Customer Engagement Meets the Business Central Experience

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At JourneyTEAM, we strive to provide new Microsoft users with a smooth, modernized user experience by seamlessly integrating first-party apps with Microsoft’s Power Platform. We aim to do this with little disruption to existing business processes as possible. 

 

One way we’ve achieved this is with Lead to Cash scenarios. A sales representative who’s using Customer Engagement while simultaneously viewing an invoice shouldn’t have to switch between platforms or email accounting to view an invoice’s data.  

 

Viewing and analyzing an invoice can be done at the same time by creating a Canvas App and embedding it within the Customer Engagement application. This tool then consumes a connector within your Business Central environment and displays the desired data.  

 

Please note the aforementioned connector was a custom-built connector designed to leverage web services from Business Central’s API. More information on this customer connector can be found in the JourneyTEAM blog post: Integrating Business Central with Dataverse”.

How to Build and Embed a Canvas 

First, create a solution. Then add the invoice form and table to the solution. 

 

 

Next, make the necessary modifications using the classic form editor experience.  

 

A description field is available for each individual section. To embed a Canvas App, select any text field within the form. 

When the description field is selected, click on ‘Change Properties’, then the Controls tab, and finally ‘Add Control’. 

 

 

Ensure that each control experience is turned to this specific control. Select ‘Customize’. This will prompt the Maker environment in the Canvas App to open. By default, it adds:  

 

  • An invoice table connection in Dataverse 
  • Form control to this connection
  • The current invoice record as the form item 
  • ModelDrivenFormIntegration which interacts with the form and invoice in context 

 

From the left-hand navigation menu, select ‘data control’ then the Business Central Customer connector. Data from the BC Sales Invoices and Lines can then be loaded into collections. 

Our team utilized a timer to signal App load to perform data retrieval. The main reason for this was the App would not completely load a collection to the App load. To set the code for Timer OnTimerEnd, use the code below: 

 

Select ‘Data Table’ control for the BC Sales Invoice. 

Insert an additional ‘Data Table’ control for the BC Sales Invoice Lines. Our team sets the data control to show ERPData variables, which ensures that each control only loads when data is loaded.  

 

Finally, you’ll save and publish the new Canvas App, completing the process. Users are now able to add any fields from a custom control and view ERP data within Dynamics 365 without navigating to another platform.  

Need More Help? Contact JourneyTEAM 

For those with additional questions or who are interested in taking a deeper dive into Microsoft’s solutions, contact a JourneyTEAM representative. We’re happy to answer additional questions or put together a Customized Solutions presentation for interested parties.  

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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