As you start adding custom pages to your model-driven apps in Dataverse (D365), it’s good to provide as much information and assistance to your users to give additional help where needed. A lot of times a tooltip can be used where extra text gets displayed when a user hovers their mouse over a control. Although … Continue reading Add Information Buttons To Provide Additional Details For Custom Page Users

Using Galleries in your custom page is a quick and easy way to show a list of records to a user. If the user wants to open one of the records to view more information (and maybe even edit that record), it’s a good idea to give them a way to do that directly from … Continue reading Open D365 Records From Your Custom Page Using Environment Variables

Activities are a pretty common way to understand and manage records in Dataverse/D365. Users can add tasks, appointments, phone calls, and custom activities via the timeline on a record. Account Managers and Business Development Managers can review timelines to see what has been happening with that record before calling them, and Customer Service Reps can … Continue reading Add Activities To A Record Timeline Using Custom Pages

One of the main differences with Canvas Apps and Custom Pages is that most times a Custom Page has just one screen. I say most times, because there are times where an extra screen is valuable and CAN be enabled. Consider someone using a custom page in Dynamics 365 to create a new record. You … Continue reading Adding Multiple Screens To A Custom Page To Provide Confirmation Of New Record Creation

If you have been creating Custom Pages, hopefully you are used to creating collections by now. A collection is a temporary table you build and use inside your the custom page to store and change data on the fly. It’s perfect for holding records you gather, reshape, or filter without constantly hitting Dataverse or another … Continue reading Show Loading Screen In Your Custom Page While Your Collection Is Created

If you have used Dynamics 365 for any length of time, you probably know what a Business Process Flow or BPF is. A Business Process Flow in Dynamics 365 gives users a clear, step by step path to follow so records are handled consistently. It keeps teams aligned by showing exactly where something is in … Continue reading Set A Business Process Flow Stage With Custom Page

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