Module 1: Power Platform Overview

Lesson 5: Practice Lab – Creating an app

Scenario

You are a functional consultant for your organization Contoso. You are assigned to work on a project for your client Fabrikam. Fabrikam would like to encourage their employees to continuously learn.  They want to build an application that allow a small set of employees to create knowledge assessments and then make them available to all employees to test their knowledge.  The employees need to be able to pick an assessment and quickly complete it in just a few minutes. In this practice, you will be creating the apps necessary to support this effort.

Working with the solution architect on the project you have determined that you will create two apps.

Fabrikam Knowledge Admin – this will be a model-driven application that you can quickly enable creation of the knowledge assessments by the users.

Fabrikam Knowledge – this will be a PowerApps canvas app that will be a custom user experience making it easy to find the assessments and take them

In this practice, you will be starting the creation of these applications and will build them out as you progress through the course. You will also create one of the template applications so you can see how easy it is to get started using a “Make from data” template.

Important Note: This lab will provide you with an actual Office 365 tenant and licenses for the Power Platform applications you will be using in this course. You will only be provided with one tenant for the practice labs in this course. The settings and actions you take within this tenant do not roll-back or reset, whereas the virtual machine you are provided with does reset each time you close the lab session. Please be aware that Office 365 is evolving all the time. The instructions in this document may be different from what you experience in your actual Office 365 tenant. It is also possible to experience a delay of several minutes before the virtual machine has network connectivity to begin the labs.

Exercise 1 - Acquire Tenant Information and Connect

Note: If you have already completed a practice recently, the virtual machine might pick up where you left off and you will not need to login again.  In that case you can skip ahead to exercise two and resume.

Task 1 – Connect to the Power Platform administration portal

  1. On Virtual machine MB200-Dynamics_Lab, sign in as Admin with the password Pa55w.rd if you are not already logged in.

  2. Outside the VM in the online lab interface click Files and choose D365 Credentials. This will allocate an Office 365 tenant for you to use in these labs.  It will display the admin email and password for your tenant.  You should copy this information to notepad or similar for your reference.

  3. In MB200-Dynamics_Lab launch Microsoft Edge from the taskbar. By default, the browser opens Office 365. Use the O365 credentials you just acquired in the previous step to login.

  4. Navigate in the browser to the Power platform admin portal at [https://admin.Powerplatform.microsoft.com].

Exercise 2 – Review Templates and Create App from Data

In this exercise, you will review the template and sample apps that are available on the maker portal. You will also create an app using the Create from data templates to see how quickly that can get a basic canvas app started.

Task 1 – Review + Create templates/samples

If you have time, you can choose any of these and select Make It and explore on your own.

  1. Navigate to https://make.powerapps.com

  2. Make sure you are in the Practice environment.

  3. Select + Create from the left-hand navigation.

  4. Review the different apps that are available to use as both samples and starting templates.

  5. If you have time, choose any of these and select Make it. When you are done proceed to Task 2.

Task 2 – Create an App over data for Account

Starting a canvas app from data is a quick way to start a canvas app when the goal is to have a list of data from an entity.

  1. Select + Create again.

  2. Click Canvas app from blank. In the dialog box, name your app Fabrikam Accounts and select Phone layout.

  3. Click Create in the dialog. You may be required to sign in again; enter your tenant credentials.

  4. Your app should open in the designer. In the white space, click the connect to data link.

  5. From the list of entities that appear in the left bar, select Accounts. The Accounts button will move to the In your app section of the window.

  6. Add a header to your app by selecting the + Insert button on the left tab and selecting Text label. In the text value, enter Fabrikam Accounts and drag it to the top of the application. You can edit the size, font, and other attributes to customize the look and feel of the application.

  7. Add a list of accounts to your app by selecting the + Insert button on the left tab and selecting Vertical Gallery from the Layout section.

  8. A vertical gallery will be inserted into your app, and you will be prompted to select which data source it should pull from. Select Accounts from the pop-up.

  9. The application will load list of the accounts. Drag the gallery to fit the app or resize to your liking.

  10. To preview your app, click Play (it will look like a Play button) in the upper right corner.

  11. Click File and select Save.

  12. Select the Cloud and enter Fabrikam Accounts in the Name box.

  13. Click Save.

  14. Explore the app as much as you want and then proceed to the next exercise. This app will be saved, and you can always revisit it later to review how things are done.

  15. Close the App Designer.

Exercise 3 – Create the model-driven app

In this exercise, you will be creating the Knowledge Admin model-driven app. In the data modeling module, you will be creating all the entities, so getting this started will be easy.

Task 1 – Create a model-driven app

  1. Go back to https://make.powerapps.com and make sure you are in the Practice environment.

  2. Click on + Create and select Model-driven app from blank. Select Create in the pop-up window.

  3. Enter Knowledge Admin for Name and click Done.

  4. Click the edit icon next to Site Map. Note: When you start a new app, you must edit the site map before you can run it - otherwise you will get an error. You need to add at least one item to the navigation.

  5. Click on the New Area.

  6. Enter Administration for Title.

  7. Select the New Group.

  8. Enter User Admin for Title.

  9. Select the New Subarea.

  10. Select Entity for Type.

  11. Select User for Entity.

  12. Click Save.

  13. Click Publish.

  14. Close the sitemap editor by clicking Save and Close.

  15. Click Save and then click Publish. After publishing, close the app designer by clicking Save and Close again.

  16. Select Apps.

  17. The Knowledge Admin application you created should be listed. Open the Knowledge Admin application by selecting the row and clicking Play.

  18. The Model-Driven application Knowledge Admin will load.

  19. Open one of the Users.

  20. The User form of the selected record will load.

  21. Close the application.

Exercise 4 – Create the Knowledge canvas App

In this exercise, you will be creating the Fabrikam Knowledge canvas app. We will build out the detailed user experience in the upcoming canvas app module.

Task 1 – Create a canvas app

  1. Go back to https://make.powerapps.com and make sure you are in your Practice environment.

  2. Select Solutions and open Common Data Services Default Solution.

  3. Click New, App, Canvas App, and then Tablet Form Factor.

  4. Click Skip if you see a prompt before the designer loads.

  5. The Canvas App Designer will load. Hover over Screen1 and click on the button.

  6. Select Rename.

  7. Enter mainScreen and press the enter key. Note: It is always a good idea to give components meaningful names, it makes them easier to use as your application gets more complex.

Task 2 – Add Header to the App

Part of making a good app is giving it a personality. We are going to keep things simple here and just add a basic header to the app.

  1. Select the Insert tab.

  2. Click Label.

  3. A label will be added to the screen. Select the label.

  4. Rename the label headerLabel by clicking the edit button in the control tree on the left side of the screen in Tree View.

  5. Change the Font Size to 28.

  6. Click Color and change color to White.

  7. Click Text Alignment and select Center.

  8. Click Fill from the top menu and change the Fill Color to Blue.

  9. Locate the Position section on the Properties window.

  10. Enter 0 for Y and 0 for X.

  11. Locate the Size section.

  12. Enter 1365 for Width and 60 for Height.

  13. Double click on the Text of the label.

  14. Replace Text with Fabrikam Assessment.

Task 3 – Add User Name to the Header

In this task, you are going to leverage the User() information to add the name of the current user to the header.

  1. Select the MainScreen.

  2. Select the Insert tab and click Text label.

  3. Rename the label userLabel.

  4. Make sure text Text property is selected and the function value (in the top menu, where you see fx) is now “Text”.

  5. Replace “Text” with User().FullName.

  6. The user’s Full Name will now be displayed on the label. Select the Home tab.

  7. Change the Font Size to 14.

  8. Change the Font Color to White.

  9. Click Align and select Right from the top menu.

  10. Click Text align from the Properties tab on the right and select Align Right.

  11. Go to Properties and set Position Y to 0.

  12. Locate Size and set the Height to 60.

  13. Locate Padding and enter 10 for Right.

  14. Click File and select Save.

  15. Select Cloud and enter Fabrikam Assessment for Name.

  16. Click Save.

  17. Click on the Back button.

  18. Click Play.

  19. Your application will load.

  20. Close the preview.

  21. Close the Canvas App Designer.

  22. Click Done.