using the power platform to extend finance and operations apps
TRANSCRIPT
Using the Power Platform
to Extend Finance and
Operations Apps: Part 7: Power Apps Portals
Rachel Profitt
Vasavi Bhaviri Setty
Rachel [email protected]
Sr. FastTrack Solution Architect
Twitter: @rachelprofitt
www.linkedin.com/in/rachelprofitt
www.dynamics365lady.com
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1. Describe use cases for using Power Apps Portals with Finance and Operations
apps.
2. Demonstrate an example of a Power App Portal that integrates into Finance
and Operations apps.
3. Demonstrate examples of Portals using Finance and Operations data
4. Review DO's and DON'Ts for designing Power Apps Portals with Finance and
Operations apps.
What it doesn’t cover
1. Detailed licensing and authentication aspects
2. Canvas apps or Model-Driven apps
3. Detailed aspects of dual write, data integrator,
or virtual entities4
Agenda: Topic 1: Use Cases for Canvas Apps
1. Use Cases for Power Apps Portals
2. Getting Started with Power Apps Portals
3. Employee Self-Service Portal
4. Demo – Customer Portal
5. Demo – Manufacturing Industry Accelerator
6. DO’s and DON’Ts
7. Checklist and resources
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Agenda:
Agenda: Topic 1: Use Cases for Model-Driven Apps
1. Use Cases for Power Apps Portals
2. Getting Started with Power Apps Portals
3. Employee Portal
4. Demo – Customer Portal
5. Demo – Manufacturing Industry Accelerator
6. DO’s and DON’Ts
7. Checklist and resources
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Agenda:
Power Apps Portals Use Cases
Customer Portal• B2B Portal• Create orders
• Look up orders
Employee Portal• Company pulse/social media
feed
• Company and employee resources
• Request system for HR and IT
Vendor/Supplier Portal• Vendor application• EDI configuration portal
• Pricing and product portal
Links Customer Portal for D365 SCM Manufacturing Industry Accelerator
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7
Driven Apps
1. Use Cases for Power Apps Portals
2. Getting Started with Power Apps Portals
3. Employee Self-Service Portal
4. Demo – Customer Portal
5. Demo – Manufacturing Industry Accelerator
6. DO’s and DON’Ts
7. Checklist and resources
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Agenda:
Process for Creating a Power Apps Portal
1• Provision a Portal
2• Create Webpages
3• Create Page and Web Templates
4• Create Web Files
5• Create Content Snippets
6• Create Entity Lists and Entity Forms
7• Configure Security
Learning Path: Get Started with Power Apps Portals
Learning Path: Extend Power Apps Portals
Learning Path: Administer Power Apps Portals
Learning Path: Work with Power Apps Portals
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Connecting your Power App Portal Data to Finance
and Operations Apps Data
Dual Write
Synchronous,
bidirectional
integration of
data between
CDS and
Finance and
Operations
Apps
Data Integrator
Asynchronous,
one-directional
integration of
data between
CDS and Finance
and Operations
Apps
Virtual Entities
Access to any
public data
entity in Finance
and Operations
Apps for CRUD
operations
Power Automate
Ability to
orchestrate data
and business
process
automation
between 400+
native
connectors10
Overview of Power Apps Portals
Use any of the commercial or enterprise login providers like Microsoft Account, LinkedIn, Azure AD B2C etc or even allow anonymous access.
Pro dev extensibility and templating capabilities to design complex business processes.
Low code solution to create multilingual, responsive websites for internal employees and external users.
Use WYSIWYG designer to create website content and enrich with CDS/Dynamics data using familiar constructs like forms, views, charts, dashboards.
Use prebuilt templates like Customer Self Service, Partner Management, Event Management, Community Self Service or create your own portal.
Supports 43 base CDS languages (everything except
RTL) and language variations (like English(UK),
French(Canadian) etc)
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Provision a Portal
1. Open Power Apps
2. On the left menu, select + Create.
3. Select Portal from blank.
4. Provide a name for the portal.
5. Provide a unique address (URL) for the
portal.
6. Select the language.
7. Select Create to start the portal
provisioning process.
8. After portal provisioning has
completed, the portal will appear in the
list as an app of type Portal.
9. Select the ellipsis (...) next to the portal
app name and then select Browse to
open the portal website.
Links Portals provisioning process Manufacturing Industry Accelerator 12
Create a Webpage
1. Open Power Apps maker portal
2. Click Apps, select the portal
app and select Edit.
3. Select New Page on the
command bar
4. Choose a layout.
5. Enter details on Properties pane
and the page will be saved
automatically.
6. You can add several
components to the web page
such as Text, Images, Iframe,
Power BI reports, Forms, Lists
and so on.
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Build side navigation
Update web link set:1. Select Portal Management app
from maker portal.
2. Locate Web Link Sets, select Secondary Navigation record.
3. Select Links tab and select NewWeb Link. Enter appropriate
information for Product A. Repeat the same steps and add a web link for Product B, save and close.
On the webpage, add a Two-columns section component. Select the left component and click on source code editor.
Add the below code to the Code Editor and save and close.
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Create and Edit Forms
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1. Open Power Apps
2. Click Data > Entities.
3. Select the entity you want
to edit.
4. Click the Forms tab.
5. Select the form you want
to edit, or click Add form
to create a new view.
6. Drag fields or components
from the Field list into the
view or remove existing
fields from the grid.
7. Click Save and then click
Publish.
Create and Edit Views
1. Open Power Apps
2. Click Data > Entities.
3. Select the entity you want
to edit.
4. Click the Views tab.
5. Select the view you want
to edit, or click Add view
to create a new view.
6. Drag fields from the Field
list into the view or
remove existing fields
from the grid.
7. Click Save and then click
Publish.16
Add Entity form to your Portal
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1. Open Power Apps
2. Click Apps, select the
portal app and select Edit.
3. Select a webpage from
Site Navigation.
4. Select Components from
toolbelt and insert Form.
5. On the Properties pane,
enter Name, select the
Entity from dropdown list.
6. Select a created form for
Form layout.
7. Select Mode from options
Insert/Edit/Read-Only
Add Entity list to your Portal
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1. Open Power Apps
2. Click Apps, select the
portal app and select Edit.
3. Select a webpage from
Site Navigation.
4. Select Components from
toolbelt and insert List.
5. On the Properties pane,
enter Name, select the
Entity from dropdown list.
6. Select the previously
created view for Views.
7. Select from options if you
want to enable
Create/Edit/View/Delete
records.
Web forms
19Links Understand Web Forms Configure Web Forms Quick video
1. Gathering guide through
a set of steps in a
process
2. You can have previous
and next buttons
3. A progress bar indicating
the progress of
completion.
4. It has sub-grids and you
can add related record
information.
5. You can add
customizations or logic
using JavaScript
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Agenda: Topic 3: Employee Self-Service Portal
1. Use Cases for Power Apps Portals
2. Getting Started with Power Apps Portals
3. Employee Self-Service Portal
4. Demo – Customer Portal
5. Demo – Manufacturing Industry Accelerator
6. DO’s and DON’Ts
7. Checklist and resources20
Agenda:
Capabilities for Employee Self-Service
Manage your profile (office
details, building, car details
for parking)
Working Time (Leave
Requests Mgmt., Clock-
in/out)
Benefits and Payroll HR Personal Information
(Address, Bank, Family Data,
Personal Data)
Career and Job (Skills,
Certifications, Performance
Reviews, Talent, Recruiting,
Procurement – Equipment
Requests)
IT Requests Travel and Expense Corporate Training
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Agenda: Topic 3: Demo – Customer Portal
1. Use Cases for Power Apps Portals
2. Getting Started with Power Apps Portals
3. Employee Self-Service Portal
4. Demo – Customer Self-Service Portal
5. Demo – Manufacturing Industry Accelerator
6. DO’s and DON’Ts
7. Checklist and resources22
Agenda:
Capabilities for Customer Portals
Account and User
Management
Customized
Catalogs/Product
Mgmt./Pricing
Quote and OrderingAccount Balance and
Payments
Returns Mgmt. Knowledge Base Case Management Chatbot
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Demo – Customer Portal
Agenda: Topic 3: Demo – Manufacturing Industry Accelerator
1. Use Cases for Power Apps Portals
2. Getting Started with Power Apps Portals
3. Employee Portal
4. Demo – Customer Portal
5. Demo – Manufacturing Industry Accelerator
6. DO’s and DON’Ts
7. Checklist and resources25
Agenda:
Manufacturing Industry Accelerator
Steps Components of the Solution
Manufacturing Industry Accelerator
Model-Driven App
Vendor Invoice Header Virtual Entity
Vendor Invoice Line Virtual Entity
New Webpages
Vendor Bank Account Entity, Views, and
Forms
1
• Create entities, views, and forms
2
• Enable virtual entities and update view and forms
3• Create new webpages
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Demo – Manufacturing Industry Accelerator Portal
Agenda: Topic 5: DO’s and DON’Ts
1. Use Cases for Model-Driven Apps
2. Getting Started with Power Apps – Model-Driven Apps
3. Demo – Building Model-Driven Apps
4. Demo – Power Apps Embedding
5. DO’s and DON’Ts
6. Checklist and resources
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Agenda:
DO’s and DON’Ts for Power Apps Portals with Finance and Operations Apps
DO’s
✓ Define security for your application
elements.
✓ Use managed solutions.
✓ Use the Portal checker.
✓ Assign entity permissions for your
external facing data.
✓ Define and configure your authentication
based on business needs.
✓ Start from a portal template if possible.
DON’Ts
Dual write data for a portal unless the
data is needed by the business logic in
the portal.
Give everyone access to all your entities
and pages.
Opt for early updates in production
portals
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Agenda: Topic 6: Demo – Checklist and Resources
1. Use Cases for Model-Driven Apps
2. Getting Started with Power Apps – Model-Driven Apps
3. Demo – Building Model-Driven Apps
4. Demo – Power Apps Embedding
5. DO’s and DON’Ts
6. Checklist and resources
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Agenda:
Use and adjust this baseline checklist
Application Lifecycle Management TechTalk
Getting Started with Power Apps Portals
licenses
solution
portal template deploy a blank portal
Virtual Entities
Dual Write
tables views forms
Build and extend your Power Apps Portals
Configure security for your users and your Power App Portal
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Accessible online learning for citizen developers, IT admins and professional developers.
Step-by-step guidance and extensive documentation from high level conceptsto advanced topics.
Structured learning journeys guide makers through scenarios with a gamified badging system.
Start learning today: https://docs.microsoft.com/en-us/powerapps/for resources by customer persona
Start learning
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5 steps to your first app!
• Get started free:
https://make.powerapps.com/home
• See what our customers are doing
• Attend an AIAD session
• Use our guided learning
• Use a template to solve a problem
Need help?
• Visit our support page
• Ask about Power Apps premier support
options.
• Microsoft services offering for a Power
Platform COE: http://aka.ms/coeforpp
Start innovating
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Leverage partner expertise
Search and test drive partner solutionsStandalone apps to extensions. Over 5000+ apps to browse at appsource.microsoft.com or find solution showcases at https://powerapps.microsoft.com/
Partner consulting services From packaged consulting offerings to general services, search and find experts near you: https://appsource.microsoft.com/
Attend a partner led app in a dayFree one-day workshops where you will learn how to create custom business applications: https://aka.ms/AIADEvent
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Accelerate with community
Join our communityAsk questions and engage: https://powerusers.microsoft.com/t5/Forums/ct-p/PA_Comm_Forums
Local Power Apps user groupsGreat way to network, grow your skills, discover opportunities and have fun
Join online or find a user group to join near youhttps://www.powerappsug.com/home
Power Platform summitDelivers the can’t-miss annual conference for users of the Microsoft Power Platform: Find one near you: https://www.powerplatformworldtour.com/home
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Power Platform adoption & guidance
Power Apps Trial Power Automate Trial Power BI Trial Power Virtual Agents Trial
Create your first app
Canvas App
Model-driven app
Flow
Dashboard
Chatbot
Training labs
App in a Day
Flow in a Day
Power Virtual Agents in a Day
More Power Platform labs
Browse documentation
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Power Automate
Power Virtual Agents
Power BI
Common Data Service
Connectors
Overview
Power Apps
Power Automate
Power BI
Power Virtual Agents
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Additional adoption & guidance
Discuss ideas, share best practices, and get help from the community
Learn how to nurture the growth of Power Platform in your organization with the
Power Platform Center of Excellence Starter kit
Guidance for governing, securing, deploying, and supporting applications built with
Power Apps and Power Automate
Community Forum
COE Starter Kit
Whitepaper
Set of links to help novice, intermediate and advanced users learn Power PlatformLearning Resources
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of Power BI Accelerate with Power BI
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Thank you!
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