Merging the Dynamics Customer Engagement and Business Central Experience

Updated: Apr 8

Customers adopting the Microsoft Business Applications ecosystem are often looking for a streamlined user experience with little effort in integrating these first-party apps. As a Microsoft Business Central Gold Partner, we strive to architect such experiences leaning on Microsoft’s own Power Platform to be the overlaying technology.


One example scenario exists in Lead to Cash situations. A sales-person using Customer Engagement and viewing an Invoice should have visibility into accounting data around the invoice with having to switch between programs or email accounting.


This can be accomplished by creating and embedding a Canvas App in the Customer Engagement model-driven app form. The Canvas App can consume a connector from your Business Central environment and display the appropriate data.


Note: the connector consumed was a custom connector built to leverage the Business Central web services API. For more on why we used a customer connector, see my blog on “Integration Options for model-driven apps (Dataverse) and Business Central”.


Creating and Embedding a Canvas


In the maker experience, create a solution and add the Invoice table and the Invoice form.



Modify your form. For this type of action, you must switch to the classic form editor experience.’

Add the description field to a section by itself. In order to embed a Canvas App you can choose any text field on a form.



Select the Description field, click “Change Properties”. Click on the Controls tab. Click “Add Control”.



Turn all the Control experiences to this control. Then click “Customize”.

This will open up the Maker environment for Canvas App. It will add by default:

  1. Connection to the Invoice table in Dataverse

  2. Form control connected to this connection

  3. The item in the Form by default is the current Invoice record

  4. A custom object called ModelDrivenFormIntegration for interacting with the record and form in context



Click the Data control from the left-hand menu bar and click the Business Central Customer connector.



Load data from the BC Sales Invoice and BC Sales Invoices Lines into Collections.

We had to set a timer to fire upon App load to perform the retrieval. This was due to some issues with the App not loading a Collection completely upon App load. Set the code for Timer OnTimerEnd as follows:



Add a “Data table” control for the BC Sales Invoice.



Add a “Data table” control for the BC Sales Invoice Lines.


For each of the data controls, I set the visible to show ERPData variable so the controls only load once data is loaded.

Save and publish the Canvas App.

And that’s it! With the ability to add any of the fields retrieved from the custom control a user can view ERP data right within the Dynamics 365 for Customer Engagement experience.



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.



GET STARTED. Click the form below:




Why JourneyTEAM


JourneyTEAM is an award-winning consulting firm with proven technology and measurable results.

As a Microsoft Gold Partner, we have extensive knowledge of each of Microsoft’s products including Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and can help you tailor the software to fit the exact needs of your organization. We have solutions for solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. JourneyTEAM specializes in the industries of Finance, Media & Communications, Capital Equipment, Manufacturing, Installation, and Service. Whether you’re looking for total project support or someone to help you along the way, JourneyTEAM will provide the exact level of support you need. Contact us today to get started. www.journeyteam.com

Some of Our Awards:

  • 2019 and 2020 Microsoft US Partner of the Year for Business Central and Media & Communications

  • Microsoft awarded us the 2020 Crystal Eagle Award (Top 5 in the world) for Business Central

  • Okta Certified Professionals

  • VARS Stars 2019 and 2020 Winner

  • 2020 Inc Magazine Best Places to Work



Written By:



Valter Herman, CRM Principal Solutions Architect valter.herman@journeyteam.com (720) 432-7919

(417) 894-3649







Derek Finlinson, CRM Developer

Derek.Finlinson@journeyteam.com (801) 938-7820 (801) 709-1728

833-438-2312
info@journeyteam.com

CORPORATE OFFICE UTAH

121 W Election Rd #300

Draper, UT 84020

--------

Nashville, TN

Salinas, CA

Houston, TX

Pittsburgh, PA

Concord, NH

High Point, NC

Baltimore, MD

Louisville, KY

St. Louis, MO

Waukesha, WI

JourneyTEAM White and Color.png
VAR_Star_logo White.png

VAR STARS
2020 WINNER

  • White LinkedIn Icon
  • White Instagram Icon
  • White Facebook Icon
  • White YouTube Icon
  • White Twitter Icon

Microsoft Dynamics 365, SharePoint, Cloud, ERP, Field Service, Business Central, CRM and Marketing Consultant in Utah and Tennessee. Microsoft Gold Partner and Okta top 20 World-Wide Partner. © 2020 JourneyTEAM. All Rights Reserved. Privacy Policy Terms and Conditions