Connecting to Your Financials Data to Build a Business App Using PowerApps

You can make your Finance and Operations, Business edition data available as a data source in PowerApps.

Note

You must have a valid account with Finance and Operations, Business edition and with PowerApps.

To add Finance and Operations, Business edition as a data source in PowerApps

  1. In your browser, navigate to powerapps.microsoft.com, and then sign in.
  2. In the left navigation pane, choose New App.
  3. Choose your editor, PowerApps Studio for Windows or PowerApps Studio for Web.

    PowerApps Studio for Windows is a desktop application used to create and publish PowerApps. The PowerApps Studio for Web is the online solution used to create and publish PowerApps.

  4. The next step to create a PowerApp is to select your data. Choose the Arrow icon then choose the New connection option in the upper left side of the page.
  5. In the list of available connections, choose Dynamics 365 for Finance and Operations, Business edition.
  6. PowerApps will display a connection page that prompts you for the information that is required to connect to your Finance and Operations, Business edition data. To connect, you must specify an OData URL, username, password, and company name.

    For the OData URL, you can copy the OData V4 URL of any of the web services that are listed in the Web Services page in Finance and Operations, Business edition, such as https://mycompany.financials.dynamics.com:7048/MS/ODataV4/.

    For the Company Name, use the name that is shown in the Name field in the Company Information window in Finance and Operations, Business edition. If your Finance and Operations, Business edition contains multiple companies, choose the relevant company name from the list in the Companies window. In both cases, make sure that the name that you specify in the PowerApps wizard matches exactly the text shown in Finance and Operations, Business edition, such as My Company.

    For the username and password, use the name and web service access key that are specified for your account in the Users window in Finance and Operations, Business edition. For example, your username is ADMIN, and the web service access key that serves as your password is EgzeUFQ9Uv0o5O0lUMyqCzo1ueUW9yRF3SsLU=.

  7. Choose the Connection button to continue. PowerApps will display a default dataset for Finance and Operations, Business edition. Choose the Default dataset.

    PowerApps will display a list of tables that are available from Finance and Operations, Business edition. These tables, or end points, represent all the web services you have published from Finance and Operations, Business edition.

    Alternatively, create a new web service URL in Finance and Operations, Business edition by using the Create Data Set action in the Web Services page, using the Set Up Reporting Assisted Setup guide, or by choosing the Edit in Excel action in any lists.

  8. Choose the table that you want to use for your PowerApp, and then choose the Connect button.
  9. Repeat the previous steps to add additional Finance and Operations, Business edition data to your Power BI data model.

    Note

    Once you have successfully connected to Finance and Operations, Business edition, you will not be prompted again for the OData URL, username, or password.

At this point, you have successfully connected to your Finance and Operations, Business edition data and are ready to begin building your PowerApp. For more information, see the PowerApps documentation.

See Also

Welcome to Dynamics 365 for Finance and Operations, Business edition
Importing Business Data from Other Finance Systems
Setting Up Finance and Operations, Business edition
Finance