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Dynamics 365 – PowerApps

PowerApps is a service for building and using custom business apps that connect to your data and work across the web and mobile.

PowerApps enables power users in line of business roles to easily build and deploy business apps – without the time and expense of custom software development.

In this article, I am going to create a simple PowerApp which allows me to work with my Case records.

Step by step creating App:

  • Subscribe for 30 days trail of Office 365
  • After sign up, on the Home page, select “PowerApps”
Power-app-office-365

Power-app-office-365

  • It will take to ‘PowerApps’ home screen.
  • To create new App, click on “New app” and from the popup,
    • If you have machine running on Windows 8 or Windows 10, Choose “PowerApps Studio for Windows” which will take you to Store to download the App
    • Choose “PowerApps Studio for Web” to design in browser.
Create-new-app

Create-new-app

  • I chose “PowerApps Studio for Windows” and downloaded the “PowerApps” from Windows Store
Microsoft-store

Microsoft-store

  • After download, launch the “PowerApps” studio.
  • As we are creating App to work with CRM Cases, choose “Dynamics 365” as your Data Source
Connect to Dynamics 365

Connect to Dynamics 365

  • Choose the ‘Dataset’ as your Organization (Its “MS” for me)
  • Choose the ‘Table’ as “Cases” entity and click on “Connect”
Connect to Organization Data Set and Cases Table

Connect to Organization Data Set and Cases Table

  • Studio opens up the designer with default screens (i.e.,Browse, Details, Edit) for Case’s  records.
Layout screens

Layout screens

  • You can add/remove fields or icons on the screens or create a new screen.
  • Once the design completes, click “ File -> Save” to save the App
Save the App

Save the App

  • I saved the App as “My First App”

Run the App:

  • Go to PowerApps home screen and select the App to run.
My App

My First App

  • Click the App and it will run and pull the Cases from my Dynamics 365 organization.
My first app running

My first app running

Share the Power App:

  • Also, App can be shared across the Organization or to specific Users.
  • Select the App and click on ‘Share’ option
Share-the-app

Share-the-app

🙂

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