Microsoft Power Platform: A Comprehensive learning Guide | EmergenTeck | Part 1 This comprehensive guide covers all aspects of Microsoft Power Platform, from creating and customizing Power Apps to integrating with other Microsoft products. Learn how to build custom business solutions, streamline workflows, and gain valuable insights from your data. Whether you're a beginner or an experienced developer, this guide has everything you need to get started with Power Platform. Table of Contents Power Apps: Getting Started
Introduction to Power Apps
Exploring Power Apps Studio
Canvas vs Model Driven Apps
Creating from SharePoint List
Creating App Using Data
Creating Power Apps Template
Creating Blank Power App
Editing Power Apps or SharePoint Form
Saving and Publishing Apps
Modifying SP List Form
Modifying Form Objects
Reordering Fields
Hiding Fields
Adding Labels
Adding Media
Changing Background Fill or Image
Setting Default Values
Using App Checker
Power Apps Formulas
Unlocking Alter Properties
Inheritance and Reference in Properties
Using Data Functions
Using Text Functions
Using Table Functions
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Using Lookup Function
Using If Function
Creating Variables
Using Filter Function
Security in Power Apps
Gallery vs Table
Working with Power Apps
App Name and Icon
Screen Size and Orientation
Advanced Settings
Working with Screens
Working with Different Data Sources
Filtering Data Source
Navigation Between Screens
Repeating Rows
Cascaded Drop-Down
Combo Box
Moving Apps from One Environment to Another
Form Controls
Search in Power Apps
Distributing Power Apps
Sharing Power Apps
Embedding Power Apps on SharePoint or Teams
Embedding Power Apps on Other Web Pages
Exporting and Importing a Package
Solution Introduction
Solution Import and Export
Model-Driven Apps
Introduction to Model-Driven Apps
Dataverse Core Concepts
Power Apps with Dataverse
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Dataverse Tables and Forms
Dataverse Views
Dataverse Choice and Lookup
Model-Driven Apps Design
Security Management
Business Flow
Power Portals
Introduction to Power Portals
Editing Power Portals Using Visual Studio
Editing Power Portals Using Power Apps Studio
Canvas App Integration
Power BI Integration
Power Apps: Getting Started with Power Apps Introduction to Power Apps Power Apps is a low-code platform that enables you to create custom business applications quickly and easily. It provides a visual interface where you can drag and drop components to build apps that meet your specific needs. Exploring Power Apps Studio Power Apps Studio is the primary tool for creating and editing Power Apps. It offers a user-friendly interface with various components and features to help you build your app. Canvas Vs Model Driven app
Canvas Apps: These apps provide a flexible canvas for you to design your app's layout and interactions. They are ideal for creating custom apps with unique interfaces and workflows.
Model-Driven Apps: These apps are built on top of Common Data Service, a cloud-based data platform. They are suitable for creating apps that interact with existing data models and business processes.
Creating from for SharePoint list You can easily create a Power App from an existing SharePoint list. This allows you to quickly build an app that connects to your list data and provides a user-friendly interface for managing and interacting with the data. Creating app using power apps using data Power Apps supports various data sources, including Common Data Service, SharePoint lists, Microsoft Excel, and other external data sources. You can create apps that connect to these data sources and perform operations like retrieving, updating, and creating data.
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Creating Power Apps Template Power Apps templates provide pre-built app structures and components that you can customize to create your apps more efficiently. You can use templates to create apps for specific use cases, such as expense reports, customer surveys, and more. Creating Blank Power App If you prefer to start from scratch, you can create a blank Power App. This gives you complete control over the app's design and functionality. Editing Power apps or sharepoint form You can edit existing Power Apps or SharePoint forms to make changes to their layout, components, and behavior. Power Apps Studio provides a visual interface that makes it easy to modify your apps. Saving and Publishing Apps Once you have completed your app, you can save it to your Power Apps environment. You can then publish the app to make it available to users within your organization.
Modifying SP List Form in Power Apps You can customize SharePoint list forms using Power Apps. This allows you to create more visually appealing and interactive forms that better meet your users' needs. Modifying Form Objects Power Apps provides a visual interface where you can modify form objects such as labels, text boxes, drop-down lists, and buttons. You can change their properties, such as appearance, size, and behavior. Reordering Fields You can rearrange the order of fields in the form to improve the user experience and make the form more intuitive. Hiding Fields If certain fields are not relevant to all users, you can hide them from the form. This can help to declutter the form and make it easier to use. Adding Labels Labels provide context and clarity to form fields. You can add labels to describe the purpose of each field. Adding Media You can add images, videos, or other media elements to your form to enhance the user experience and provide additional information. Changing Background Fill or Image You can customize the background of the form by changing its fill color or adding an image.
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Setting Default Values You can set default values for fields to pre-populate the form with commonly used data. Using App Checker App Checker is a tool that helps you identify and fix potential issues in your Power Apps. It can help you ensure that your app is functioning correctly and providing a good user experience.
Power Apps Formulas: A Deep Dive Unlocking Alter Properties In Power Apps, "Alter Properties" refers to the ability to dynamically modify the properties of components within your app. This is achieved using formulas. For example, you can change the visibility of a control based on the value of a variable, or update the text of a label based on the results of a calculation. Inheritance and Reference in Properties
Inheritance: Properties can be inherited from parent containers to child components. For instance, a label within a gallery might inherit its font size from the gallery itself.
References: You can reference properties of other components within a formula. This allows you to create complex relationships and interactions between different elements of your app.
Using Data Functions Data functions are used to interact with data sources. Some common data functions include:
Patch: Modifies existing records in a data source.
Collect: Adds records to a collection.
ClearCollect: Clears a collection and adds new records.
First: Returns the first item in a collection.
Last: Returns the last item in a collection.
Using Text Functions Text functions are used to manipulate text strings. Some examples include:
Concatenate: Joins multiple text strings together.
Left: Returns the leftmost characters of a text string.
Right: Returns the rightmost characters of a text string.
Mid: Returns a substring from a text string.
Upper: Converts a text string to uppercase.
Lower: Converts a text string to lowercase.
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Using Table Functions Table functions are used to work with tables of data. Some examples include:
AddColumns: Adds new columns to a table.
Filter: Filters a table based on a condition.
ForAll: Iterates over each item in a table.
GroupBy: Groups items in a table based on a column.
Using Lookup Function The Lookup function is used to find a specific item in a collection or data source based on a key. Using If Function The If function is used to create conditional statements. It evaluates a condition and returns one value if the condition is true, and another value if the condition is false. Creating Variables (Local, Global & Collection) Variables are used to store values that can be used throughout your app. You can create local, global, and collection variables. Using Filter Function The Filter function is used to filter a collection or table based on a condition. Security in Power Apps Security is a critical aspect of Power Apps development. You can control access to your apps using various security mechanisms, such as authentication, authorization, and data encryption. Gallery vs Table
Gallery: A gallery is a control that displays a collection of items in a visual format. It can be used to create lists, grids, or cards.
Table: A table is a control that displays data in a tabular format. It is often used for displaying large datasets.
By mastering these concepts, you can create powerful and dynamic Power Apps that meet your specific business needs.
Working with Power Apps App Name and Icon The app name is the title that appears in the Power Apps environment and on the app's icon. The app icon is the visual representation of your app. You can customize both the name and icon to make your app easily recognizable. Screen Size and Orientation
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You can choose the screen size and orientation for your app. This will determine how the app looks on different devices. Advanced Settings Advanced settings provide additional options for customizing your app's behavior. These settings can include things like app themes, data sources, and security settings. Working with Screens Screens are the building blocks of your Power Apps. Each screen can contain various controls and elements. You can add, delete, and rearrange screens to create the desired flow for your app. Working with Different Data Sources Power Apps supports a variety of data sources, including SharePoint lists, Common Data Service, Excel, and external APIs. You can connect your app to these data sources to retrieve, update, and create data. Filtering Data Source in Power Apps You can filter data sources to display only the relevant data. This can be done using formulas and filters. Navigation Between Screens You can navigate between screens using buttons, links, or other navigation controls. This allows you to create a user-friendly and intuitive app experience. Repeating Rows Repeating rows are used to display multiple items from a data source. You can customize the appearance of repeating rows to create different layouts. Cascaded Drop-Down Cascaded drop-downs are used to create hierarchical relationships between data items. For example, you could create a cascaded drop-down to display countries and their corresponding states or provinces. Combo Box A combo box is a combination of a text box and a drop-down list. It allows users to enter text or select an item from a list. Moving Apps from One Environment to Another You can move Power Apps from one environment to another to share them with different users or teams. Form Controls Form controls are used to collect input from users. These include text boxes, drop-down lists, checkboxes, and radio buttons. Search in Power Apps
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You can add search functionality to your Power Apps to allow users to quickly find the information they need.
Distributing Power Apps Sharing Power Apps
Share within your organization: You can share Power Apps with other users within your organization who have the necessary permissions. This can be done through various methods, such as sharing the app directly or sharing it through a team or group.
Share externally: If you need to share your Power App with users outside your organization, you can use Power Apps portals. Portals allow you to create web portals that can be accessed by external users.
Embedding Power Apps on a SharePoint Site or Teams
SharePoint: You can embed a Power App on a SharePoint page using a web part. This allows you to integrate your app with your existing SharePoint workflows and content.
Teams: You can add a Power App to a Teams channel as a tab. This makes it easy for team members to access and use the app within their Teams workspace.
Embedding Power Apps on Other Web Pages You can embed a Power App on any web page using an iframe. This allows you to integrate your app with other web applications or websites. Exporting and Importing a Package
Exporting a package: You can export your Power App as a package, which includes all the components and settings associated with the app. This allows you to distribute the app to other environments or share it with others.
Importing a package: You can import a Power App package into a different environment to deploy the app. This is useful for moving apps between development, testing, and production environments.
Solution Introduction A solution is a collection of components that are related to a specific business process or application. Solutions can include Power Apps, flows, data entities, and other components. Solution Import and Export
Exporting a solution: You can export a solution to create a package that can be imported into another environment. This is useful for moving solutions between environments or sharing them with others.
Importing a solution: You can import a solution into a different environment to deploy the components and settings contained within the solution. This is useful for moving solutions between development, testing, and production environments.
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Model-Driven Apps in Power Platform Introduction to Model-Driven Apps Model-driven apps are built on top of Common Data Service, a cloud-based data platform. They are ideal for creating apps that interact with existing data models and business processes. Unlike canvas apps, which offer a flexible canvas for design, model-driven apps are more structured and follow a predefined layout. Dataverse Core Concepts
Entities: Entities represent the objects in your business domain, such as customers, products, or orders. Each entity has a set of attributes (fields) that store information about the entity.
Relationships: Relationships define how entities are connected to each other. For example, a customer entity might have a relationship with an order entity.
Forms: Forms are used to capture and display data for entities. They can be customized to meet your specific requirements.
Views: Views are used to filter and sort data. They can be used to create different views of the same entity.
Business Rules: Business rules are used to enforce data validation and business logic.
Workflows: Workflows automate business processes. They can be used to trigger actions based on specific events.
Power Apps with Dataverse Power Apps can be used to create both canvas and model-driven apps. When using Dataverse as the data source for your app, you can leverage the built-in features of Dataverse, such as entities, relationships, forms, and views. Dataverse Tables and Forms
Tables: Tables represent entities in Dataverse. You can create custom tables to store your data.
Forms: Forms are used to capture and display data for entities. You can customize forms to include the fields that are relevant to your users.
Dataverse Views Views are used to filter and sort data. You can create different views of the same entity to show different subsets of data. Dataverse Choice and Lookup
Choice: Choice fields allow you to create a list of predefined options. Users can select one or more options from the list.
Lookup: Lookup fields create a relationship between two entities. You can use lookup fields to reference data from another entity.
Model-Driven Apps Design
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When designing model-driven apps, consider the following factors:
User experience: Design your app to be intuitive and easy to use.
Data model: Ensure that your data model is well-structured and meets your business requirements.
Forms and views: Create forms and views that are appropriate for your users' needs.
Business rules and workflows: Use business rules and workflows to automate processes and enforce data validation.
Security Management in Model-Driven Apps You can control access to model-driven apps using security roles and permissions. Security roles define which users can access and modify data. Business Flow Business flows are used to automate business processes. You can create workflows to trigger actions based on specific events, such as when a record is created or updated.
Power Portals: A Comprehensive Guide Introduction to Power Portals Power Portals are a low-code platform that allows you to create external-facing websites for your organization. They provide a way to connect with customers, partners, and other external stakeholders. Power Portals are built on top of Dynamics 365 and offer a variety of features, including content management, customization, and integration with other Microsoft products. Editing Power Portals Using Visual Studio While Power Apps Studio is primarily used for creating and editing Power Apps, you can also use Visual Studio to edit Power Portals. Visual Studio provides a more advanced development environment with features like debugging, code completion, and version control. Editing Power Portals Using Power Apps Studio Power Apps Studio is the primary tool for creating and editing Power Portals. It offers a user-friendly interface with various components and features to help you build your portal. You can add pages, create custom layouts, and integrate with other Power Platform components. Canvas App Integration in Power Portals You can embed canvas apps within your Power Portal. This allows you to create interactive experiences for your portal users. For example, you could embed a canvas app to allow users to submit support tickets or make purchases. Power BI Integration in Power Portals: You can embed Power BI dashboards within your Power Portal. This allows you to provide your portal users with real-time insights and analytics. For example, you could embed a Power BI dashboard to show sales data or customer satisfaction metrics.
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