I’ve managed to get one working really nicely. Hit a couple of snags though…
- I cannot seem to use the Patch method to update the record. more specifically Text fields update perfectly. But i cannot for the life of me get a lookup to update via patch, and so have had to resort to a flow which adds more complexity and problems.
- Deployment of the solution from environment to environment now has to be done via the powerplatform. Which is fine if you manually deploy. But we have a fantastic build/release process in DevOps that uses Scott D’s spkl runners. This is not redundant as the solution packager from MS does not include the canvas app and so import fails in the destination due to missing assets.
If you’re interested the canvas app show a list of records with a custom filter at the top (2 combo boxes and a text search box) to allow users to find a record from another entity (in this case they are on a case looking for a record to “Allocate” to the case). When the user clicks an item in the list they can review the detail then click allocate which “should” patch the case record and update a lookup field to link the allocated record to the case.
I will post my specific question around patching lookups in a separate thread, but just though you might like to know what i have found so far.
Haven’t tried it out myself. But this blog might give some clues on how to embed canvas apps into D365 forms and how it looks like.
Goes without saying that embedding canvas apps work ONLY in UCI and not the web-version.
@Chris, let us know how it goes!
Good blog post there.
I was surprised to see that you had to embed the apps via an iframe in a web resource, rather than being able to add them directly. Hopefully they will add in full native embedding that will enable easier passing of parameters and data.
@Chris – just curious about your use case – can you share any more detail on how you would use it and how it would work? Will there be a 2-way flow of data from the form to the app and back again?