Exercise - Create a model-driven app

  • 10 minutes

Scenario

In the exercise from the previous module of this learning path, you created the Prospects table in Microsoft Dataverse and imported the existing leads, now in this exercise you will use that data to create a model-driven app. If you do not have the Prospects table then refer to the previous exercise This app will allow the sales team to enter and edit leads on the go and keep the managers up to date on the current leads and forecasted revenue.

Create the model-driven app for the prospects table

After you have created the Prospects table from the previous exercise. You will need the Prospects table from the previous exercise to complete this exercise.

  1. Sign in to Power Apps by using your organizational account.
  2. Select the environment you want, or go to the Power Apps admin center to create a new one.
  3. On the Home page, select the Model-driven app from blank.
  4. Select Create.
  5. Enter the following and Select done.
    • Name: Prospect Entry
  6. Select the Open the Site Map Designer pencil icon to open the site map designer.
  7. Select New Subarea.
  8. On the right, for Title enter Prospects Area.
  9. Click the drop down for select a type, then choose Entity.
  10. For Entity, select Prospects.
  11. Select New Group.
  12. On the right, for Title enter Prospects Group.
  13. Click Save.
  14. Click Publish.

Creating a chart

  1. Select Charts.
  2. Select Create New.
  3. For the Chart Name, enter Forecasted Revenue by Stage.
  4. For Legend Entries (Series), check the box, and select the Forecasted Revenue column.
  5. For Horizontal (Category) Axis Labels, select the Stage column.
  6. Select Save and Close.
  7. Back on the App Designer, select the checkbox next to Forecasted Revenue by Stage.
  8. Select Save.
  9. Select Publish.

Creating the form

You can attempt to create a new form in the App Designer but if you run into any issues, you can follow the steps below to create a new main form.

  1. Go to the Power Apps Home Page, and on the left, Select Data.
  2. Select Tables.
  3. Locate and select the Prospects table.
  4. Select Forms.
  5. Select the drop-down arrow next to Add form, and then select Main Form from the drop down. A new window will open.
  6. Drag the Stage column from the right and place it below the Owner column in the center.
  7. Drag the Contract Amount column and place it below the Stage column.
  8. Drag the Probability column and place it below the Contract Amount column.
  9. Drag the Forecasted Revenue column and place it below the Probability column.
  10. Now select Forecasted Revenue and then select Change Properties on the ribbon.
  11. Select the checkbox for Read-only column.
  12. Select Save.
  13. Select Publish.
  14. Close the window.
  15. Select Done.