_{How can you enable your portal as a Progressive Web App?}

This PWA feature allows you to control whether your portal has PWA capabilities or not. You can also customize the settings for your PWA and get ready to create an app package for possible publication on different device app stores.

To do this, start by signing in to Power Pages > Go to the Sites section > Select your portal > Click on Edit > Go to Set up > Choose the Progressive web app option > Enable PWA. This makes your portal act like an app, giving users a more app-like experience and making it possible to install it on various devices.

After enabling the PWA, when you access the portal on your mobile browser, you’ll notice an “Install App” option. If you’re using the Chrome browser, you can find this option by clicking on an ellipsis icon. Once you install the app, you’ll enjoy an app-like view of your portal. This means you won’t have to repeatedly open your browser and manually enter the site link; instead, you can access your portal conveniently through the installed app.

Additionally, you have the option to set an icon for your Progressive Web Application (PWA). Within the “More Settings,” you’ll find a range of additional options at your disposal. These include defining which pages should be available offline, the ability to create an app package, and the option to update an Android certificate, providing you with greater control and customization for your PWA.

How to set up offline pages?

When setting up offline access for PWA pages, it’s crucial to take into account the storage limitations on users’ devices. If the storage needed for offline PWA access surpasses what’s available on the device, the entire portal won’t be accessible offline. It’s advisable to test the user experience for offline access and prioritize caching the most essential and valuable pages for your users. Keep in mind that offline pages can only display information; pages with forms to complete or query operations won’t function without an internet connection.

Creating an App Package

To distribute your app via app stores like Microsoft Store and Google Play, you can generate an app package for your portal’s Progressive Web App (PWA) and submit it for publication. To create this app package, navigate to Portals Studio, and within the “App package” section, choose “Create app package.” This will open the PWA Builder website, where you can craft an app package tailored for different app stores. The package you create through PWA Builder includes the PWA app package itself, suitable for submission to its respective app store, along with a step-by-step guide on how to publish the app. For further information and resources, you can explore the PWA resource hub.

Conclusion

The transformation of a Power Page Portal into a Progressive Web App (PWA) opens up new horizons for user engagement and accessibility. With PWA capabilities enabled, your portal can offer an app-like experience, work offline, and be easily installed on various devices. It’s a significant step towards enhancing user satisfaction and making your portal more versatile. By following the straightforward steps outlined in this blog, you can harness the potential of PWAs to take your web portal to the next level. Whether you’re catering to external or internal customers, this transition promises a smoother and more efficient way to access your portal’s content.

The post How to convert Power Page Portal into a Progressive Web App (PWA) & App Package first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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In this blog, we will show you how we can generate form and text using co-pilot.

Generate Contact Registration Form

1. Open the Power Pages Portal

2. Create a new page

3. Select the form and enter the form details that need to be created

4. Here, I have taken the following example:

Create a contact registration form that includes first name, last name, phone number, and email address.

As we can see in the Preview section, a contact registration form has been created that contains First Name, Last Name, Phone Number, and Email Address

5. Once clicked on Ok, it will take a min to create the Contact Registration form on the site

 Generate Text on Page

1. Add a text component and select the Co-pilot Icon

2. Explain the content that you want to generate. For example, “Highlight the feature of power automate flow”

3. Once the text is generated, the co-pilot will give the option to customize the text with ‘Rewrite’, change the tone of the generated text to Friendly, Casual, Professional, or Excited, and Increase/ Decrease the size of the text using ‘Length’.

4. Once the text is ready click on ‘Add to page’ option which will automatically add the text to the page section as seen below

Conclusion

As observed in the blog, we can generate forms and text using co-pilot within Power Pages.

The post Effective Implementation of Co-pilot in Power Pages first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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STEP 1: Enable SharePoint integration:

1. Go to Apps.
2. Select your portal –> Click on more commands(…) –> Click on Settings

3. Click on “Administration“

4. Go to Setup SharePoint Integration and click on “Enable SharePoint Integration“

5. Click on Enable button it will then ask you to sign in again.

6. Click on Accept to grant the required permissions.

7.  You will get the below message.

STEP 2: Enable document management for table(entity)

NOTE: If document management is not enabled already then follow below steps.

1. Go to Settings –> Document Management –> Document Management Settings

2. Select table

2. Click on Next
3. Click on OK

4. Click on Finish.

STEP 3: Customizing Form

1. Add Document Location subgrid in the form .(The form which you are using in the PowerApps portal)

2. Save and Publish your customization.

STEP 4: Creating and Assigning Table(Entity) Permissions.

1. I am enabling SharePoint Documents for the “Project” table so I have to create two table(entity) permission records one for Project and one for Document Location.

a. Table permission for the Project table. (Don’t forget to add web roles to the table permission)

b. Table permission for Document Location.

Table Name: Document Location

Scope: Parent (This will make sure the user can only see documents that are related to the record)

Parent Table Permission: Select table permission of project from lookup.

Privileges: Read,Create,Write,Append,Append To

Go to Portal, You should able to upload files now.

1. Open any Project record in Portal.
2. You should see the Document Section below from where you can “Add files” or Create “New folder” in SharePoint.

3. Click on the “Add files” button you are shown a pop-up window from where you can choose the files to upload.

4. You can see the New Folder is created in SharePoint for that Particular Project and file is also uploaded inside the respective folder.

5. Click on “New Folder” to create new folder this will get created inside the parent folder in SharePoint.

6. From the portal, you can go inside the folder and then upload files that get uploaded inside the respective folder in SharePoint.

• “Add Files” in newly created folder.

• New Folder and Files in SharePoint.

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