Using Full Page Apps in Dynamics 365 Finance

-



Have you ever wanted to put a website or a model-driven Power App in one of your existing Dynamics 365 Finance workspaces or forms?  You might already know you can create a new workspace with a website, but did you know you can add the website to an existing workspace?

Here is an example of the Vendor invoice entry workspace with the Invoice Capture Power App embedded.
Prior to using this feature, you need to turn on "Saved views support for workspaces" in feature management.

Once this feature is enabled you can follow the following steps to add the Invoice Capture app or any model-driven Power App or website to an existing workspace.
  1. Open the vendor invoice entry workspace
  2. From Options - choose Personalize this page
  3. From personalize menu - select the 3 dots - and then Add an app
  4. Once that is selected (the screen goes gray) - click on the section header where you want to add the app (in my example I put it in Links)
  5. On the Add an app menu - choose Website
  6. Give it a name (my example: Invoice Capture) in the URL - paste the URL from the web page you want to use
  7. Click OK and make sure to save the View on the workspace.  Make this new view your Default
If you are adding a model driven power app you might want to turn off the navigation bar and command bar.  To do this simply add "&cmdbar=true&navbar=off" at the end of the URL.

Here is a short video showing how to use this feature.


Comments

Post a Comment

Popular posts from this blog

Creating a date table with a fiscal year in your Power BI data model

-
Image
There are many different articles available on Time Intelligence in Power BI.   Many new users to Power BI do not really understand the importance of having a date table in their data model.   I have spoken on this topic on many different occasions and continue to receive a lot of questions about the topic.   In this article I am going to try and cover a few tips on how to work with dates in your Power BI model. Many new users simply use the Auto Date & Time function of Power BI.   This function automatically creates a hidden date table for each field in the model with a date or date/time data type.   This function is enabled by default and it allows for slicing by Year, Quarter, Month and Day.   The problem with Auto Date and Time is that it only works with a standard calendar (Jan to Dec).   It requires a datetime column in the fact table.   It does not work with multiple fact tables and it does not support time intelligence calculations (YTD, MTD, etc.).   So there must be
Read more

Showing the last 12 months based on a date slicer

-
Image
When working with financial and sales data, clients often ask for charts showing the last 12 months of data.  This is actually very simple using relative date filtering. In addition, they might ask to compare to the same month last year.  With a simple DAX calculation (SAMEPERIODLASTYEAR) it is possible to add this measure. Here is the formula: Same Month Last Year = CALCULATE(Sum(Sales[SalesAmount]),SAMEPERIODLASTYEAR('Date'[Datekey])) For many users this is all they need.  The chart will update each month and they will always be able to see the last 12 months.   However, this chart will not work with date slicers.   If the client adds a date slicer to the page and selects just one month, the chart will be limited to one month. The reason the chart is limited to one month is because the date dimension relates to the sales fact table and it filters the data for the selected month. However, this is not what
Read more