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Frequent Visitor

Fast Add of Accounts To Custom Events

Hi,

 

Not sure if I'm putting this in the right place...

 

I work for a small non-profit that helps improve healthcare quality.  I have a custom entity for Events.  We've talked a bit about migrating to the Event Management components of D365, but our funding is extremely limited.  Our solution is a very simple entity that allows a user to describe an event.  On the form is an 'Event Participants' sub-grid that captures Account attributes for Accounts that have attended an event.  These are in an Event Participants intersect.  The data entry form is just a look-up to select the Account.  Data entry is slow because the user clicks to add a participant, then selects one Account in the drop down, clicks "Save & Close" and repeats the process.  It's very manual and the users don't like it.  We have several thousand Accounts.  I was considering making and embedding a canvas app in place of the current Event Participation entry form.  The gallery would be the Account list, which can be filtered by the user (e.g. filter the list to Account Type = Nursing Home or Account State = MT, etc.).  When they click the 'arrow' to select a row, it inserts the Account into the related Event Participant table and appends the Event Name quickly with no back-and-forth.  I'm very new to canvas apps, and don't know if I'm on the correct path or not.  I'm a citizen developer that doesn't do a lot of coding work. 

  • Am I understanding the way that tool could be used? 
  • Does anyone have an example of something like this that is functional and they'd be willing to share?

Custom Events Entity Entry From & Sub-gridCustom Events Entity Entry From & Sub-gridEvent Participation Data EntryEvent Participation Data Entry

Thanks,

-George

3 REPLIES 3
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Super User III
Super User III

Yes, this is ideal for an embedded canvas apps. For actual examples of doing this, check out @PowerAddict guides on his blog. He has solved just about every quirk of embedded canvas apps that you can think of. https://thepoweraddict.com/category/embedded-canvas-apps/

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Kudo Commander
Kudo Commander

@gbrown  That is a good way of using the embedded canvas app to enhance user experience and productivity.

I did not come across an example of what you are looking for but there are a few examples of creating canvas apps for Dynamics 365 (or Common Data Service)

https://www.youtube.com/watch?v=s-zRH3LrcNw

https://www.youtube.com/watch?v=35QW6KcbsFU

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Administrator
Administrator

That is a good way of using the embedded canvas app to enhance user experience and productivity.

I did not come across an example of what you are looking for but there are a few examples of creating canvas apps for Dynamics 365 (or Common Data Service)

https://www.youtube.com/watch?v=s-zRH3LrcNw

https://www.youtube.com/watch?v=35QW6KcbsFU

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