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Posts Tagged ‘Canvas App’

Canvas App using Dynamics On-premise data

November 19, 2019 Leave a comment

Last week there was a question on my blog to check for the options to build a Canvas App which consumes CRM on-premise data.

To answer this, Power Apps has connectors (CDS and Dynamics 365) to communicate with Dynamics online but there is no built-in Dynamics on-premise connector.

However there are options to connect Canvas app with Dynamics on-premise, which are listed below.

Using ‘Gateway’ to connect to SQL on-premise DB:

  • This option is about connecting to Dynamics SQL DB using on-premises data gateway.
  • The on-premises data gateway acts as a bridge to provide quick and secure data transfer between on-premises data PowerApps.
  • Refer my blog on steps to use gateway and build a Canvas App.
  • Limitation:
    • With ‘Gateway’ option we can only view Dynamics data in PowerApps.
    • There is no way to add or modify Dynamics data using the current PowerApps gateways.

Using ‘KingswaySoft’ connector:

  • KingswaySoft SSIS Integration Toolkit for Dynamics 365 includes components to integrate with CDS.
  • Using the ‘CDS Connection Manager’ we can easily connect and bring data into and out of CDS.
  • Once data is in CDS, we will be able to leverage this data with PowerApps.
  • Any updated data being generated with PowerApps will be reflected in CDS which can then be retrieved and synced with your Dynamics on-premise instance.

Integrate on-premise environment with the CDS:

  • Its the same approach, ‘KingswaySoft’ connector leverages but this option is manual integration.
  • Integrate the on premise environment with the CDS–in effect setting up a hybrid environment, where you have a copy of your configuration in the cloud as well as your on premise CRM, and create a bi-directional integration to synchronize data changes between the two environments.
  • Limitation:
    • There will be potential delay for record changes to synchronize between the On-premise and CDS.

Refer the article for more details.

🙂

 

[Step by Step] Canvas App using on-premise SQL server as Data Source

June 15, 2019 1 comment

In this post, lets see how to build a Canvas App with data from on-premise SQL Server.

Using Gateways ,data can be transferred quickly and securely between a canvas app and an on-premises data source, such as an on-premises SQL Server database or an on-premises SharePoint site.

Lets get started to configure a Gateway and read the on-premises SQL Data which acts as a Canvas App’s ‘Data Source’.

Prerequisites:

  • SQL Server with a Database and a simple table.

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  • Dynamics 365 subscription. Subscribe to 30 days trail here.

Configure a ‘Gateway’ to on-premise SQL Server:

We need to install ‘On-Premises Data Gateway’ service on the machine with ‘SQL Server’.

  • Connect to PowerApps maker portal using your Dynamics 365 credentials.
  • Go to Data -> Gateways and click on ‘+New gateway’ button.

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  • You will be redirected to downloads page and click on ‘Download’ under ‘On-Premises Data Gateway’ section.

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  • Download and click on the ‘GatewayInstall’ application.

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  • Provide your Dynamics 365 email (i.e., User ID) and click ‘Sign in’ to connect to Power platform.

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  • Provide your desired gateway name,recovery key and click ‘Configure’

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  • You will end up with below success screen.

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  • We are done with Gateway configuration.
  • If you go to the ‘Services’ on your machine, you should see ‘On-premises data gateway service’ up and running.

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  • Go back to PowerApps portal and refresh the ‘Gateways’ and you should see the configure gateway.

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Create a Canvas App:

As we completed ‘Gateway’ configuration, the next step to create a Canvas app and connect to on-premises SQL server using the ‘Gateway’.

  • Click on ‘+Create’ and choose ‘Canvas app from blank’

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  • Provide the ‘App name’ and click on ‘Create’

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  • Now we need to establish the connectivity between Canvas App and SQL Server.
  • Click on ‘Connect to data’ and select ‘SQL Server’ from the list.

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  • Choose ‘Connect using on-premises data gateway’ option and provide the SQL server, Gateway details and click ‘Create’.

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  • Select the table (i.e.,Contact) and click ‘Connect’ which creates a new ‘Data source’.

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  • Now add a Gallery component and map the ‘Data source’.

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Additional Details:

  • To install the ‘Gateway’, machine should have minimum configuration mentioned here.
  • Gateway installs as ‘On-premises data gateway service’ on the server. Make sure this service is running all the time.
  • Along with service, a desktop application by name ‘On-premises data gateway’ gets installed. You can enable logging and manage settings using this application.

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🙂