This post is pretty short and sweet. How can you assign a record to a user or to a team from your custom page? Assigning records from a custom page doesn’t have to be complicated. Whether you want to hand something over to a specific user or assign it to a team, using a custom … Continue reading Assign Records To A User Or A Team From Your Custom Page

It’s pretty easy to add an expression in your custom pages to allow someone to delete a record. Sure, they still need to have a Dataverse security role that gives them delete permissions for that to work, but we shouldn’t make it so easy that someone could make a mistake without some kind of confirmation. … Continue reading Build a Modern Delete Confirmation Popup in Your Custom Page

Do you have a need for users to easily create records to link to another record? Then view them immediately afterwards? In this post we have a custom page where we can add a list of current software that is being used by a Lead and their organisation. This gives a user the ability to … Continue reading Create and View Related Records from a Custom Page

Themes have been around in Dataverse/D365/CRM for years and years. In fact, I wrote about how to create them back in 2017 when I first started this blog! There has since been an additional way to modify the app headers (although I am not a fan because it is limited and there is no way … Continue reading Use The Dynamics Environment Default Theme In Your Custom Pages

If you are used to customisation in Model-driven Apps you will know that out of the box you can add a lookup field then filter a second one based on a selection made from the first. Call it a cascading, dependent or hierarchy connection between the two. This is something pretty common that you might … Continue reading Creating Dynamic Cascading Dropdowns with Related Entities in a Custom Page