Embedded Teams app to create Journal entries into D365 Finance and Operations or Supply chain management

Hello All,

It has been a while since my last blog post, so today I decided to write about something fun. The blog below is to showcase the power of D365 F&O along with the power platform. It is meant to be a demo or proof of concept and not a finished production app. The concept is the key take away of this post. Also this is not a full Power-apps tutorial, if you want me to go more in depth into Power Apps please comment below.

The video is to highlight the end result (Again I don’t have any special software to capture screen video, just using basic windows 10 functionality)

Teams App

Let’s first talk about the elephant with this process and that is licensing. This blog will not get into details about the license required for users but just keep in mind that the D365 F&O connector is a premium connector so users will need either a pay per app license or a full D365 Finance and operations license (team license will not be sufficient for this)

Outside from the Powerapps license, users will need to have access to the tables required in this app (The standard accountant role in D365 F&O should be enough for this process)

  1. Create the Power App

Two entities needed in this process:

a. LedgerJournalHeaders – This will be required to create the journal batch number

b. LedgerJournalLines – This will have the actual journal lines

Step 1 add a new form and tie it to the LedgerJournalHeaders entity (call the form LedgerHeader)

add the two required fields, the Journal name and Company ID

For the sake of the demo, I hard-coded the journal name and company, but in a production app I would have added a drop down box for both and given the user the option to select the journal name and company.

Step 2 add a new form and tie it to the LedgerJournalLines (Call the form Ledgerlines)

add the required fields to post an entry

Step 3 add the buttons to complete the process

Create a new Journal button

OnSelect property creates a new form

add new lines to journals, submits the header entity, creates the new journal batch and creates a new journal lines form

The “NewBatchnumber” variable set above will be used as the default value in the journal batch number in the lines. This will default the value to the new batch created from the step above.

SubmitForm(LedgerHeader);NewForm(LedgerLines);Set(NewBatchnumber,LedgerHeader.LastSubmit.’Journal batch number’)

Add to D365 button basically patches the data into D365 F&O

Step 4 download the App and Embed into Teams

Save the App, publish changes and then click on add to teams. This will download a zip file with all the app info to upload into teams.

Step 5 Embed into teams

Click on the meatballs icon on the left side of apps and then more apps

then on upload custom apps

Select the Zip file just downloaded and Wall aw, that’s it folks. Custom app to interact with D365 F&O

Until next time, stay safe and visca barça

Juan Sebastian Grijalba, CPA

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