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

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

In a previous post on Custom Pages, I showed how you can add a button to the command bar (ribbon) on one of your model-driven apps. What if you want to include it in all apps that have the specified table (entity type) included in it? Is it possible? Well the quick answer is yes, … Continue reading Use The Command Bar To Add A Custom Page To A Table

When first starting out with your Custom Pages and wanting to display data, it’s tempting to pick the Label option. It’s right there in the Popular section when you go to insert, and it likely does what you need. But what about other options like creating a hyperlink, or changing the colour of things, making … Continue reading Tips & Tricks Using The HTML Text Control In Your Custom Pages

I think creating a Custom page is pretty easy. Once you have the basics you can create the bare bones pretty quickly including some functionality with a Patch statement to update your records. It’s the fine tuning and making sure the custom page works all the time and doesn’t allow users to submit multiple times, … Continue reading Make Fields Required In Your Custom Pages To Prevent Missing Data