, lets see how to get started with ‘Virtual Agent’ using a simple demo. Prerequisite: Subscribe to a Dynamics trail .…
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Continue reading →: ADX Portals – Clear Cache On Web Page Submission
Adxstudio Portal application caches the results from Dynamics CRM to improve the performance. But, there are times, where we need to override (invalidate) cache behavior to show latest data on Portals. Lets take a scenario My Portal has a ‘Contact’ web page and up on ‘Submit’, a plug-in updates all the…
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Continue reading →: Dynamics Portals – Using ‘Emojis’ in Entity Form and Entity List
In this article, lets see how to use Emoji’s to capture the data in Portal’s Forms. It’s very simple to achieve. All you need to do is to set the Dynamics ‘Option Set’ field’s ‘Label’ with ‘Emoji’. Below is the ‘HOW’ part. Create an ‘Option Set’ field with ‘Emojis’: In…
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Continue reading →: [Code Snippet] Dynamics Portals/ADX – Set ‘Field Requirement’ using script
Below is the code snippet to set the requirement level (i.e., Required/Non-Required) of a field using script in portals. This logic handles all kind of field types including Check boxes. Set Field As Required: function SetFieldAsRequired(fieldName) { if (typeof (Page_Validators) == ‘undefined’) return; if ($(“#” + fieldName) != undefined &&…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 