Model Driven Apps

Learn how to add KeyNamics to your model driven app entity forms.

As part of the initial installation and set-up of KeyNamics, Omfax technicians will assist as required to add Keyfax to your default Repair or Enquiry Form. Beyond that, you can add further Keyfax launch buttons to any form within Dynamics as needed.

Step By Step

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

2. Login and from the left hand menu, choose Solutions.

3. Pick the Solution you wish to modify, e.g. Customer Service.

4. Locate the entity where you wish to add a Keyfax button.

5. Open the entity form and click on Switch to classic (as at April 2020, Power Apps does not support the insertion of Web Resources onto a Form):

1. Find somewhere convenient to drop a button and then switch to the INSERT tab (we are actually creating an iFrame).

1. Click Web Resource and either enter 'keyfax_common' or search for keyfax_common.html web resource and supply other required settings (note that if you type 'keyfax_common' it can take a few seconds to respond before the resource name is displayed correctly). Ensure that the Name of the Web resource is 'WebResource_Keyfax' (case sensitive so please ensure the case is correct):

1. On the Formatting tab, adjust the following options. You may wish to experiment with these settings in order to achieve the optimum use of real estate available on your form. Click OK when done:

NOTE The following steps (9-13) only apply to D365 v9.x or newer.

1. Now we need to add & set-up the LaunchKeyfax.js web resource as a Form Library on the form used to present KeyNamics within Dynamics 365. In this example this would be our Repair Main form. Again within the Dynamics 365 classic view expand Entities > Repair on the left and click "Forms". Click the "main form" link to edit the main form as shown below:

This will launch the form Designer:

1. Click the Form Properties button:

1. Add the LaunchKeyfax.js web resource as a form library to the form as shown below:

1. Add an OnLoad event handler with the function name Sdk.formOnLoad and ensure the "Pass execution context as first parameter" check box is ticked:

1. Click OK then the Form Properties window should look like this:

1. Click OK again then Save then Publish. Now you can create Mapping entries to suit your form!

NOTE Publishing customisations can interfere with normal system operation. In a production environment, we recommend that you schedule publishing customisations when it’s least disruptive to users.