Getting started with PowerApps Portals

Its been a month since Microsoft announced about this, now it has been released for public preview. Do note that this is a preview feature and not meant to be used for production purpose.

The most commonly asked question after the advent of PowerApps is how do we take it to external users. Well, Microsoft heard you! PowerApps Portals is the answer for you 🙂

PowerApps Portals let you build low-code, responsive websites which lets external users to interact with the data stored in the Common Data Service and Dynamics 365 environments directly from https://make.powerapps.com

The template designs that come along with PowerApps portal are pretty much the liquid templates, thus, a developer with Dynamics Portal working experience will find the PowerApps Portal quite easier to customize.

Here in this blog which I will keep it very light – after setting up the PowerApps Portal, lets try to create a web page which connect to Contact entity (CDS) and lists all contacts. Let’s keep it real simple for now.

Select ‘Portal from blank (preview)’

Proceed to create the portal with a nice name 😛

create new environment message

You can see the progress right up there in the notification pane

It will take a while, it’s not very instant. You’ll get notified when it ready so that you don’t have to worry about refreshing the page to see the status 😛

Alas, the much much awaited portal is here

Yes, it’s responsive too.

Let’s do the customization and configuration of the portal

Clicking on ‘Edit (preview)’ takes you to WYSIWYG portal designer mode.

Let’s create new page by going to ‘New page’ -> ‘Blank Page’

Insert a List component on the page.

The list control is now added to the page.

Set properties to the list control as below:

Save the change and click on ‘Browse Website’. That’s a simple page creation to show list of contact.

You may play around with other properties bounded to the list control.

In addition this, we have Dynamics 365 Portal where in if your environment contains Dynamics 365 for Customer Engagement apps, you can create the portals mentioned in Portal templates.

Select the required portal template. The creation process is same as earlier what we did for PowerApps Portal for CDS.

The supported browsers currently are:

You may also choose to share or delete the portal. For sharing the portal to internal users, it is recommended to have a System Administrator or at least a System Customizer security role in the corresponding Common Data Service database.

Finally, you can create only one portal of each type in an environment per language. If you try to create more than one portal, you’ll see an error message as follows:

Maximum portal created error

To create more portals, you must create a new environment using the create new environment link in the error message.

I hope this blog serves as a starting point to kick start your interest in PowerApps Portals whilst I try to explore more on the PowerApps Portal and keep sharing my knowledge here.

Reference link:
https://docs.microsoft.com/en-us/powerapps/maker/portals/overview

***Lets make CRM Simple Silly***

One thought on “Getting started with PowerApps Portals

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s