Customer experience | Sales, Customer Insights,...

How to create a shareable component for Microsft Dynamics Sales?

(3) Share

Report

Posted on by FM-25091515-0

Hi All,

We would like to create a custom component which our customers can install into their MS Dynamics Sales accounts. Ideally the component would be displayed as an additional "card" within their Contact or Opportunity views, for example, as "Our App" here:

The component app would access our API to display information which is related to the associated contact or opportunity.

Is this possible? Which technology is needed? Would Power Apps or the Power App Component Framework be used for this? Or something else?

If anyone has a link to a super simple example app (i.e., just a "Hello World" app), I would greatly appreciate it!

Thanks. :-)

All responses (2)

Answers (0)

Suggested answer

Amit Katariya007 8,596 Super User 2024 Season 1 on at

Like (1)

Report

How to create a shareable component for Microsft Dynamics Sales?

Hello User,

Just create a Custom page and add it to the section.

We font need any power apps if we don't have any inputs from end user.

Thank you,

Amit Katariya
Suggested answer

Sachin Jadhav 131 on at

Like (0)

Report

How to create a shareable component for Microsft Dynamics Sales?

This is a classic scenario for using "Embedded Canvas App".

You can find more information about embedding canvas app on model driven app form(Like the one in your screenshot) here.

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/embedded-canvas-app-add-classic-designer

Have a look at this article where author has explained building a sample embedded canvas app.

https://www.crmcrate.com/power-apps/tutorial-for-embedding-canvas-app-in-dynamics-365-crm/