The Business Central Experience Meets Customer Engagement

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JourneyTEAM is always looking for new ways to architect a seamless user experience with little integration effort for first-party apps within the Microsoft Business Applications ecosystem. Specifically, we’re looking for a way to build these experiences while utilizing the Microsoft Power Platform as the overlaying technology. 

 

Recently, we’ve found another way to accomplish this in the Lead to Cash process. For example, a sales-person working in Customer Engagement and reviewing customer invoices shouldn’t have to switch between multiple programs to view valuable accounting data. We’ve found that by creating and embedding a Canvas App within Customer Engagement model-driven app form eliminates the need to switch between platforms. 

 

The embedded app consumes a connector* from your organization’s Business Central Environment and uses it to display the requested data. 

 

*Please be aware that the connector in this process was custom-built and used to leverage API web services from Business Central. More information can be found in the blog post titled “Integrating Business Central with Dataverse”.

 

Build and Embed a Canvas App 

To start, ensure that you’re in the maker experience view. From there, build your solution and insert the invoice table as well as the invoice form. 

To customize the form, you’ll need to switch to the classic form editor experience.  

Next, add a single description field to the desired section. A Canvas App can be embedded by selecting any text field within the form.  

Next, you’ll want to add your controls. To do this, select a description field, click on ‘Change Properties’, and select the Controls tab. Finally, click on ‘Add Control’. 

 

Change all control experiences to this specific control. Next, click ‘Customize’. The Maker environment for the Canvas App will then open and add the default settings. These settings include: 

  • A Dataverse invoice table connection 
  • The ModelDrivenFormIntegration object which interacts with the record and form 
  • Form control for this specific connection 
  • The current invoice record as your item in the form 

After you’ve set the field properties, you’ll want to select the data control from the left-hand side, then select the Business Central Customer connector. This is where you’ll load data from your BC Sales Invoice and Invoice Lines into Collections. 

 

Note: If you have trouble with this step as JourneyTEAM did, set a timer to signal the App load to perform the retrieval. The code for setting the Timer OnTimer End is as follows: 

Select ‘Data Table’ to add a control for your BC Sales Invoice. Do the same for your BC Sales Invoice Lines. 

Finally, it’s recommended to set each data control to show ERPData variables, which prompt the controls to load only after data is loaded. Select ‘save’ and ‘publish’ and that’s it! Your Canvas App is now embedded and will show valuable ERP data directly within Dynamics 365.  

 

JourneyTEAM Helps You Do More 

If you have questions or would like to learn more about this integration, contact a JourneyTEAM representative. In addition to answering all of your questions, we’ll also put together a customized solutions presentation for your business that shows how you can benefit from Microsoft solutions. Contact us today! 

 

NEXT STEPS:

  1. Join a free consultation and ask all the questions you wish.
  2. Plan your Deep Dive meeting – Get your organization’s Customized Solutions presentation.

 


Jenn Alba - Marketing Manager - 801.938.7816

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

 

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