If you are new to PowerApps, please go through my previous blog

In this post, lets build an App with an Account Form and create the record in Dynamics 365.

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Prerequisite:

  • You must have a PowerApps account. Refer blog for details.
  • Create a Microsoft Flow with logic to create an Account record in Dynamics 365
  • Build an App and trigger Flow

Steps to create Flow:

  • Login to PowerApps Portal
  • Navigate to Business Logic -> Flows -> Create from blank

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  • In the new Flow screen, Choose Action, select ‘Dynamics 365’

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  • Select ‘Create a new record’ from Actions.
  • Now we need to put place holders in the fields which we pass data from PowerApp.
  • To add a place holder to ‘Account Name’ field, select the field, in ‘Dynamics content’ window, click on ‘Ask in PowerApps‘ button.
    • A new place holder will get added to ‘Account Name’ field.

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  • I repeated the above step for ‘Main Phone’ and ‘Description’ fields.

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  • Rename the Flow to CreateAccount and Save

Invoke Flow from PowerApp:

  • To know, how to create a new App and add controls to form, refer my earlier blog
  • To trigger the Flow, select the ‘Create’ button, go to ‘Action -> Flows’
  • From the ‘Data’ window, select the flow created in above section (i.e.,CreateAccount)

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  • On ‘OnSelect’ event of button, trigger the Flow ‘CreateAccount’ by calling ‘Run’ method and passing the 3 placeholder parameters.
    • CreateAccount.Run(txtName.Text,txtDesc.Text,txtMobile.Text)
  • Thats it, now its time to test the App

Test the App:

  • Press F5
  • Set the values and click ‘Create’

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  • Open the D365 App and you should see new ‘Account’ record.

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Refer my earlier article to build an App using Excel as Data Source.

🙂

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One response to “PowerApps – Create an ‘Account’ in Dynamics 365 from App using Flow”

  1. Tristan Avatar
    Tristan

    Hi Rajeev, Do you know or/and can explain to me how update a record like this ? I have created my App wit my Dynamics Cases Data and i use a Form with DataCards (for having my dynamics cases data) and i want to Edit some DataCard, click on a button and having them update in my crm.

    Thank a lot for your help.

    Tristan

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