Embed PowerApps in Microsoft Dynamics 365 Finance and Operations

Embed PowerApps in Microsoft Dynamics 365 Finance and Operations

Here are quick steps to configure PowerApps with your Dynamics 365 Finance and Operations (D365FO) enabling scenario of showing status of various purchase orders either in D365FO or directly from your vendor when a browsing through vendor record.

1. To create connection to D365FO and PowerApps, select a form/web page and navigate to the breadcrumb on the right side top corner of your visual.

   Suggesting using "All Vendors" screen as below:

2.  

3. If haven't signed up PowerApps, could use a trial.

   Before creating a new app, let us setup the instance for information exchange.

4. In PowerApps, create a connection "Dynamics 365 for Operations" and select the environment.

    

   Next is to select a data entity (publicly available via OData) shown below and select the entity (called as table here)

5.  

   4. Configure data elements in PowerApps

6. 

5. Save the PowerApp to cloud

6. Get the appid from app using share option

7. Specify these details in D365FO when embedding PowerApp

Note*: We are passing here Vendor Account to get list of PO and their status.

8. Refresh the screen in D365FO and again click on PowerApps button to see your new app in action (up and running in no time)

9. Tips:

To leverage data sent from D365FO in PowerApps, follow the below visual and steps:

Go to BrowseScreen, in the OnStart function of the PowerApp, you could set the input data from Finance and Operations to a LOGICAL variable like this:

If(!IsBlank(Param("EntityId")), Set(FinOpsInput, Param("EntityId")), Set(FinOpsInput, ""))

This will create a Global variable named FinOpsInput to be used in your app.

To filter PO's coming from D365FO based on vendor selected, we need to apply filter.

Go to BrowseGallery, under data - items, specify the filter logic.

10. Test your app and information exchange: