Create your first PowerApp! Connect to SharePoint Online List

PowerPlatform is the next big thing in

PowerApps comes with several Dynamics 365 licenses and make sure you have been assigned one as well as below –
license

Navigate to https://web.powerapps.com/ to go to the Admin Center and here you can simply start working on your first app.

In this scenario, I want to be able to read from my SharePoint Online list and make decisions based on what data is in the List
spList

Build your PowerApp from data

  1. Among the options to create your app from either Canvas or Model-driven, I’ll chose to build one based on data which is a Canvas type of application.
    startFromData
  2. Now, I’ll chose SharePoint’s Phone layout since I want to connect to my SharePoint Online site to be able to read from my lists
    selectSPApp
  3. Now, since I already have selected SharePoint connector, I’ll be creating a new connection on the next page.
    createSPConnection
    Since this example is for SharePoint Online, I’ll select Connect directly (cloud services).
  4. Now, since I already had accessed the SharePoint Site, it appears in my list. You can either connect to a new Site from + New Connection button on the left-hand side or enter a new SharePoint Site in the URL and click GO. Or even select a recently visited one like I did –
    selectSPSiteFromRecent
  5. Then, choose your list
    chooseList
  6. And it takes a few moments to build out your App. And when it’s ready to be worked on, here’s what you get.
    appIsReady

Understanding your App Designer space

Won’t be covering much details on what each tool does, but wanted to share how things are placed –

  1. On the left-hand side, the App pages/components are divided into three main sections. (Obviously, you are free to add and modify more screens as needed)
    defaultTreeView
  2. You can add several controls on these screens
    insertTab
  3. And these controls/components can be adjusted from the right-hand side pane as below
    customizeProperties
  4. That’s basically the most of the App basics you need to know at this point. I’ll post more posts on that later. 🙂

Publishing Your App & Share

Presuming that your app is now ready to go, her’s what you can do in order to publish

  1. Navigate to File, give a suitable Name to your App.
    appName
  2. Move over to Save and Save your App.
    saveApp
  3. Once Saved, Share the App.
    shareThisApp
  4. Once you click on Share, you can get to Add users who will have access to this App and you can chose their permission level.
    shareWithUser
    permissionSelection

Running your first PowerApp

Assuming you have installed PowerApps on your device and logged in with your credentials, you’ll see the App as below

And you can start working on your App already

Hope this was quick. And then there’s a tremendous lot to be done with PowerApps and leveraging the PowerPlatform!

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‘Based on entity’ folder structure in D365 SharePoint Online Integration

When you configure SharePoint Online integration for your D365 entities, while setting up, you see an option to either proceed to enable feature based on entity or not.

featuredImage

And you’re not sure what it means. Let’s quickly see that it stands for.

I assume you know that you’ll need to go to Settings > Document Management > Document Management Settings to enable SharePoint integration for selected entities.

DocManagement

Now, let’s look at the difference between them.

Folder Structure based on Entity

When you select based on Entity, you get 2 options – Account and Contact. There’s no more options.

basedOnEntity

Now, when the above is setup and when you put documents under an Opportunity, see below how the documents will be stored in SharePoint.

  1. The Opportunity Printers has a parent Account called as ‘Adventure Works’.
    addToOppAnd you add Document to this Opportunity.
    addDocToOpp
  2. When I add documents under Opportunity Printers, on the SharePoint site, it will be like –
    folderStructureAsEntity

Folder Structure Not Based on Entity

Note: I’m doing this in another instance for demo purpose.

notAsEntity

  1. When you don’t select and proceed as is, and you go to the Opportunity Printers and add you Documents to the record as below.
    addDocToOpp2
  2. You can see unlike the one based on Entity, these Documents have Opportunity at the root level and not the Account which is that Opportunities’ parent.
    folderStructureNotAsEntity

Hope that was straight forward!