Custom Page – Opportunity Close Solution Download

Initially, I was just going to explore some possibilities with Custom Pages, but decided to make a solution out of it instead. This way you can just download the solution and do the required modifications for your project (GIPHY API key), and you are good to go😁

I am really excited to hear your feedback after seeing/trying this out, and hopefully, I will be able to make it a lot better in next revisions of the Custom Page!

Go to my GitHub to get a hold of the solution. It’s a pretty “thin” solution that should be easy to configure and easy to delete if you no longer need it.

💾 DOWNLOAD 💾

I have also included a video displaying how you install and use the solution

Installation and setup

Because of ribbon changes, I was forced to create a managed solution for this. The only way it wouldn’t overwrite the current opportunity ribbon.

If you want to play around with the solution, download the unmanaged. Just make sure you don’t have any other ribbon customizations on Opportunity. If you do back it up first!!

For everyone else, you have to download the managed solution to be on the safe side.

On my Gihub page I have written what components get installed, so you can easily remove it all at a later point in time.

Custom Page – Teams Integration

Did you think my last post was the final stage of the “Custom Page – Win Notification“? Of course not!! We have one more important step to complete the whole solution.

I am all about salespeople being able to boast about their sales. If you meet a salesperson who doesn’t love to brag about closing, are they even in sales? 😉

Communication is key when you work in organizations of any size and location Onprem/Online/Hybrid. Doesn’t matter where you work, we can all agree that spreading the word around, and making sure everyone gets the latest news is hard. Microsoft is making it pretty obvious that Teams is a preferred channel, so that’s where I also wanted to focus my energy.

Notify the team

I decided to extend the solution a bit to reuse the GIF that we got from the last closing screen, and include it in the Teams integration that I wrote about earlier in the Adaptive Cards.

The first thing I did was to add a new group of fields for the Teams notification. I wanted to let the user choose if they wanted to post the sales to Teams or not. The obvious reason is that some opportunities might have to be reopened, and you don’t want the credit 2 times etc. It’s just a simple logo, text and boolean field.

The next step is adding the variable BoolPostTeams to the run statement of the Power Automate when I click “Confirm Win”.

On the Flow side of things, I will now receive 1 more variable that I can handle. Because I wanted to use the bool type, I have to convert the string “true/false” to a boolean

bool(triggerBody()['Initializevariable2_Value']) 

What team are we updating?

Glad you asked 😉 A part of the solution is to include a Team ID and Channel ID. I added these fields to the Business Unit Table. When we store the Teams/Channel ID’s at this level, we can reuse the same solution for several teams in an organization without having to hard code anything.

These are simple text fields that will hold the unique values to the Team and the Channel you want to notify.

NB! A tip for getting the Teams ID and the Channel ID:
Add the Team and Channel via the drop-down selector (flow step below). Then open the “peek code” to see what the ID’s of the teams are. If you don’t understand this step, just have a look at my video in the final post of the series 🎥

Back to the flow!

We update the get Opportunity with extra linked tables. This way we don’t have to do multiple retrieves, and only get the fields we need from the linked tables.

parentaccountid($select=name), owninguser($select=fullname, internalemailaddress), owningbusinessunit($select=saleswin_teamschannelid,saleswin_teamsid)

After we update the opportunity as closed with our Custom Action “close opportunity”, we check if the close dialog wanted to notify the team.

Then we need to get the @mention tag for the given user that made the sales. Here I am using the email address from the SystemUser table we are getting from the Opportunity extended table.

Finally, we post the Adaptive Card to Teams and behold the wonder of the adaptive card!! 💘

{
    "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
    "type": "AdaptiveCard",
    "version": "1.2",
    "body": [
        {
            "speak": "Sales Morale Boost",
            "type": "ColumnSet",
            "columns": [
                {
                    "type": "Column",
                    "width": 8,
                    "items": [
                        {
                            "type": "TextBlock",
                            "text": "🚨WIN ALERT🚨",
                            "weight": "Bolder",
                            "size": "ExtraLarge",
                            "spacing": "None",
                            "wrap": true,
                            "horizontalAlignment": "Center",
                            "color": "Attention",
                            "fontType": "Default"
                        },
                        {
                            "type": "TextBlock",
                            "text": "@{outputs('GetOpptyInfomation')?['body/name']}",
                            "wrap": true,
                            "size": "Large",
                            "weight": "Bolder",
                            "horizontalAlignment": "Center"
                        },
                        {
                            "type": "ColumnSet",
                            "columns": [
                                {
                                    "type": "Column",
                                    "width": 25,
                                    "items": [
                                        {
                                            "type": "TextBlock",
                                            "text": "🏠 Kunde",
                                            "wrap": true,
                                            "size": "Large",
                                            "weight": "Bolder",
                                            "horizontalAlignment": "Right"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "💲 Verdi",
                                            "wrap": true,
                                            "size": "Large",
                                            "weight": "Bolder",
                                            "horizontalAlignment": "Right"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "👩‍🦲 Selger",
                                            "wrap": true,
                                            "size": "Large",
                                            "weight": "Bolder",
                                            "horizontalAlignment": "Right"
                                        }
                                    ]
                                },
                                {
                                    "type": "Column",
                                    "width": 50,
                                    "items": [
                                        {
                                            "type": "TextBlock",
                                            "text": "@{outputs('GetOpptyInfomation')?['body/parentaccountid/name']}",
                                            "size": "Large",
                                            "weight": "Bolder"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "@{outputs('GetOpptyInfomation')?['body/actualvalue']}",
                                            "weight": "Bolder",
                                            "size": "Large"
                                        },
                                        {
                                            "type": "TextBlock",
                                            "text": "@{outputs('Get_an_@mention_token_for_a_user')?['body/atMention']}",
                                            "weight": "Bolder",
                                            "size": "Large"
                                        }
                                    ]
                                }
                            ]
                        }
                    ]
                }
            ]
        },
        {
            "type": "Image",
            "url": "@{body('Parse_JSON')?['data']?['images']?['original']?['url']}",
            "horizontalAlignment": "Center"
        }
    ]
}

Now, this is what an opportunity close dialog should look like!! 🙏🏆🌟🎉

Custom Page – GIF for the win🏆

Most of you might know by now that I am a huge fan of GIF’s. I have written about GIF’s earlier when trying to motivate sales people, and I thought I would turn it up one notch!

Last post I wrote was about the opportunity close dialog. It was functional, but not exciting.

It is still 100% more feedback friendly than the Microsoft OOTB functionality, but it’s a little boring now that we have the option to be creative. This is why I thought I would add my earlier GIF post together with this to create a solution for instant response to the salespeople.

We all know that there is no better feeling than finding the correct GIF! 😂

So let’s start off by including a flow that I have written earlier with the Custom Page Confirmation dialog to make it all a little better than the thumbs up that my last post was showcasing.

RUN Instant Flow when completing sales

In the last post we covered the Power Automate action when the confirmation button was pressed. Now we reopen it to add a few more steps. The steps are identical to the steps I have linked to above in the article that coveres GIF connector.

First let’s query for a WIN gif.

Go to Giphy and setup a developer account for free. I have written about it in the GIF post that I have on top here. Just replace the api_key value in the string:
https://api.giphy.com/v1/gifs/random?api_key=**********&tag=win

Parse the return of this query (SORRY.. This is a bit long!)

{
    "type": "object",
    "properties": {
        "data": {
            "type": "object",
            "properties": {
                "type": {
                    "type": "string"
                },
                "id": {
                    "type": "string"
                },
                "url": {
                    "type": "string"
                },
                "slug": {
                    "type": "string"
                },
                "bitly_gif_url": {
                    "type": "string"
                },
                "bitly_url": {
                    "type": "string"
                },
                "embed_url": {
                    "type": "string"
                },
                "username": {
                    "type": "string"
                },
                "source": {
                    "type": "string"
                },
                "title": {
                    "type": "string"
                },
                "rating": {
                    "type": "string"
                },
                "content_url": {
                    "type": "string"
                },
                "source_tld": {
                    "type": "string"
                },
                "source_post_url": {
                    "type": "string"
                },
                "is_sticker": {
                    "type": "integer"
                },
                "import_datetime": {
                    "type": "string"
                },
                "trending_datetime": {
                    "type": "string"
                },
                "images": {
                    "type": "object",
                    "properties": {
                        "downsized_large": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_small_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "original": {
                            "type": "object",
                            "properties": {
                                "frames": {
                                    "type": "string"
                                },
                                "hash": {
                                    "type": "string"
                                },
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_downsampled": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized_medium": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "preview_webp": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "original_mp4": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height_small": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_height": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "downsized_small": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "preview": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_downsampled": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_small_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_small": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "original_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width_still": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "looping": {
                            "type": "object",
                            "properties": {
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                }
                            }
                        },
                        "fixed_width": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "mp4": {
                                    "type": "string"
                                },
                                "mp4_size": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "webp": {
                                    "type": "string"
                                },
                                "webp_size": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "preview_gif": {
                            "type": "object",
                            "properties": {
                                "height": {
                                    "type": "string"
                                },
                                "size": {
                                    "type": "string"
                                },
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                }
                            }
                        },
                        "480w_still": {
                            "type": "object",
                            "properties": {
                                "url": {
                                    "type": "string"
                                },
                                "width": {
                                    "type": "string"
                                },
                                "height": {
                                    "type": "string"
                                }
                            }
                        }
                    }
                },
                "user": {
                    "type": "object",
                    "properties": {
                        "avatar_url": {
                            "type": "string"
                        },
                        "banner_image": {
                            "type": "string"
                        },
                        "banner_url": {
                            "type": "string"
                        },
                        "profile_url": {
                            "type": "string"
                        },
                        "username": {
                            "type": "string"
                        },
                        "display_name": {
                            "type": "string"
                        },
                        "description": {
                            "type": "string"
                        },
                        "is_verified": {
                            "type": "boolean"
                        },
                        "website_url": {
                            "type": "string"
                        },
                        "instagram_url": {
                            "type": "string"
                        }
                    }
                }
            }
        },
        "meta": {
            "type": "object",
            "properties": {
                "msg": {
                    "type": "string"
                },
                "status": {
                    "type": "integer"
                },
                "response_id": {
                    "type": "string"
                }
            }
        }
    }
}

At the end we have to respond to the app with the GIF URL that we want to use. There are many variables that have the same name “URL”, so make sure you find the one that I am using below.

Back to the Custom Page

The “Confirm Win” button now has to do a few more things, so here is the added code.

//Patch the Oppty fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);

//Update Opportunity Close entity and retreive GIF
Set(varFlow, CloseOpptyPostTeams.Run(VarOppportunity.Opportunity));
Set(varGIF, varFlow.urlgif);

//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);

Mostly the only difference here is adding 2 variables. 1 that is the actual response from Power Automate (all of the fields), and the other one is setting a variable “varGIF” for use in our new image component that we add on the sales confirmation box.

Let’s check out that GIF!

Add an image to the Congratulations group, and reference the varGIF

Final Product 💘

When the sales person now closes the dialog, they get a 100% more awesome experience than the OOTB version!!! 🏆👍🎉

Custom Page – Close Dialog Logic

In the last post, we created a new close dialog, but we didn’t add any logic to the buttons.

Logic – Fields and Buttons

The most important parameter we send in via JavaScript last time was the GUID of the record that we are going to work with.

The first thing we do is add an onload to the app and perform a lookup as the very first step. This will give us all of the data for that given Opportunity that we can use within the Power App. We store the whole record in a variable “varOpportunity”.

A little clever step here is actually the “First(Opportunities)”. For testing purposes, this will open up the first Opportunity in the DB if you open the app without the GUID from Dynamics, and from here you can test the app make.powerapps.com studio without having to pass a parameter to the Custom Page 👍

ONLOAD

Set(VarOppportunity,
If(IsBlank(Param("recordId")),
First(Opportunities),
LookUp(Opportunities, Opportunity = GUID(Param("recordId"))))
)

Fields

Fields can now be added via the “varOpportunity” that contains all of the data to the first opportunity in the system.

BUTTONS

The cancel button only has “back()” as a function to close out the dialog, but the “Confirm WIN” has a patch statement for Opportunity.

//Patch the Opportunity fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);
//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);

HIDE/SHOW

Because of some challenges I met with multiple screens, I had to use a single Screen with hide/show logic. Therefore I added all the fields to Groups and will hide Show based on groups.

The Congratulations group looks like this.

Closing the Opportunity Challenge

If this were a custom entity we could close the opportunity by setting the Status and Status Reason values. Unfortunately, the Opportunity has a function for closing the Opportunity that will create a Case close dialog. In order for this to work, we have to call a custom service for closing the Case. This does get a bit tricky.

We now have to call an action from Power Automate to close the opportunity as WON. At the moment of writing the blog, the process of calling the Microsoft action in Power Automate wasn’t working, so I created my own action. I will show you how, and honestly maybe even recommend doing it this way for now. It works all of the time and uses the technology that has been working in CRM since 4.0.

Custom Action

Actions work with the same logic as a Workflow, but they can be fired at any time from anywhere. They can receive inputs, and generate outputs. A workflow will only trigger from CRUD events, and work within the context of the record triggering the actual workflow. They are in many ways an underrated function in Dynamics / Dataverse.

It’s a pretty simple step updating the status of the opportunity to “won”, and by doing it this way the system will automatically do the correct calls in the API for Opportunity Close.

This is all you need for the action. After activation, we can go back to the custom page and create a instant flow (Power Automate).

In the Custom Page we now add a line to our “Confirm WIN” button. (Yes, I know we probably should add some logic for success/fail, but that will be a part of the final solution on Github).

//Patch the Opportunity fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);
//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);
//Update Opportunity Close entity
CloseOpptyPostTeams.Run(VarOppportunity.Opportunity);

WINNER WINNER 🏆🥇

You should now be able to close the opportunity as won via a custom page. Just remember to publish the custom page AND publish the app again. If not it will now show. Do remember to give it a few moments before refreshing after a change.

Custom Page – Open Page with Ribbon Button

I am using Dynamics 365 as an example, but the process will be the same for Power Apps. Only difference is that Dynamics 365 has the Opportunity table that we are wanting to use.

If you want to learn more about Custom pages I suggest you look at the following posts:
Scott Durrow
Lisa Crosby
MCJ
Microsoft Custom Pages

I have also added the simple button setup to Github, if you just want to give it a go.
👉DOWNLOAD SIMPLE BUTTON HERE👈

Creating an app and adding the button

Start off by adding an app to a solution and giving it a proper name. In my case, I am choosing Sales Win, because I am creating a simple app for everyone to see the functionality. You could of course just add this to your existing app if that is what you want to do.

For the tricky part, you need to open the Command Bar. This is essentially Ribbon Workbench jr😉 In time I would only imagine that most of the Ribbon Workbench would be available here, but we are probably still a few years away from a complete transition here.

Choose the main form for this exercise, and then create a new Command. Command is actually a button. Why it’s called Command I’m not sure as we all are used to add buttons to a ribbon🤷‍♂️

On the right side, you can add an image, and I usually find mine through SVG’s online.
SVG’s for download <- a blog post I wrote about the topic. Add this as a webresource.

Now, we are going to have to create some JavaScript. It’s actually the only way to open a Custom Page. The JavaScript is pretty “simple”, and I will provide you with the copy-paste version.

JavaScript

🛑BEFORE YOU STOP READING BECAUSE OF JAVASCRIPT🛑

I will provide the JavaScript you need. Unfortunately, you will still need to understand how to copy-paste some script for stuff like custom pages to work.

The only parameter you have to change here if you are creating everything from scratch is:
name: “saleswin_saleswin_c0947” <- replace with the name of your custom page.

function CloseWON(formContext) {
    //Get Opportunity GUID and remove {}
    var recordGUID = formContext.data.entity.getId().replace(/[{}]/g, "");
    // Centered Dialog
    var pageInput = {
        pageType: "custom",
        name: "saleswin_saleswin_c0947", //Unique name of Custom page
        entityName: "opportunity",
        recordId: recordGUID,
    };
    var navigationOptions = {
        target: 2,
        position: 1,
        width: {value: 450, unit: "px"},
        height:{value: 550, unit: "px"}
    };
    Xrm.Navigation.navigateTo(pageInput, navigationOptions)
        .then(
            function () {
                // Called when the dialog closes
                formContext.data.refresh();
            }
        ).catch(
            function (error) {
                // Handle error
                alert("CANCEL");
            }
        );
}

This JavaScript opens up a custom page and sends in a GUID parameter (look at PageInput) to use within the page. This is just how Custom Pages work, so don’t try to do any magic here!

Other examples of how to load a custom page:
Microsoft Docs Custom Page

Hide-Show button

It’s important to hide or show the button at the correct times, and that is why you have to add logic. With the following function, the button is only visible when the Opportunity is in edit mode. When creating a new Opportunity you will not see this button.

Self.Selected.State = FormMode.Edit

Add a new page to your solution

A custom page is a lot like a Canvas App, but it’s not exactly the same. Not all functionality is the same as a Canvas App, so you need to get familiar with it first.

The first thing I noticed was the lack of multiple screens.

It seems not impossible to add more screens, but Microsoft has hidden this feature. The reason seems to be related to isolating a Screen to be a specific application. Might make sense, but not for my use case. It does make somewhat sense because a Custom Page can be opened from everywhere within Model Driven Apps. It’s actually not tied to anything (entity) at all. If you need to turn it on: 👇

Please don’t judge this Canvas App ATM. It will only get better over time 😂

I added labels and text boxes without any logic to them yet and added a data source for Opportunities. This is all for the next step of our configuration of the Sales Win dialog.

Last step (maybe the most important one)

We now need to add the custom page to the APP.

Make sure you UNCHECK the “Show in navigation”. Otherwise, you will see this page as a navigation option on the left side like account, contact, oppty etc.

Finally, publish in the ribbon editor

What have we achieved so far?

Once the button is pushed, the Custom Page loads. 🙏👍🎉

Ribbon Button – Custom Page / Dialog

The deprecation of Dialogs has been discussed WAAAY too many times, and I still feel there is a gap for simple dialogs that would do lots of magic. A while back Microsoft introduced Custom Pages as one option to solve this missing piece, but simplicity is just not there yet.

I have been reviewing lots of great material from fellow MVP’s to study up a bit on the topic
MCJ – Custom Page updating Model Driven app
Scott Durrow – Adding logic to the new button configurator
Lisa Crosbie – Creating custom page

But I can’t quite shake the feeling that it’s still pretty tech-intensive to be able to create a Custom Page and call in from Dynamics. You need to have a decent understanding of the following:

  1. Creating a ribbon button in the new app configuration (easy, but adding commands not so easy)
  2. Javascript to actually start the Custom Page (not for everyone)
  3. Canvas App configuration (I am not a front-end type of guy, and hate having to start with a blank slate every time).
  4. Power FX for the showing of a button + updating whatever you are doing in the canvas app back to the model-driven app.

All in all, I would say that this is probably what you can expect a Dynamics/Power Apps consultant to understand, but it is not given that everyone feels comfortable while configuring. To be honest, Ribbon Workbench isn’t easy without a few tutorials either, but one gets better over time. (did anyone ever get the invert of a true/false statement right the first time?😂).

What to do?

Let’s just get to the bottom of the real issue. How to solve the problem of the Custom Page with a button and at the same time created a great way for sales to have a lot of fun!😁

Over the next weeks, I will start to publish a series of Custom Page and Sales, to showcase what you can do to improve Sales morale and adoption

Every post will be shown on the new Sales Page that I have “Win Notification” so stay tuned!!

The full solution will be available for download in the end.

Dynamics Customer Service Solution 2.0

A while back I released a Customer Service solution to get a DEMO or Simple production system up and running withing an hour.

Due to recent updates to email to case and templates, the solution I had created failed every time on installation. After a few weeks with Microsoft Support we sorted it out, and the solution is back working again!😀😀🙏🎉🎉🥂🍾

Remember to get the latest version (18 or above) of solution from the GitHub folder.

The main change in the setup is the email to case is now a part of Power Automate, and no longer a part of our good friend WorkFlow

I wrote about it in my blog a while back how to create Email -> Case the new way

Quick guide for email using the new solution import

After importing the solution you will now find “Email 2 Case” in the Automatic Record Creation area. Open this via the Customer Service HUB

Make sure you select your Queue that you have added earlier ADD QUEUE

Open the Email 2 Case Flow to see the structure that Microsoft now has create for Email to Case.

If you like adding the Team as owner to the cases (Optional), you have to add this line to the Owner field in the Flow.

NB! You have to retrieve the GUID from the Team in CRM.

Fining the Team GUID

Last step is to Activate the email to case record creation.. At this point you should be able to see emails entering CRM via Cases.

Dynamics 365 App for Outlook button

Tiny blog for a tiny button 😂 This is only relevant if you have users that work in Outlook Web. Every now and then I do encounter a few Apple users that prefer the Outlook Web, even though it works well with Outlook for Mac.

Outlook client

If you use the Outlook client you know the button from the ribbon. Click the button do load the client.

Outlook Web.

OOTB the Dynamics client is hidden once it is deployed for the user. Only way to find it is to open the actual email and choose the ellipsis

Great thing is that we can change the order of the buttons:)

Solution

Open the Outlook Web settings and choose “View All Outlook Settings”.

Find the Dynamics 365 button in the Customize Actions and click save.

You now have the button easily accessible 🤗

Dynamics 365 Teams Document Locations – Where art thou?🤷‍♂️

Even though we all wish it wasn’t so, Document Locations still rule the integrations between Dynamics 365 and SharePoint. I’m not saying that I have a better idea what would be a smarter way of solving it, but it all seems a bit “2011” ish.

Last week I encountered a problem with the Document Locations for Teams, and I was surprised when I couldn’t find them in the Document Locations at first. The list only contained the SharePoint sites that the standard SharePoint connector uses.

In this list I was missing all of the Teams locations. Turns out that the view is only showing Active SHAREPOINT locations.. hehe

All you have to do is add the “MS TEAMS” to the search, and you should see all of the document locations for that also

DataFlow – Merge Queries (aka Join Tables)

A long while Back Carina Claesson wrote about joining data with DataFlows. I had created a dataflow with 2 tables and used a specialized “behind the scenes” connecting several “CRM Keys” together. It was a little buggy, so I thought I would give it a try to follow her blog: Combining information from multiple data sources with Power Platform Dataflows – Carina M. Claesson (carinaclaesson.com)

Scenario

In our system for billing, we have the following structure. A debitor (aka Account), can potentially have lots of projects connected. The only way to connect data in DataFlow is via KEY’s in the Dynamics configuration. In our case we have a key “AccountVAT”. This ID is a unique organization number used in Norway.

Both tables know AccountID, but only the Account table holds the AccountVAT number. As you see on the image above, the Project doesn’t know what AccountVAT to connect to. Lets fix that.

DataFlow

So I load up my 2 tables in dataflow. If you wonder how this is done, check my other posts on DataFlow.

Select the MERGE QUERIES option

Here we match the 2 tables based on AccountID. As you see here there are lots of options for matching, but now you also get a nice visual for matching status at the bottom.

Next step is choosing what data to “join” into the projects table.

So I select the AccountVAT number as the field to join.

As you see in the picture below, the Debitor.Foretaksnr is now visible. This column is now joined from the Debitor table to the Project table.

The selected row below is a special field. You see that the Debitor.foretaksnr is a field in another table, and you see the destination field being special. The destination field is of type Lookup, and is expecting “AccountNumber” as matching.

The result is projects record linked to the correct account in CRM 👍💪