Custom Pages in Power Platform and adding them in Model-Driven Apps | Power Apps

You Can create Custom Pages in as a Canvas App and add it to Model Driven App! Here’s a quick tutorial on how you can do this!

Creating Custom Pages

Here’s how you can create Custom Pages. Make sure you are in Power Apps and in the correct intended environment (https://make.powerapps.com/) –

  1. Make sure you are inside a Solution.

  2. Now, you can drop down from the + New menu and expand App. Then, you’ll find Page as an option which is different from Canvas App.

  3. When you click on Page, you’ll get the Canvas App Studio with the capabilities of Canvas App to be added to your Page.

  4. Now, let’s say you have designed the Page to serve your desired purpose. Make sure you Save and Publish the App, it’ll ask you to Enter the Name for the App (or rather, Page)


    Enter a suitable name and click on Save.

  5. Once Saved, make sure to Publish again and confirm the Publish just like you would do for a Canvas App.


    And confirm the Publish action.

  6. Now once this is done, you can go back to the Solution and check that the Page will appear.


    and that’s how you have created a Page. Now, let’s consume this in your Model-Driven App!

Adding Custom Pages to Model-Driven Apps

Now, in the same solution, I’ll add the Model-Driven App so that I can configure the new Page I created in this Model-Driven App –

  1. When I go into App section in the solution I’m working in.

  2. And in that, I can click on Add existing button and expand App and then select Model-Driven App

  3. Now, from all the Apps, I want to add this Custom Page to the Sales Hub App. It could be anything else in your case.

  4. Once added, open the App.

  5. Once opened, you’ll see the + Add Page button. Click it.

  6. Now, the Dialog will ask what type of Page should be added. Custom Page is to be selected here.

  7. Now, you will be given option to either Create New (which we could have done directly but I wanted to demonstrate how to create within the Solution itself first), or add Existing.
    We’ll choose to add Existing Custom Page. And then, we select the Custom Page we just created i.e. Account Review Page.
    For the Page to show in the Site Map, make sure Show in navigation is ticked.


  8. Once you Add, you’ll see how the Page appears in the Model-Driven App. Publish your changes to this Model-Driven app is you are satisfactory.


  9. Once this is done, your Custom Page is added to the Model-Driven App and here’s how it looks!

Here’s complete document on Custom Pages on Microsoft Learn – https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/model-app-page-overview?WT.mc_id=DX-MVP-5003911

Hope this helps!

Here are some Power Automate posts you want to check out –

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform\
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

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Adding Editable Grid using the New Power Apps Grid Control in Model-Driven Apps | [Preview]

If you are designing your forms in the Model-Driven Apps designer from the Power Apps Maker i.e. https://make.powerapps.com/, here’s how you can add the New Power Apps Grid (which is in Preview at the time of writing this post)

Scenario

For example, you are in Model Driven Apps designer and you are see the existing Grids, they have only 2 areas in Properties –

  1. Select the Grid and you’ll only see 2 areas –


  2. And if you expand them, you won’t find a way to change the control to, for example, Editable Grid.

  3. That’s where the new Power Apps Grid Control comes hand. This is currently in Preview at the time of writing this post.

New Power Apps Grid Control [Preview]

Now, click on the Components section to reveal all the Components that you could add to the Model-Driven Apps form –

  1. You’ll see the More Components section under which you’ll find the new Power Apps Grid Control.

  2. Now, once you drag is on the form where you want it to be, you’ll be asked to select the records it should hold. It’ll ask you to select the Table which you want to display in the sub-grid.

  3. Once you click on Done, make sure the Show Related Records is selected as well and ensure the Table and View selected is correct.

  4. Now, look for Components section and expand the same. Expanding the Components, you’ll be able to select the Editable Grid.
    Expand the Components section and you’ll find another button to add more components that are made available.

  5. Now, you’ll be able to select the Editable Grid here.

  6. Now that you have added Editable Grid, click Done.

  7. And once you add, you’ll notice that the Mobile, Web etc will be shown under the new grid. Means this is now set as default and not the other 2 views.

  8. Finally, you can save your changes and publish.
    And that’s how you are able to add Editable Grid on the modern Power Apps Model Apps designer using the new Power Apps Grid Component.

  9. And here’s how you’ll be able to add an Editable Grid on the Form using new Power Apps maker.

Here’s the Microsoft Learn link for the same – https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/the-power-apps-grid-control?WT.mc_id=DX-MVP-5003911

Hope this helps!

Here are some Power Automate posts you want to check out –

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform\
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Adding Image field on the form in Dynamics 365 CRM | Power Platform Modern Form Designer [Quick Tip]

If you are predominantly working in Dynamics 365 CRM i.e. the classic Form Designer and have one of the below fields –

You won’t be able to find it to add it on the Form in the Classic Editor.

And you are wondering how you can get this field on the form, then this quick tip is for you!

Modern Form Designer

Given that you are aware of how to get to the modern form designer –

  1. Once you open the Form from Power Apps (https://make.powerapps.com/), you can go to the Solution your Form/Fields are put in.


  2. Then, open your Form from the Solution

  3. And in your Form, if you look for the fields / Columns section to put on the form, you can see the Thumbnail field we created is present.

  4. You can then double click it and add on the Form. And then, this field will also work when using Dynamics 365 CRM Apps like Field Service, Sales etc.

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Column dependency for Event Handlers for Model-Driven Apps – Modern vs Classic form designer | Power Apps Tip

You must be already familiar with Locking fields on the form in Dynamics 356 CRM so that they are not removed from the form unless you remove the Lock.

Also, it’s a “best practice” to add Dependencies explicitly to your events so that if multiple customers are working on the same form, no one should delete a field which is required by Events added to fields/forms.

In the modern form designer, it looks like below


And when you try to remove the field from the form, you’ll see this error.

Now, there’s also another way you can lock this field and not remove it explicitly due to a dependency – Let’s see what we have in the modern app designer!!

Events dependency in modern app designer

Let’s say you are using the modern app designer to work on your forms, here’s what you notice

  1. For example, you are using the modern App Designer and you are working on Website field on the Account entity.
    Let’s add an Event Handler for the Website field in the modern designer.

  2. Once you added an event, you’ll see a Column Dependency field which can choose to select fields. (Denoted by arrow in below screenshot)

  3. Here, I’ll select the Website field from the dropdown so that the Lock is established on the field.

  4. So now, when I look at the field Properties, the Lock will be disabled and I can’t choose to remove it explicitly from the Properties itself.


In Classic Form Editor

Here’s where you can add dependencies to Event Handlers in the Classic Form Editors (I’ll be honest, this usually goes unnoticed and I never cared to add dependency)

  1. Wherever you add Events on the field/form, look for the Dependencies tab on the window where you add the JS function.


  2. And you’ll see the fields which are selected for Dependencies so that they are not accidentally removed.

Here are some more Power Apps related posts you might want to check out –

  1. HTML Text control in Canvas Power Apps | Power Platform
  2. Configure Dataverse Search in Power Platform Admin Center | Dynamics 365
  3. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  4. Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
  5. Variables in Canvas Power Apps | Global and Context
  6. Dynamics 365 Solutions’ New Experience in Power Apps, Solution Checker and more
  7. Navigate Screen automatically based on Timer in Canvas Power App | Power Platform
  8. Advanced Lookup in Model-Driven Apps | Power Platform
  9. New App Designer for Model-Driven Apps | Power Platform
  10. Primary Key of Activity type entity in a Dataverse connector in Power Automate | Quick Tip

Thank you!

Configure Dataverse Search in Power Platform Admin Center | Dynamics 365

Relevance Search in Dynamics 365 CRM recently got renamed to “Dataverse Seach” as you might have seen some updates.

Here’s how to configure the Dataverse Seach in the new Solutions Explorer!

Scenario

Now, in case you search on the Global Search bar for a record and the table which it lies in doesn’t show up – In this case table I’m looking in is ‘Subscription’ – that means that this entity is not configured for Dataverse Search

Dataverse Search

Here are some points on the Dataverse Search –

  1. Dataverse search is enabled directly is you are opted in to 2021 Wave 2 Updates on your environment.
    Go to https://admin.powerplatform.microsoft.com/ and open the desired environment’s Features section from Settings.


    You’ll find that Dataverse Search is already ON.



  2. Now, navigate to https://make.powerapps.com/ to configure the Dataverse Search for a specific entity.
    Go to Solutions and look for the Solution which has your entity
    In this example, I’ll use the custom entity I’ve created called as ‘Subscription’

  3. In any solution which has this entity, I can click on Overview on the left.


    And then if you look at the right hand side – click on Manage Index


  4. It’ll show the entity which is not enabled for Search – But, notice that it is unchecked – means it is not enabled.



    Now, enable and save it




Check if Table is enabled for Dataverse Search

  1. Enable the Table for Search Results. Now, when you are in the Solution in the new Solution Explorer – Look for the Table. In my example, it is Subscription table.
    I’ll open the Settings of the Table.


  2. In the Settings of the Subscription table, you’ll need to expand the Advanced options.


  3. Now, scroll below and you’ll see the option for Appear in Search Results is enabled.



  4. And once this is enabled, the results will show up in Dynamics 365

Indexed Columns

Now, here’s how to understand the count of Indexed columns. Limit of 950 columns is imposed in a Dynamics 365 environment.
Refer Microsoft’s Official Post – https://docs.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization#select-tables-for-dataverse-search?WT.mc_id=DX-MVP-5003911

  1. Here’s a snippet from the above mentioned Microsoft Docs to show the count of Indexed Columns calculated towards a Dataverse Search

Hope this helped!

Here are some more Canvas Power Apps posts you might want to check –

  1. Transition effect on Gallery Items when hovered over in a Canvas Power App | [Quick Tip]
  2. Navigate Screen automatically based on Timer in Canvas Power App | Power Platform
  3. Search on multiple columns from a Dataverse table in a Canvas Power App Gallery control | Power Platform
  4. Call a Flow from Canvas Power App and get back response | Power Platform
  5. Enable Custom Code Components (PCF Controls) to be imported in a Canvas Power App | Quick Tip
  6. Retrieve Hashtags from Text in a Canvas Power App | Power Platform
  7. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  8. Setting Correct Default Mode for Forms in a Canvas App | [Quick Tip]
  9. Rating Control to represent data from Dataverse in a Canvas Power App | Power Platform
  10. Clear a field value & Reset Form in a Canvas Power App [Quick Tip]
  11. Get Dynamics 365 field metadata in a Canvas App using DataSourceInfo function | Common Data Service
  12. Implement character length validation in a Canvas Power App | Power Platform

Thank you!

Performance Insights for Model-Driven Apps | [Preview]

One of the important aspects of ‘User Adoption’ is also ensure that the Model-Driven App you’ve designed for your Org’s Users stays optimized and ensures the users get the best of it.

Let’s see how we can utilize Performance Insights to help us optimize our Model-Driven App!

Performance (Preview)

Performance Insights is in Preview and here’s how you can access the same.

  1. Go to https://make.powerapps.com/

  2. Now, in your Apps below, select the Model-Driven App you want to view Performance metrics of.


  3. Now, once you open, you’ll see the metrics as below


    Let’s understand how you can read these metrics and take actionable actions on the same.


Understanding the Insights

These insights are categorized based on severity. Let’s see which needs your attention the most –

  1. The Insights can be narrowed based on the timeframe of 24 hours, Unfortunately, I have only 1 Date to show in my case.


  2. I recommend paying special attention to the ones with Warning on them


  3. Now, looking at the first one for example is PluginTraceLog which I left ON while I was working on Plugins on this environment in the App.
    So, if I select the first one


    The right hand pane will detail out what the issue is and what Area to focus on.



  4. Also, if you look at the How to improve part, it’ll point you to the Microsoft Docs for the suggested workaround/action.


    It’ll take you to the Microsoft Docs section of the particular issue in question –


  5. In case you have a new environment and didn’t work inside the App significantly for a particular time frame, you’ll see this message.



    Here’s the complete Microsoft Docs article on the detailed Performance Insights for Model-Driven Apps –
    https://docs.microsoft.com/en-us/powerapps/maker/common/performance-insights-overview?WT.mc_id=DX-MVP-5003911

Here are some more Model-Driven and Canvas Power Apps posts you might want to check out –

  1. HTML Text control in Canvas Power Apps | Power Platform
  2. Disable Recent Records from Dynamics 365 Lookup Control | Model-Driven Apps [Quick Tip]
  3. Advanced Lookup in Model-Driven Apps | Power Platform
  4. New App Designer for Model-Driven Apps | Power Platform
  5. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  6. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  7. How to add Rating Values to Rating Models in D365 Field Service and PSA
  8. Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
  9. Transition effect on Gallery Items when hovered over in a Canvas Power App | [Quick Tip]
  10. Retrieve Hashtags from Text in a Canvas Power App | Power Platform

Thank you!

New App Designer for Model-Driven Apps | Power Platform

The new Model Driven App Designer experience has been enabled and has been doing the rounds for a few days now. Here’s my take on the same to demystify and bring forward a quick example of a Model-Driven App capabilities.

I’ll keep enriching this post in the future as more enhancements come to this new experience! As of now, this is in preview, so kindly keep a note of that!

Let’s review further!

Create a new Model-Driven App

Here’s how you go about creating the new Model-Driven App using the new App Designer –

  1. In your https://make.powerapps.com/ portal, create a new Solution and then go inside the Solution to create a New Model Driven App as shown below




  2. Then, select the Modern App Designer (Preview)


    And give it a suitable name.

Editing the SiteMap in the New Model App Designer

Here’s how you go about adding new Entities to the SiteMap in the new Model App Designer experience. Navigation section

  1. I can click on New Page to start adding my first Page. Out of a Dashboard and Table, I’ve chosen to add a Table.


  2. Now, if you look at the right hand-side of the page, you should be able to select what you want to add here.




    And I’ll select Account Table.



  3. I’ll also rename the Title to to Customers.


  4. Now, I look at the left hand side, my App begins to take shape and I can then also change the Group and Area names like you would do in a Site Map.

  5. I’ve also renamed the Area to Sales now.





Pages

Now, let’s see what all Components can be added to the App. Pages is where you can either add Entities directly or edit the ones which you added in the Navigation section above.

  1. Now, if you go to the Pages section, you’ll be able to expand into the navigation and choose the components yourself.

  2. Now, if you select the Account form (as selected in the step above), look on the right hand side to be able to select which all Forms you want to add to the App. If you don’t select anything, all forms will be selected by default.


  3. Now, let’s select a couple of Forms.


    And those will be added.


  4. Same goes for Views as well. I’ve added 2 Views as shown below



    Note: Ideally, the WYSIWYG Preview should show only the components I added, but it shows me everything. Perhaps, this is work in progress.


    Along with that, there are Known Limitations at this point since this is in Preview.
    https://docs.microsoft.com/en-gb/powerapps/maker/model-driven-apps/app-designer-overview?WT.mc_id=DX-MVP-5003911#known-limitations


Data

Also, if you expand data, as of now only the ones added to you app is shown. Nothing much happens here. I’ll update this area once more features are added in the near future.

Hope this post was useful!

Here are some more useful posts you might want to check –

  1. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  2. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  3. How to add Rating Values to Rating Models in D365 Field Service and PSA
  4. D365 Quick Tip: Simple & Detailed Mode in Advanced Find
  5. Language format for Whole Number field in Dynamics 365 CE
  6. Transition effect on Gallery Items when hovered over in a Canvas Power App | [Quick Tip]
  7. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  8. Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]
  9. Change the Unified Interface App Icons
  10. Custom Help Pages and Guided Tasks for Unified Interface in Dynamics 365

Thank you!

Rich Text Control for Canvas and Model-Driven App | Quick Tip

In one of my previous posts, I had highlighted, you can enable a Rich-Text Control for a Multiple-Line of Text type of field. Here it is again – Use Rich-Text Control for Multiple Lines of Text in Dynamics 365 CE | Quick Tip

In the above post, I had highlighted that we can change the control of a Model-Driven control of Text to Rich-Text and make it appear as below

Now, reading the same field in a Canvas App will make it appear as below

Now, let’s see how we can overcome this and read the correct Rich-Text Control formatting in the Canvas App’s Form as well.

Canvas App Form

Let’s look at the changes you’ll need to do to the Gallery control in order to read the Rich-text formatting as seen in the Model-Driven App

  1. Select the Gallery itself and expand the Fields section and locate the field which is a Rich-Text control in the Model-Driven app itself.

  2. Now, change the Control type and select the Edit rich text control from the options.


  3. Once this is selected, the Control will be updated to read formatting as in the Model-Driven app itself.

Hope this was helpful. Here are some more Power Apps / Power Platform posts you might want to check –

  1. Setting Correct Default Mode for Forms in a Canvas App | [Quick Tip]
  2. Rating Control to represent data from Dataverse in a Canvas Power App | Power Platform
  3. Clear a field value & Reset Form in a Canvas Power App [Quick Tip]
  4. Get Dynamics 365 field metadata in a Canvas App using DataSourceInfo function | Common Data Service
  5. Debug Published Canvas Power App with other users using Monitor | Power Platform
  6. Download a File from a Canvas Power App using a button | Power Platform
  7. AddColumns() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List
  8. Implement real-time search in Gallery of CDS records in a Canvas Power App | Power Platform
  9. Implement character length validation in a Canvas Power App | Power Platform
  10. Implementing Exit app, Logout and Confirm Exit features in a Canvas Power App

Thank you!!