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Jonfarmer4999
Level: Powered On

Pulling Data From Dynamics 365 Filtering To One Record

I am very new to power apps but have a lot of developer experience in Dynamics 365. I am attempting to create a power app that when called from an opportunity record view displays some fields from that record. 

 

I am unable to find any information that gives a tutorial on this however I believe I need to filter the records that to display just the record with the GUID I am interested in. 

 

Can anyone point me in the right direction on how to accomplish this. 

 

TIA

 

Jon

1 ACCEPTED SOLUTION

Accepted Solutions
v-siky-msft
Level 10

Re: Pulling Data From Dynamics 365 Filtering To One Record

Hi @Jonfarmer4999 ,


Do you mean you want to display the details when selecting specific opportunity record? 

 

You can use gallery to display all records of opportunity, and use Form to show the details of each record. please refer to these docs:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/add-gallery

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/add-form

If you want to just display some specific records, you can use search() or filter() function to get that. For more reference: 

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

 

You can also focus on Learn Path, you will learn new skills and discover the power of PowerApps with step-by-step guidance in there. https://docs.microsoft.com/en-us/learn/browse/?products=powerapps&page=1

Best regards,

Sik

View solution in original post

4 REPLIES 4
v-siky-msft
Level 10

Re: Pulling Data From Dynamics 365 Filtering To One Record

Hi @Jonfarmer4999 ,


Do you mean you want to display the details when selecting specific opportunity record? 

 

You can use gallery to display all records of opportunity, and use Form to show the details of each record. please refer to these docs:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/add-gallery

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/add-form

If you want to just display some specific records, you can use search() or filter() function to get that. For more reference: 

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

 

You can also focus on Learn Path, you will learn new skills and discover the power of PowerApps with step-by-step guidance in there. https://docs.microsoft.com/en-us/learn/browse/?products=powerapps&page=1

Best regards,

Sik

View solution in original post

Jonfarmer4999
Level: Powered On

Re: Pulling Data From Dynamics 365 Filtering To One Record

Thank you for your reply @v-siky-msft 

 

What I am trying to acheive is to launch the power app from an Dymanics opportunity record page. This would pass in the guid of the entity record and the power app would use this to pull back required data from the connector for that record. There is no gallery as I am only interested in the record that the user launched the power app from. 

 

I have looked at the Filter option but I don't know where in the power app editor I enter the Filter. I have tried to enter it into the function are at the App level but that doesn't seem to work so I am stuck. Are you able to help?

Jonfarmer4999
Level: Powered On

Re: Pulling Data From Dynamics 365 Filtering To One Record

Hi again,

 

Since my last reply I have managed to achieve what I was attempting. 

 

Thank you for your help.

rthompsoneu
Level: Powered On

Re: Pulling Data From Dynamics 365 Filtering To One Record

Hi Jonfarmer4999,

 

You seem to have resolved an issue that I am currently having using Dynamic 365 using powerapp.

 

Would you please share what you did.  I am finding that there is a lot of sharepoint examples but not Dynamic 365.

 

I have a Sample Group entity, Sample Group Detail entity (This is the entity that will get updated) and Sample Entity (The Sample entity is the combo box items.

 

I need to pass the sample group GUID to the powerapp from Dynamice 365 using javascript (This I can do). 

 

The powerapp will select the existing items from the "Sample Group Detail" entity and load the data into the DefaultSelectedItems on the combo box. 

 

If the user decided to delete or add new sample codes.  I need to add/delete from the "Sample Group Detail" entity.

 

When the "Sample Group Detail" entity is being updated I need to store the "Sample Group" GUID on the "Sample Group Detail" entity because this is a lookup on the "Sample Group Detail" entity.

 

Thanks

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