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SEATTLE DYNAMICS 365 CE USER GROUP Embedding a Canvas App inside a Model Driven

Seth T. Bacon • Technology Consulting Manager • RSM • PUG & D 365

Consulting Services © 2019 RSM US LLP. All Rights Reserved.

RSM North America consulting overview RSM offices in 85 U. S. cities and 4

Serving our clients’ global needs 6 © 2019 RSM US LLP. All Rights Reserved.

CANVAS APP IN A MODEL DRIVEN APP 7 © 2019 RSM US LLP. All

Power Apps - Canvas Vs Model Driven Apps Canvas • • • Start by

Power Apps - Use Cases & Features Use Case • • • Display Sales

Known issues and limitations with embedded canvas apps • The canvas app custom control

Resources • HOW TO EMBED A CANVAS APP IN A MODEL DRIVEN APP IN

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RSM North America consulting overview RSM offices in 85 U. S. cities and 4 Canadian cities Worked on 2, 500 middle market transactions 146 partners/principals Over 2, 400 consulting professionals One of the largest Microsoft Gold Partners in the U. S. #1 Net. Suite 5 consulting partner in the U. S. © 2019 RSM US LLP. All Rights Reserved. Member of the Institute of Internal Auditors Principal Partner Program 2, 300+ clients across the country $555 million in revenue in FY 18

Power Apps - Canvas Vs Model Driven Apps Canvas • • • Start by designing a User Interface for your app Power. Point design, Excel formula functionality Pulling multiple data sources together into one app Creating a completely custom UI More flexibility with development of functions and controls Model Driven • If you are familiar with Dynamics 365, you have been working with model-driven apps and you haven’t even realized it! • Creating your data source from scratch • Grouping business or use case functionality together into one app • Business process flows that guide users through a common business process © 2019 RSM US LLP. All Rights Reserved.

Power Apps - Use Cases & Features Use Case • • • Display Sales and ERP data along side open source data • Create Word documents • Create/Update records in relational database Multiple Data Sources on one screen Trigger Flow Embed in Dynamics 365 Embed in Power BI Embed in Teams © 2019 RSM US LLP. All Rights Reserved.

Known issues and limitations with embedded canvas apps • The canvas app custom control is only supported for use with the Web client type. Currently, the Phone and Tablet client types aren't supported. • When you create a new record, an embedded canvas app on a form is not displayed even after the record is saved. • The Model. Driven. Form. Integration. Data object currently does not work with the Display form and Edit form controls. • You can’t use the Canvas App privilege in a security role to grant app users access to either an embedded or standalone canvas app. For more information on sharing an embedded canvas app, please refer to: Share an embedded canvas app. • If you write back the same data that is being displayed in the host model-driven form, the form will continue to display old data until it is refreshed. An easy way to do that is to use the Refresh. Form method. • If you do not see the Intelli. Sense for the methods to perform predefined actions in embedded canvas apps that were created prior to the functionality being made available; save, close and re-open the app. https: //docs. microsoft. com/en-us/powerapps/maker/model-driven-apps/embedded-canvas-app-guidelines#enable-an-embedded-canvas-app © 2019 RSM US LLP. All Rights Reserved.

Resources • HOW TO EMBED A CANVAS APP IN A MODEL DRIVEN APP IN POWERAPPS • Guidelines on working with embedded canvas apps • Embedded canvas apps can now Navigate, Refresh and Save the host form • Pass the current record as data context to an embedded canvas app • Pass a list of related records as data context to an embedded canvas app 11 © 2019 RSM US LLP. All Rights Reserved.