Starting with Power Apps and Dynamics 365 Finance and Operations

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Have you ever created a power app that you wanted to link into Dynamics 365 Finance and Operations. Then this is the video for you.
Today I create a very simple power app and show you with a few lines of code how you can add that power app into D365 Finance and Operations and have the app filter data based on the record that you have selected in D365 F&O.
--Feel free to follow me in LinkedIn
/ scottmgaines

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Опубликовано:

8 июл 2024

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Комментарии : 46

@Scott-Gaines 3 года назад

How are you using PowerApps with Dynamics 365 Finance and Operations?

@adityasrivastava377 5 месяцев назад

The best Power apps video on Internet. Short and precise!

@saravananshanmugam5608 2 года назад

Good video to know about power apps...Thank you Scott.

@ramsesha4174 2 года назад

Nice and clear. Thanks.

@ArunKumar-xq5sw 3 года назад

Excellent one Scott! Very good and useful learning stuff for me. Thanks a lot.

@Scott-Gaines 3 года назад

Glad it was helpful!

@chadalthaus3866 3 года назад

Very helpful video, Scott! Thanks for putting it together. Your video was very helpful in understanding what's needed from start to finish to accomplish this. I was a bit confused before, but I understand it all now. Thanks again! As far as how to use embedded PowerApps, I just build a simple app to display D365 CE/CRM Opportunities related to Sales Orders in F&O.

@Scott-Gaines 3 года назад

That's great! Thank you for your comment!

@kameshk6188 3 года назад

Thank you so much for great video.

@Scott-Gaines 3 года назад

Thank you!

@NutradaBualuang 6 месяцев назад

Thx!! I find it for loooooong time,I love It!♥♥♥♥♥

@sritoxic 3 года назад

Clear and detailed explanation. super helpful video

@Scott-Gaines 3 года назад

Thank you!

@vijaysam6069 3 года назад

Nice one Scott! Very new for me :-)

@Scott-Gaines 3 года назад

Glad you enjoyed it

@kaliyugam_moksham 2 года назад

Thank you very much.your videos are really helpfull

@Scott-Gaines 2 года назад

You are welcome!

@BestWithIrfan5457 Год назад

Lot of help for me

@Memphans Год назад

Thank you for this greate demo. Did you add the d365 F&O to the Canvas App so you can access the D365 F&O tables?

@sritoxic 3 года назад

Scott, Can you please make a video on capturing and assigning the signature of users

@hugo_alves Год назад

Thanks for sharing! I just didn't get how to define which tenant my App will point to?

@lgmsampaio 2 года назад

When you are showing the Power Apps and D365 screens, is it blurry on purpose?

@eshop668 7 месяцев назад

Thanks Scott. May I know any module required on D365 as I could not access to Data Management and Azure,thanks

@leonw8885 3 года назад

Great video! It is really helpful and got me rethink about the Dynamics 365FO solution package to include Power App to optimize user experience. I got one question - when connect to a data entity/table using the D365 connector, how do i specify which entity/company it takes data from? For example, I have different customer lists in different legal entities and i only want to show customer list from a specific legal entity/company, assuming that my Power App is stand alone but embedded into D365.

@Scott-Gaines 3 года назад

That's a great question. I don't see any way through the connector to do it. Company doesn't seem to be part of the connector. When I tried it the only way I could exclude a company would be to filter it out. There may be a better way I just haven't come across it yet.

@leonw8885 3 года назад

@@Scott-Gaines Thanks for your reply! I will let you know if i ever find out a convenient way. From my search so far, the connector doesnt seems to support specifying data set based on company. CDS is probably the way to go if we want to achieve global data.

@kajanelango9533 2 года назад

Hi Scott, When I try do this my app, it dosen't filter on the customer number. I see the all the sales order.

@Abdelrhman2008 3 года назад

How we should know the field names that you have inserted into item ?

@walyconseil1838 2 года назад

Hi Scott, thank you, it's useful learning. do users need a FinOps licence to interact with the data ?

@Scott-Gaines 2 года назад

Yes you do if you're using virtual entities. That's how the security is controlled based on the user's security in FO.

@Molton11 3 года назад

Hello Scott, I connected my canvas PowerApp to D365FO. My goal is to be able to create purchase requisitions in my PowerApp and then submit it to D365FO, so it creates the record there. My problem is that I do not know how to fetch the number sequence ID from D365 to my PowerApp. I cannot just leave it blank and submit it as the purchase requisition field is mandatory. One thing would be maybe to set the number sequence ID to manual, but I also found there is no way to set up the purchase requisition number sequence...weird... Thank you, Lukas

@Scott-Gaines 3 года назад

Yes I've mainly been updating records. I'm not sure yet how to grab a number sequence and add it when you add a record. That's a good question. When I figure it out I'll definitely do a video on it. If you figure a way please comment on this as I'd like to understand how that would work as well.

@Molton11 3 года назад

@@Scott-Gaines Sure, I will let you know. So far I have found a couple of people asking about this in the community forums, but no one has an answer for it. I will try to contact Shane Young.

@Molton11 3 года назад

Hey Scott, so I found the purchase requisition number sequence in Org.admin - Number sequences Purc_1 (wizzard name). The purchase requisition number is not accessible from AP/Procurement and sourc. parameters. You need to find the latest number and add +1 in power app submit form. Or you need to set up the number sequence to manual. Which is not a solution at all, because you do not want users to enter random numbers. I will try to find out some fetch number sequence formula which will give me the proper sequence number.

@BharatSingh-lt5pz 3 года назад

dear sir, where to learn dynamics 365 finance , and is it useful for accountant. please tell fees

@abdullakooheji Год назад

I need to create form and link it with Dynamics 365 Finance and Operations not a gallery. I try to do similar things, but it not works.

@mahammedrafia1269 3 года назад

Het scott!! Really great video,but when am trying to add the table it is adding but the data is not showing,its blank. May i know the reason.

@Scott-Gaines 3 года назад

When you add your gallery are you saying no data is loaded? You might check the data source and make sure it's linked to a correct source. Then check the data entity (side menu on the left) to make sure it's connected to the correct environment. If neither of those help you might just delete your gallery and re-add. Make sure when you add the gallery you pick a data source.

@mahammedrafia1269 3 года назад

@@Scott-Gaines Thank you so much for the reply..I will try these things.

@masterkeysolutions4444 3 года назад

fine .. v.good now we can read from dynamics 365 tables but, what about wright? is anyone know more info about my question? thanks in advance

@Scott-Gaines 3 года назад

Yes you can! Take a look at this video ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-uCycTn6g-EQ.html I talk about adding, updating and deleting records.