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mjx
Frequent Visitor

How can I link powerApps canvas to CRM sales record

I have a canvas app, I need to populate its data based on the sales record I open in CRM sales. or how can I tight it to a record in CRM.

 

 

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GarethPrisk
Resident Rockstar
Resident Rockstar

You may have intended to create the canvas app as an embedded app, for use within a model-driven app.

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/embed-canvas-app-in-form

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/embedded-canvas-app-guidelines

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/embedded-canvas-app-add-classic-d...

 

You can also pass a parameter to your existing app, to help it contextually load the app for that record. However, the main advantage of an embedded app is that it is tightly coupled with the record/form, and allows for a very contextual and record-tailored experience.

With your standalone app, you'll need to ensure you have all the same entities and a way to redirect/filter to the correct record.

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-param

 

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