Showing posts with label ERP. Show all posts
Showing posts with label ERP. Show all posts

Wednesday 8 March 2023

How to consume data from Dynamics 365 Finance and Operations in Canvas App?

 To consume data from Dynamics 365 Finance and Operations in a Canvas app, you can follow these steps:

  1. Create a new connection to Dynamics 365 Finance and Operations in Power Apps. To do this, click on the "Connections" tab and then click on "New Connection." Search for "Dynamics 365 Finance and Operations" and select it.

  2. Authenticate your connection by entering your Dynamics 365 Finance and Operations credentials.

  3. Once your connection is created, you can start building your Canvas app. To add data from Dynamics 365 Finance and Operations, add a new data source by clicking on "Data sources" and then clicking on "Add data source."

  4. Select the Dynamics 365 Finance and Operations connection you just created.

  5. Choose the entity or table that you want to use as a data source. You can do this by selecting the entity from the dropdown list or by searching for it.

  6. Once you have selected your entity, you can add fields to your app by dragging and dropping them onto the canvas.

  7. You can now use the data from Dynamics 365 Finance and Operations in your app. For example, you could use it to display a list of customers, create invoices, or update product information.

  8. To display the data from Dynamics 365 Finance and Operations in a particular format, you can use various controls and functions available in Power Apps, such as galleries, forms, and filters.

  9. Finally, test your app to ensure that the data from Dynamics 365 Finance and Operations is being displayed correctly.

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