Requirement: Create and Edit the customer groups on a simple mobile Power app.
1) Mobile device with Internet
2) Login for Power App website and D365 access.
Below steps to be followed to achieve the requirement :
Step 1: Login to Power App website with your user
Step 2: Select Dynamics 365 Phone Layout
Step 3 : In Connections tab click New Connection and select Dynamics 365 for Operations
Step 4 : Click Create Button
Step 5 : In Next screen It will show you all the data-set’s which you have access, select a appropriate data-set
Step 6: Choose a table you want to use in your App and click Connect
Step 7 : App screens are created and will be shown to you
Step 8 : Click File and save as and then Name your app and slick save
You can save app to cloud as well as in your PC.
Step 9 : You are done with your part of basic development in Power App web site.
Download the Power app from play store.
Step 10 : Login with the same credentials in you app, and you can see the App created in your Power App website on your mobile PowerApps.
Sending the Customer Group records (D365) to Outlook:
Step 1: Login to the Azure portal https://portal.azure.com with your credentials
Step 2: Search Logic App, and click on it
Step 3: Click create button on the right corner below
Step 4: Give Name and select an Existing resource or create a new resource group and click create
Step 5: Select Blank logic app
Step 6: Perform the following steps :
1 Create request
2 Create Response
3 Take Dynamics 365 operations and select get records
4 Sign in with your credentials
5 Add instance and Entity Name
6 In next step add office 365 outlook and sign in with your credentials
7 Add To, Subject and Body (Give the field names that needs to be send via mail)
8 Save the Logic App Designer
9 Click run, Once the Logic app runs successfully you will see all the green check marks
Below steps will guide you to add D365 excel addin to your Excel
Browse the below link, and Click Add button
Click on Open in Excel link
Click on Open Office (desktop) as shown in below screenshot
It will prompt you a window, as shown in below click yes
Excel will be opened and asked for Enable, Click on Enable
After clicking the Enable a window will be opened on right side of excel to login to your D365 account,
Paste the Same URL in server URL, click on Ok
Login to your D365 account and copy the URL till XXX.dynamics.com
It will ask you to confirm the changes, on clicking the Yes button it will be redirect you to sign in page
login with your account details which is using for D365
Table Extensions :
The following table lists each table method and its events.
|Published Table method
||Executed when a delete operation is performed on a table object, before the operation is committed to the underlying database table
||Executed when an insert operation is performed on a table object, before the operation is committed to the underlying database table
||Executed when a read operation is performed on a table object.
|| Executed when an update operation is performed on a table object, before the operation is committed to the underlying database table.