Embed PowerApps apps
In Platform update 14, Microsoft Dynamics 365 for Finance and Operations supports integration with Microsoft PowerApps, a service for developers and non-technical users to build custom business apps for mobile devices, tablets, and the web without writing code. PowerApps developed by you, your organization, or the broader ecosystem can then be embedded in the Finance and Operations client to augment the product's functionality. For example, you might build a PowerApp to supplement Finance and Operations with information retrieved from another system.
To learn more about embedding PowerApps, watch the short How to embed PowerApps in Dynamics 365 for Finance and Operations video.
Adding an embedded PowerApp to a page
Before embedding a PowerApp into the Finance and Operations client, you first need to find or build a PowerApp with the desired visuals and/or functionality. We will not describe the detailed process for building a PowerApp here. The Introduction to PowerApps topic is a good starting point if you are new to PowerApps.
When you are ready to embed a specific PowerApp, you can choose between one of two ways of accessing the PowerApp on a page, whichever route better fits your scenario. The first way is through the PowerApps button that has been added to the standard Action Pane. PowerApps added using this mechanism will appear as menu items inside the PowerApps menu button. When selected, each of these menu items will open a side pane that contains the embedded PowerApp. Alternatively, you may choose to show a PowerApp directly on a page as a new tab, FastTab, blade, or as a new section in a workspace.
When configuring your embedded PowerApp in Finance and Operations, you can select a single field that you want to send as input to the PowerApp. This allows the PowerApp to be responsive based on the data that you are currently viewing in Finance and Operations.
The following instructions show how to embed a PowerApp into the Finance and Operations web client.
- Go to the page where you would like to embed the PowerApp. This will be the same page that contains any data that needs to be passed to the PowerApp as input.
- Open the Insert a PowerApp pane:
- Click Options, and then select Personalize this form. Under the Insert menu, choose PowerApp. Finally, select the region where you would like to add the PowerApp. If you want to embed the PowerApp under the PowerApps menu button, choose the Action Pane. If you want to embed the PowerApp directly onto the page, choose the appropriate tab, FastTab, blade, or section (if you're on a workspace).
- If the PowerApp will be accessed using the PowerApps menu button, you can alternatively click the PowerApps menu button in the standard Action Pane, and then select Insert a PowerApp.
- Configure the embedded PowerApp:
- The Name field indicates the text shown for the button or tab that will contain the embedded PowerApp. Oftentimes, you may want to repeat the name of the PowerApp in this field.
- App ID is the GUID for the PowerApp that you want to embed. To retrieve this value, find the PowerApp on web.powerapps.com and then locate the App ID field under Details.
- For Input data for the PowerApp, you can optionally select the field that contains the data that you want to pass to the PowerApp as input. See the section later in this topic titled Building a PowerApp that leverages data from Finance and Operations for details on how the PowerApp can access the data sent from Finance and Operations.
- Choose the Application size that matches the type of PowerApp that you're embedding. Select Thin for PowerApps built for mobile devices, and Wide for PowerApps built for tablets. This ensures a sufficient amount of space is allotted for the embedded PowerApp.
- The Legal entities FastTab provides the ability to choose which legal entities the PowerApp is available for. The default is to show the PowerApp in all legal entities.
- After confirming that the configuration is correct, click Insert to embed the PowerApp on the page. You will be prompted to refresh the browser in order to see the embedded PowerApp.