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Posts tagged as “Flow”

Embedded Canvas Apps for SharePoint Documents

Starting to see a few requirements coming up from clients around surfacing documents in sub grids or being able to access documents through Embedded Canvas Apps for SharePoint from Dynamics 365 CE records.

Thought I would try implementing this through the use of Flow and specifically the OOTB SharePoint connectors. The connector I'm going to be using is the "Send HTTP Request to SharePoint" which allows to construct a custom request.

Essentially the process will involve the normal OOTB SharePoint integration with Dynamics 365 and will have the following steps:

  • Get GUID of current record through the form integration data
  • Query for the relative URL stored on the document location record related to the primary record (using Dynamics 365 connector, as at time CDS didn't have document locations)
  • Construct an HTTP request to SharePoint to retrieve the list of documents
  • Return the Array of documents to the PowerApp

Embedded Canvas Apps for Dynamics 365

Microsoft has released native embedding of Canvas Apps into Dynamics 365 forms. I believe this will change the way we implement solution for clients. It will allow bringing together of more data sources to the user via Microsoft Flow. The release is slowing rolling out the regions which includes Australia, Canada, India, or Japan as of December 2018. Most regions will have the functionality in January.

The link to the recent post is here: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/embed-canvas-app-in-form

To utilise the new feature in Dynamics 365 simply add a field or subgrid to the form. Via the change properties, under the controls tab a new Canvas App control is available.

I recently spun up a trial to check out the new feature and played around creating a simple embedded canvas app on the contact form.