Embedded Canvas App into Dashboard Dynamics CRM 365

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Joseph Macwan

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DESCRIPTION

Power app is a powerful tool for Dynamics CRM Development services. In this blog, we will develop Power App and integrated it into Dynamics CRM Dashboard. When the user/CSR logs in to the dashboard, it will see the record that is assigned to the user.

After the development gets completed, we will see the below output.

Step 1

Go to https://make.powerapps.com and create a blank Canvas App save that app with name.
In this example “Show All Account with Contacts”.

Step 2

Click on the App menu and select OnStart Action, then add the following code.

Step 3

Insert the Data table from the menu adds into to the canvas app add the below code in the data table Item properties.

In this example Data table name “tblAccount”

Notes - AsType(Owner,users).User it lookup reference of User Entity.
For more information:- AsType and IsType functions in Power Apps

Step 4

Add the columns into the data table, we will this all record which assigns to me.

Step 5

Add Reload Icon into canvas app which can use for refresh/ to see latest record for the user.

Step 6

Click on Reload icon and add the below code in Select Action.

Step 7

Add the label to next to Reload icon it will show login user name and assign the variable Full name into Text properties of label

In this example “Rohit Kumar”

Step 8

Add one label to put header of App.

Step 9

Save all the change of App then Publish it.

Step 10

Create a new web Resource name “Canavasapp.html” into Solution “Canvas App” and below code.

Step 11

We also required an app scheme name. We can get this into the solution “Canvas App". This Scheme name we used in the HTML page below the line of code.