I am sharing my first post on Powerapps which is integrated to D365 FO using Microsoft Flows.
What is PowerApps ?
Well… you will get ample information on this topic when you browse. I am given a brief intro of it.
“PowerApps connects to the cloud services and data sources you’re already using, giving you the ability to quickly build apps that suit specific needs – building on skills you already have. You can share apps instantly with your co-workers across the web, tablets, and mobile devices. PowerApps also integrates with Microsoft Flow, making it possible to trigger workflows from within apps. PowerApps can be simple and fast – capable of producing an app in minutes that pulls in data from Excel or a cloud service. But PowerApps is also robust and enterprise-grade, ready for complex requirements like tracking assets across a corporation and tying into your backend systems.”
In order to implement the above concept, I gave a try to Invoice a Sales Order from Powerapps using MS Flow.
Given below the steps :
- Created a simple class (picture 1 )to include the logic of Sales Order Invoice. This class will be used in flow as service. There are two parameters for this method – Sales Id and the DataareaId.
- Microsoft flow refers the entities which are exposed.So let us create a new method in the entity “SalesOrderEntity” (Picture 2) in order to consume this method for posting.
3. Now let us move to Microsoft flow . Create a new flow with blank template and name it.
4. Enter the instance value. In the Action , the look up shows the new method which was created in the SalesOrderEntity . Since we have created the method with two parameters, those fields will be populated in the next columns.
5. These values can be either hard coded or can be taken as input from powerapps. On clicking the field, there is an option which pops on the right side . Select “Ask in PowerApps”
6. Now Microsoft flow is ready to be integrated.
7. It is also possible to test this flow independently before integrating with powerapps.There is an option to TEST
8. Now the main part is configuring the powerapps to consume this flow which we have created.
Before that , we need to bring the flow to powerapps. In the action tab, Click FLOWS and add the new flow . Create a new button in the screen and name it as “Invoice”. In the OnSelect event of the Invoice button, Call the name of the flow followed by Run . This should have 2 parameters which is the current SalesOrder and the DataAreaid.
Now, the integration is done.
Save the App and publish it. It can be tested from Mobile. On clicking the button, user will see the SO has been confirmed.