M09 - Embedded Canvas

Prévia do material em texto

Embed canvas apps
▪ In websites
▪ In SharePoint
▪ In Power BI
▪ In model-driven
Embedded Canvas Apps in model-driven
▪ Combine the benefits of 
canvas with model-driven
▪ Configured like a custom 
control
▪ Context of record from the 
hosting form
▪ Leverage connectors to 
integrate other services
Adding to form
▪ One enabled per form
▪ Enabled/disabled via 
properties
▪ Canvas app can be 
created from the form 
editor or start from the 
maker portal 
▪ Configurable on form 
fields
Choosing a field
▪ Embedded app is always associated with a field on the form
▪ Choose a field that always have a value to ensure your app will 
refresh to any change in data
Model-driven Control context
▪ DataSource property 
points to the parent 
entity of the hosting form
▪ Item property provides 
read-only access to 
hosting form record
▪ Data property is not for 
internal use
Working with related data
▪ This does not work:
ModelDrivenFormIntegration.Item.’Primary Contact’.’Full Name’
▪ These do work:
LookUp(Accounts, Account = GUID(First(ModelDrivenFormIntegration.Data).ItemId)).'Primary 
Contact'.'Full Name’
LookUp(Accounts, Account = ModelDrivenFormIntegration.Item.Account).'Primary Contact'.'Full Name'
Working with hosting form
 NavigateToMainForm(entityName, mainFormName, 
recordId)
 NavigateToView(entityName, viewName)
 OpenQuickCreateForm(entityName)
 RefreshForm(showPrompt)
 SaveForm()
Navigate to main form
Open Quick Create 
Navigate to view
Custom actions when host saves data
OnDataRefresh formula executes every time the host saves the data
Things to be aware of
▪Currently only the Unified Interface web client is supported
▪Publishing the form does not publish the canvas app
▪Canvas apps are not displayed when creating a record
▪App size can be adjusted from app settings
Power Apps + Power BI
▪Create User Dashboards
▪ Allows self-service user creation
▪ Add Power BI Tiles to dashboard
▪ Add full Power BI dashboard
▪Embed in Forms
▪ Can include context of record
▪ https://aka.ms/formpowerbi
Power BI in model-driven apps
https://aka.ms/formpowerbi
admin.powerplatform.microsoft.com
Steps to enable Power BI in CDS
1. Choose your environment
2. Settings
3. Features
▪ Must also share Power BI Dashboard with 
users
▪ Recommend 3 or less tiles loaded- control 
using LoadPowerBIContent
▪ Can pass parameters of type 
string 
▪ &$filter=<TableName>/
<ColumnName> eq "<Value>"
Power BI Tiles in Canvas Apps
Canvas apps in Power BI
Power BI Desktop can only use 
existing app, web can create 
new passing data
Canvas apps in Power BI
Canvas app in model-driven
Update and refresh
Bonus-Hide embedded app
Bonus-Open quick create 
form
Bonus- make the form you 
see here
Embed Canvas 
in Model-driven
Build Power BI dashboard
Create Power BI visual
Connect to Microsoft To-Do
Embed Canvas 
in Power BI