How to Create PowerApps in Dynamics 365: Key Features, Major Components and Steps to Create

 

The Microsoft Dynamics 365 is a comprehensive platform designed to enhance organizational efficiency and customer relationship management. Microsoft PowerApps integrates seamlessly with Dynamics 365 function together that helps build custom business applications without coding. PowerApps in dynamics has been designed to automate tasks, improve workflow and to collect data efficiently. These apps are easy to create, customize, and share with users across the organization. In this blog, we will discuss how to Create PowerApps in Dynamics 365, features, components and some other important aspects in detail.

What is Microsoft PowerApps?

Microsoft PowerApps is a low code platform which is used to create custom business applications quickly for websites, mobile and tablet. Using it we can manage security, governance and operational controls from one unified environment. Microsoft PowerApps is a tool in Microsoft 365, integrating hundreds of online services that has been designed for business users and professional developers.

Key Features of Create PowerApps in Dynamics 365

Microsoft PowerApps is made with advanced features that helps medium to large size organizations to operate fastly. Let’s discuss some features.

  • Low Code Development App: Microsoft power app is a low code development app with a drag and drop interface.
  • AI-powered Assistance: Microsoft power app is built with AI-powered assistance and utilizes copilot to design apps.
  • Extensive Integration: It has extensive integration that supports connecting more than 500 data sources.
  • Cross-platform Access: It has cross-platform access that works across web browsers, IOS and android services.
  • User-Friendly: Being a low code app, both technical and non-technical users can create custom apps.

Major Components to Create PowerApps in Dynamics 365

Power app provides a high- productivity platform with “Low code- No code technology” for operational solutions in a business. Let’s discuss its four major components.

  • Canvas Apps: Canva app basically starts user experience crafting a high level tailored interface with blank canvas power offering option of more than 200 data sources. We can easily build canvas apps for web, mobile and tablet options and can also arrange user experience and interface according to you.
  • Model-Driven Apps: Model-driven apps start with data models that automatically generate great UI. While creating a model-driven app, you use all the power of the dataverse.
  • Portals: Portal helps to create external-facing websites and allows outside users of your organization to sign in.
  • Dataverse: Dataverse is a data platform, on which Dynamics 365 apps are built and helps to store or model business data. You can securely store and manage data using a set of standard and custom tables.

Elements of Power App to Create PowerApps in Dynamics 365

Power App involves three components to streamline data analysis and work flow automation. Let’s discuss the following points.

Power BI: Power BI offers real time insight to apply data-driven decision making.
Power Apps: Power apps offers users to create custom web and mobile apps with no code.
Power Automate: Helps to automate tasks and services.

Steps to Create PowerApps in Dynamics 365

To create PowerApps in Dynamics 365 is quite easy and all types of users can follow it with some basic knowledge. Steps to create PowerApps in Dynamics 365 are the following.

Login to Power Apps

  • Go to https://make.powerapps.com.
  • Select the correct environment.

Create a New App

  • Click Apps then select New App.
  • Now choose a Model-driven App.
  • Select Blank App.
  • Enter App Name.
  • Click Create.

Add Tables

  • In the App Designer, click Add Pages.
  • Select Table-based View and Form.
  • Select Dataverse Tables like account, contact or custom tables.
  • Click Add.

Customize Forms and Views

Select a table.

Click Edit form to:

  • Add or remove fields.
  • Arrange sections and tabs.

Edit Views to control list columns.

Save and Publish.

Configure Navigation

  • Arrange tables in the navigation pane.
  • Rename groups and tables if required.

Set Security Roles

  • Go to the Power Platform Admin Center.
  • Open Environment then select Security Roles.
  • Assign security roles that have access to the app and required Dataverse tables.

Save and Publish the App

  • Click Save
  • Click Publish
  • Click Play to test

Access the App in Dynamics 365

App appears in:

  • Dynamics 365 app launcher
  • Power Apps list

You can also pin the app to the Dynamics 365 app list for easier access.

Conclusion

In conclusion, To Create PowerApps in Dynamics 365 has many benefits to make it an effective platform for organization development in a modernized way. We explain steps to create PowerApps in Dynamics 365 which are user friendly, so users can customize all the necessary changes and test apps to confirm all requirements to the organizational environment.



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