Create a Mobile App from an Excel Workbook with PowerApps

PowerApps are powerful! One of the great features is to be able to connect to an Excel spreadsheet and literally turn it into an app that you can use on your phone. Here we will go through just how to do that. First, let’s create an Excel workbook. I have one that has a list of Customers (fake numbers, of course!): Select the range of your data, and then Home->Format … Continue reading Create a Mobile App from an Excel Workbook with PowerApps

Enabling Flow on Dynamics 365 Forms and Site Map

To enable Flow in Dynamics 365, go to Settings->Administration and System Settings: Select Show Microsoft Flow on forms and in the site map: Click to Enable: You will then see Flows. Click to Create a flow: This will take you to below. Click Continue: You may see “When a record is select (deprecated)”: Click Delete: Add a new Trigger, searching for Dynamics 365: Select your D365 Org: Click to add … Continue reading Enabling Flow on Dynamics 365 Forms and Site Map

PowerApps – Using a Model Driven App on Your Smartphone

To access a model-driven app from a mobile device, you have 2 options: Download and install the Dynamics 365 mobile app Access your organization from a web browser To access through the mobile app, first install the app and log in. You will then see a list of published apps: Select an app to use it. Here we are selecting an app we previously created: When using the website on … Continue reading PowerApps – Using a Model Driven App on Your Smartphone

PowerApps – Create a Model-Driven App

In this post we will go through creating a model-driven app. These types of apps are different from canvas apps, which we created in a previous post. Log into https://web.powerapps.com/. In the bottom right, select Model-driven apps: You should see something like below. Select + New app: You will probably receive this message, as we have not yet created any databases – “No database found. To work with apps, you need … Continue reading PowerApps – Create a Model-Driven App

PowerApps, Canvas Apps, Model Driven Apps, Common Data Service and Dynamics 365 Explained

Microsoft has made several exciting new releases and updates to its PowerApps and Dynamics 365 platforms. In this post, we will explain what the different types of PowerApps are and the differences between Canvas Apps vs Model-Driven Apps. We will also discuss the Common Data Model and the Common Data Service, and what the new Common Data Service for Apps exactly is. We will then show how Dynamics 365 ties this … Continue reading PowerApps, Canvas Apps, Model Driven Apps, Common Data Service and Dynamics 365 Explained

PowerApps – Install Model-Driven Sample Apps

To install the model-driven PowerApps samples, you will first need to install a new environment if you have not already done so. Go https://admin.powerapps.com/ and select New Environment. We will call ours Sample Apps Environment: Click to Create Database: Enter currency and language. Ensure “Include sample apps and data” is checked and click Create database: Now go to https://web.powerapps.com/ and change the design mode to Model-driven: Click on Apps, and you will … Continue reading PowerApps – Install Model-Driven Sample Apps

PowerApps Part 4 – Adding a Flow to an App

In our previous posts, we created a PowerApp that displays accounts from Dynamics 365, that a user can select and update. In this post we will extend that app to call a Flow. This is an extremely powerful capability of PowerApps, in that you can easily integrate with other systems and automate processes such as sending an email that can be wired to your PowerApps buttons with no code. Let’s … Continue reading PowerApps Part 4 – Adding a Flow to an App

PowerApps Part 3 – Using an App on a Smartphone and Web

In our previous posts, we created an app that connects to Dynamics 365 and showed how to configure the app settings, share the app with users and publish the app. In this post, we will use the app on a smartphone and on the web. A nice feature of PowerApps is that when you create an app for mobile, you don’t need to go through the additional step of registering … Continue reading PowerApps Part 3 – Using an App on a Smartphone and Web

PowerApps Part 2 – Publishing and Sharing an App

In our previous post, we created a PowerApp that connects to Dynamics 365, displays a list of Accounts and allows a user to select an account and edit it, thereby submitting the change to Dynamics 365. In this post we will show how to publish the app, share it with different users, and use it on a smartphone. Let’s edit the app and prepare it for publishing. First, we want … Continue reading PowerApps Part 2 – Publishing and Sharing an App

PowerApps Part 1 – Creating an App from Scratch

PowerApps is “a service for building and using custom business apps that connect to your data and work across the web and mobile”. Put simply, think about the scenario where you would like to build an app, such as one that you have on your smartphone. Normally, this would be a complex task and would probably involve developers and heavy coding. Microsoft has created a service that allows apps to … Continue reading PowerApps Part 1 – Creating an App from Scratch