Solution Configuration Pages in Dataverse

4th August 2022

Are you at the stage where you’re developing and selling Power Platform solutions to clients? Perhaps it’s as simple as you have a product in the form of a Power Platform / Dataverse solution, which customers can import into their environment after purchase? Or even better… maybe you’re publishing awesome sample contributions in the form of a solution to your GitHub or the PnP community areas!

Which ever your use case is, it is important that we provide our customer or user deploying our solution with enough guidance and information around how they’d go about configuring the solution once they’ve deployed it. If your solution doesn’t just completely work straight away from import, this is a key step for you!

There’s a pretty good solution to this directly in Dataverse, and that is configuration pages, which are now even available in the new Dataverse UI! Configuration pages effectively allow us to display a HTML webpage from the solution overview which our users can then read to get the guidance they need. You could also include things in here like support information if that is relevant to you or contact details.

Creating the Web Resource

So, in order to display our configuration page, we need to create this as a web resource in Dataverse first! This is similar to how we might do this with logos in custom theming or icons in a model-driven app. You’ll want to create the web resource within the solution that you’re deploying or sending to customers/users to ensure they are able to then reference the resource when they look at your configuration page… not to mention them not wanting to be surprised with a message around missing dependencies!

Before you follow the steps below, make sure you have your HTML page ready to upload as a web resource. If you’re not too comfortable yet with HTML, there are lots of HTML generators online that let you drag and drop blocks and then generate HTML. Stripo is great at this for emails, but check out this wider search. If you’re not too bad with HTML, get in VS Code and get creating something! 🙂

For the purposes of this demonstration I’m going to use some very simple HTML to write two lines of text including a Header 1 line and a paragraph line. You can use the following if you’d like to just test this out.

<!DOCTYPE html>
<h1>My Configuration Page</h1>
<p>This is my configuration page for this solution!</p>

  1. Go to your solution and click new to create a new object

  2. Click More

  3. Click Web Resource

  4. Upload your HTML File

  5. Give your Web Resource a name

  6. Select the language under advanced options

  7. Save

Simple! Now your web resource is uploaded we can edit our solution settings and select our web resource as our configuration page

Setting the Configuration Page

Setting our configuration page is even easier than what we’ve already done! Simply follow these steps:

  1. Go back to solutions

  2. Select the vertical 3 dots on the solution you want to apply the configuration page to

  3. Click ‘Settings’

  4. Expand ‘More Options’

  5. Change your ‘Configuration page’ drop down to the web resource you’ve uploaded

  6. Click ‘Update’

Now, simply go to your solution, go to the overview tab and click ‘View Page’ under configuration page. Check it out! There you have your configuration page for your users to read with the guidance needed to configure the solution!

If this post helped, subscribe to my blog in the footer of this site, or comment below if you have any questions!

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