Exercise - Create the customer financial details app in Power Apps

  • 10 minutes

This exercise is written to use the Cronus sample company from the US version of Business Central. You might need to make adjustments to the steps if you use the sample company from your country or region.

Scenario

CRONUS has decided to create a small app for phone devices with financial details about customers from Dynamics 365 Business Central to support their sales force in the company with the most recent financial details.

You are the IT manager at CRONUS, and are asked to make this app, but not to engage external developers. You decide to create this app as a canvas app in Power Apps, as it doesn't require coding and the API for customer financial details in Business Central exists by default.

Tasks

  1. Start with Power Apps.

  2. Create a connection to Business Central.

  3. Connect with the API in Business Central.

  4. Change the name in the gallery.

  5. Remove the ID field in details card.

  6. Test the app.

  7. Save and share the app.

Steps

  1. Start with Power Apps.

    1. Open Power Apps in your browser.

    2. Click +Create in the left menu.

    3. Select Other data sources from the Start from data group.

  2. Create a connection to Business Central.

    1. In the Power Apps Studio, select + New connection in the Connections pane.

    2. In the Connections pane, choose Business Central connection.

    3. Select Create.

  3. Connect with the API in Business Central.

    1. In the Choose a dataset pane, choose PRODUCTION - Cronus USA Inc.

    2. In the Choose a table pane, select customerFinancialDetails.

    3. Click Connect.

  4. Change the name in the gallery.

    1. In the Tree view on the left side, select LblAppName1.

    2. In the right-handed pane in the Text box, delete the exiting value and enter Customer Financials.

  5. Remove the ID field in the details card.

    1. Expand the DetailScreen1 in the Tree view.

    2. Select the DetailForm1 in the Tree view.

    3. In the right-handed pane, select the Edit field.

    4. In the Fields pane, click the ellipses button (...) for the ID card.

    5. Select the Remove command.

    6. Select the Close icon on the Fields pane.

  6. Test the app.

    1. Click F5 to try out the app in preview mode.

    2. Select the Close icon to close preview mode.

  7. Save and share the app.

    1. Select File on the menu bar.

    2. Point to Save in the left menu.

    3. In the name box, enter Customer Details.

    4. Select the Save button.

    5. Select the Share button.

    6. In the Share Customer Details pane, in the Enter a name, email address, or Everyone box, enter everyone and select Everyone in company from the list of contacts that appears.

    7. Click Share.

    8. Close the pane.