Skip to content

Power Platform App Maker

Overview

Power Platform App Makers build solutions to simplify, automate, and transform business processes using canvas apps, model-driven apps, Power Automate, and Power BI.

Canvas Apps

Creating Canvas Apps

  • Start from: Blank, data source, template
  • Data sources: SharePoint, Dataverse, SQL, Excel
  • Controls: Buttons, forms, galleries, labels
  • Responsive design: Adapt to screen sizes

Formulas and Functions

// Filter gallery
Filter(Customers, Country = "USA")

// Patch record (update/create)
Patch(Customers, LookUp(Customers, ID = SelectedID), {Name: TextInput.Text})

// Navigate between screens
Navigate(DetailScreen, ScreenTransition.Fade)

// Conditional formatting
If(Value > 100, Green, Red)

Connectors

  • Standard connectors: Office 365, SharePoint, OneDrive
  • Premium connectors: SQL Server, Salesforce, SAP
  • Custom connectors: REST APIs

Model-Driven Apps

Dataverse Tables

  • Standard tables: Account, Contact, etc.
  • Custom tables: Business-specific entities
  • Relationships: 1:N, N:1, N:N

Forms and Views

  • Forms: Display and edit records
  • Views: List of records with filters
  • Business rules: Client-side logic
  • JavaScript: Advanced customization

App Components

  • Sitemap: Navigation structure
  • Security roles: Control access
  • Business process flows: Guide users
  • Dashboards: Visualize data

Power Automate

Flow Types

  • Cloud flows: Automated, instant, scheduled
  • Desktop flows: RPA (robotic process automation)
  • Business process flows: Guide users in model-driven apps

Common Triggers

  • When an item is created: SharePoint, Dataverse
  • When an email arrives: Outlook
  • On a schedule: Recurrence
  • For a selected item: Manual trigger

Actions

# Send approval
- action: Start and wait for an approval
  inputs:
    type: Approve/Reject - First to respond
    title: Approve vacation request
    assigned_to: manager@company.com

# Create SharePoint item
- action: Create item
  inputs:
    site: https://company.sharepoint.com/sites/hr
    list: Requests
    title: $(requestTitle)

Expressions

// Get current date
utcNow()

// Add days to date
addDays(triggerBody()?['DueDate'], 7)

// Conditional
if(greater(triggerBody()?['Amount'], 1000), 'High', 'Low')

Power BI Integration

Embedding Power BI

  • Canvas apps: Power BI tile or report visual
  • Model-driven apps: Embed in dashboards
  • Data refresh: Automatic or on-demand

Creating Reports from Dataverse

  • Connect Power BI Desktop to Dataverse
  • Create reports and publish
  • Share with app users

Solution Design

Business Requirements Analysis

  1. Understand process: Current state
  2. Identify pain points: Areas to improve
  3. Define requirements: What success looks like
  4. Choose components: Apps, flows, reports

Data Modeling

  1. Identify entities: Customers, Orders, Products
  2. Define relationships: One-to-many, many-to-many
  3. Plan columns: Data types and validation
  4. Security: Who can access what

Best Practices

Canvas Apps

  1. Use collections for better performance
  2. Delegate where possible (filter, search server-side)
  3. Name controls descriptively
  4. Use components for reusability
  5. Test on mobile devices

Power Automate

  1. Error handling: Configure run after, try-catch
  2. Scope actions: Group related actions
  3. Concurrency: Limit parallel runs
  4. Use variables for clarity
  5. Naming: Descriptive action names

Data Design

  1. Plan schema before building
  2. Use choice columns instead of text
  3. Enforce data validation
  4. Set up security roles properly

Study Tips

Key Concepts

  • Canvas vs model-driven apps
  • Dataverse as data platform
  • Power Automate flow types
  • Power BI integration
  • Connectors (standard vs premium)

Common Scenarios

  1. Simple data collection β†’ Canvas app with SharePoint
  2. Complex business process β†’ Model-driven app with Dataverse
  3. Approval workflow β†’ Power Automate
  4. Data visualization β†’ Power BI embedded in app

Remember

  • Canvas apps = Flexible, custom UI
  • Model-driven apps = Data-driven, automatic UI
  • Dataverse = Enterprise data platform
  • Power Automate = Workflow automation
  • Solutions = Package and deploy together