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By: Janina Criador
- IT Guides
- April 27, 2023
- Comments 0
How to Embed a Canvas App in Dynamic CRM
In today’s business world, customer relationship management (CRM) software has become an essential tool for managing customer interactions and improving overall customer satisfaction. Microsoft Dynamics CRM is one such platform that offers powerful tools for businesses to manage customer data, automate sales processes, and deliver personalized experiences.
One of the key features of Dynamics CRM is the ability to embed canvas apps, which are custom-built applications created using Power Apps. Embedding canvas apps in Dynamics CRM enables users to access additional functionality and data, without having to switch between different applications. This feature can streamline workflows, improve efficiency, and enhance the overall user experience.
In this blog, we will explore the step-by-step process of embedding a canvas app in Dynamics CRM. Whether you are a Dynamics CRM user or a developer looking to enhance the platform’s functionality, this blog will provide valuable insights into embedding canvas apps in Dynamics CRM. So, join us on this journey and discover how this feature can transform the way you manage customer relationships and improve your overall business outcomes.
Canvas app helps us to provide user friendly UI through which we can enhance user experience in Model Driven App.
To attain our objective, we must adhere to the following guidelines:
- Firstly, we must generate a necessary canvas app utilizing any data source, and tailor it to meet our specific business requirements. As illustrated below, we have created a fundamental canvas app:
2. After the canvas app has been prepared, the subsequent step involves copying the App ID, as exemplified below:
3. When we click on “Details”, a panel will emerge, displaying the App ID that we can obtain, as demonstrated below:
- We can now proceed to the model-driven app and generate a new field of the Single Line of Text type on the necessary entity, as illustrated below:
5. We will drag and drop above field on form and as per need we can add the same field on New Tab or existing section. In our example, we have added new Tab and drag the same field inside it.
6. The final step is to select the canvas App by clicking on the “Component” option in the Form Editor, as demonstrated below:
7.Once we click the canvas app then below screen will appear:
8. Now, in App ID field we need to paste the APP ID which we have already copied in Step No.3. After this the canvas app will appear in preview mode of form Designer as shown below:
9. Upon Save and Publish the Form Customization. We can use this app in model driven app as shown below:
Conclusion:
In conclusion, embedding a Canvas App in Dynamics CRM can greatly enhance the user experience by providing a seamless integration of custom functionality within the CRM system. If you face any challenges, we have a team of certified experts who specialize in helping businesses and organizations integrate Canvas Apps into their Dynamics CRM systems. Our experts have extensive knowledge and experience in using the Power Apps platform to create custom solutions that meet the unique needs of each client. They can guide you through the entire process of embedding a Canvas App in your CRM system, from designing and developing the app to testing and deployment. With their help, you can ensure a smooth and successful integration that will enhance the functionality and usability of your CRM system. Additionally, our experts are always available to provide ongoing support and maintenance to ensure that your Canvas App continues to perform at its best.
