I love sports! I am also a passionate and enthusiastic Microsoft business applications professional. I have been involved in numerous projects both big and small – in multiple roles. My primary learning from all these experiences is to have a strong focus on the end-users of the solutions. Deliver solutions that provide measurable business benefits. I have started my own PowerPlatform consultancy practice to put into action these learnings.
Do you wish that creating connections in a Model Driven App wasn’t so ‘clicky’? Have a look at this canvas PowerApp I mocked up as a concept for capturing connections. It allows you to view the records from the various entities and can navigate to the existing record back in your model driven form! This app, with a bit of polish, will save you and/or your customers $$$!
The app is designed to be embedded on a Model Driven Form (your Dynamics 365 Customer Engagement Contact for example). So, if you add it to your Contact form, select a role, and who they should be related to, you can then easily add the connection. If you have never embedded a Canvas App on a Model Driven Form, this details how to achieve it.
*NOTE: that currently the entities that the connections can be associated to are ‘hard coded’ in the app (Account & Contact). You will need to change the entities to your specific needs or extend the app to be fully configurable. Enjoy! 😊
✅ Navigate to make.powerapps.com
✅ Select the environment you want to deploy the app into and then select ‘Apps’ from the left hand navigation
✅ Click on ‘Import canvas app’ and select the file you have downloaded
✅ For the Import Setup, select to create as new
✅ Navigate back to the Apps to find it in the list, then open it in Edit mode to review how it’s working, or Play to use it
✅ The app will connect to the CURRENT environment, so the one in which you selected in the second step above
✅ Add the Canvas App to a Model Driven form, and you are can now use it
Download the app below to get started!