Adding a Power App to a Tab Page in Dynamics 365 for Finance and Operations

With Platform Update 32 it has become possible to embed a Power App (or web page) directly in the form in addition to the ability to adding it to the ribbon.

In this example I have created a simple Power App that shows customer contacts and allows me to call them using Microsoft Teams. The Power App takes a customer account number as a parameter and filters the contacts list accordingly.

I would like to add this Power App to the customer details forms.

The Power App is added through personalisation. To kick-off the process I start the personalisation dialogue from my Saved View (My View) as shown above.

Subsequently, I select Add an app from the personalisation menu.

This brings up a gallery where I can choose between adding a Power App or a web site as shown in the following screenshoot.

After selecting Power Apps in the gallery, I must provide details about the app I am adding.

The Name field contains the name of the new tab page containing the app. The App ID is the GUID identifying the Power App. In the Input context for the app field I select the “Account – CustTable_AccountNum” value to pass the customer number to the app. Since the app should be available for all legal entities, I do not fill in the Legal entity access section.

Note: Since this is a personalisation, so remember to save the view before reloading the form. Otherwise, the personalisation will disappear.

As the following screenshot shows, the Power App has now been added to the form.

This is a very simple and effective way of adding contextual Power Apps to the standard user experience without customisation.

Please note that this feature is still in preview and future development will follow. For more information, please see this article.

Published by Henrik Marx Larsen

This blog is my personal contribution to the Microsoft Dynamics 365 for Operations and Finance (D365F&O) community debate. Having worked with Axapta / Dynamics AX / D365F&O for 20 years , I think I may have some interesting insights and views to share. However, I tend to always look forward so I will mostly be writing about current subjects. I have a vain hope that my musings may inspire some of you and provoke some new thoughts in the interest of our community. My day job is to work as a Senior Technical Specialist at Microsoft and help take D365F&O capabilities to new and existing customers. Please note, the views expressed in this blog are mine alone and do not necessarily reflect the views of my employer, Microsoft.

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