In the series of posts on Custom Pages, I’ve shown how to add buttons to open a page from the command bar, including providing a script you can use over and over again to make life a bit easier. That works great to open a custom page on a single record, but what if you … Continue reading Open Custom Page For Multiple Selected Records In A View Or SubGrid

One of the things I love about custom pages is being able to put together a Patch statement to create or update records directly back in Dataverse (D365). The more that can be done via the Patch the better. No need for extra flows or processes to run if we don’t need them to. However, … Continue reading Start A Power Automate Flow From Your Custom Page

I’ve written about how you can add a custom page to a table/entity in a model-driven app with a script for a specific custom page. However, as you start to see the power and flexibility of custom pages, you will likely add more. Creating a script for each custom page is a pain and not … Continue reading Open Different Custom Pages In Model-driven Apps With A Reusable Script

Anyone using Model-driven Apps is pretty much guaranteed to use Accounts and Contacts. There is a relationship between the two tables out of the box. A contact can be linked to an Account via the Company field, and can also be set as the Primary Contact via a lookup field on an Account. If you … Continue reading Filter And Display Contacts Based On Account In Custom Page

I’ve written about adding Custom Pages to specific forms in a model driven app, using the command bar. This works great when your Custom Page is used to show or manage information for a specific record. But what if your Custom Page is global and shows all records or isn’t relate to an individual record? … Continue reading Adding Custom Pages To A Model Driven App Navigation

This one seems really straight forward right? If you have been working with Custom Pages and Patching back to records, you know you can use the Blank() function to set something as null or empty. A recent requirement for a client where a lookup field on a record needed to be cleared out when a … Continue reading How To Clear LookUp Fields Using A Custom Page

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