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Extending Dynamics 365 Finance and Operations Apps with Power Platform

You're reading from   Extending Dynamics 365 Finance and Operations Apps with Power Platform Integrate Power Platform solutions to maximize the efficiency of your Finance & Operations projects

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Product type Paperback
Published in Jan 2024
Publisher Packt
ISBN-13 9781801811590
Length 274 pages
Edition 1st Edition
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Author (1):
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Adrià Ariste Santacreu Adrià Ariste Santacreu
Author Profile Icon Adrià Ariste Santacreu
Adrià Ariste Santacreu
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Table of Contents (18) Chapters Close

Preface 1. Part 1: Dynamics 365 Finance and Operations and Power Platform FREE CHAPTER
2. Chapter 1: Dynamics 365 F&O and Low-Code Development 3. Chapter 2: Dual-Write and Virtual Tables 4. Part 2: Extending Dynamics 365 F&O with Power Platform
5. Chapter 3: Power Automate Flows in Dynamics 365 6. Chapter 4: Replacing F&O Processes with Power Automate 7. Chapter 5: Building Automations and Integrations 8. Chapter 6: Power Apps: What’s in it for Finance and Operations Consultants? 9. Chapter 7: Extending F&O Apps with Power Apps 10. Chapter 8: Power BI Reporting for Dynamics 365 F&O Apps 11. Part 3: Adding AI to Your Flows and Apps
12. Chapter 9: Integrating AI Builder 13. Part 4: Dataverse and Power Platform ALM
14. Chapter 10: Environment Management 15. Chapter 11: Solution Management 16. Index 17. Other Books You May Enjoy

Embedding a Power Apps app in a finance and operations form

There are some scenarios where we can extend the functionality in F&O using a Power Apps app inside F&O. Not only do we embed the app, we can also complement F&O with a Power Apps app, which uses data from F&O.

Next, we’re going to learn how we can let the Power Apps app know which record in F&O to use to show the corresponding data in the app.

Passing the app context

What is exactly the app context? When we embed a Power Apps app inside Dynamics 365 F&O, we expect it to show us the relevant data depending on the active F&O record. So, if, for example, we embed an app that displays the open transactions of a customer in the customer’s form, we would expect to see only the transactions of the customer that we have selected.

We can achieve that thanks to two variables that are passed from F&O to Power Apps:

  • EntityId: When we embed the app in a form, we select...
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