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Showing posts from February, 2025

How to Show Notes (Annotations) on a Model-Driven App Dashboard

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Model-driven apps in Power Apps allow users to create dashboards that display key data from different entities. By default, dashboards do not provide an easy way to display Notes (Annotations). However, using a combination of dashboard customization and XrmToolBox, you can modify a dashboard to include a list of Notes. This article provides a step-by-step guide to achieving this. Step 1: Create a New Dashboard Navigate to the Maker Portal . Create a new dashboard . When adding components to the dashboard, insert a List for any entity (e.g., Accounts). The selected entity does not matter, as we will modify it later to display Notes. Step 2: Obtain the Notes View ID In the Maker Portal , navigate to an existing View for the Notes (Annotations) entity or create a new custom view. Once the view is open, copy the View ID as it will be needed later. Step 3: Install XrmToolBox and FormXml Manager Plugin Download and install XrmToolBox from https://www.xrmtoolbox.com/ . ...

Using Web Templates as Custom Components in Power Pages: A Classification Banner Example

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Introduction Web templates in Power Pages offer a powerful way to create reusable components that can be used across multiple pages, headers, and footers. This approach simplifies development and maintenance by allowing common elements, such as banners or data tables, to be managed centrally. In this article, we will explore how to use web templates as custom components, focusing on a practical example: a classification banner that can be placed in the header or footer of a Power Pages site. What Are Web Templates in Power Pages? Web templates are Liquid-based templates that allow developers to structure and render dynamic content within Power Pages. They are commonly used for: Custom layouts : Defining reusable structures for pages. Reusable components : Creating elements like banners, notifications, and data tables. Dynamic content : Injecting data dynamically using Dataverse and Liquid expressions. Microsoft has provided comprehensive guidance on using web templates as com...