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Can I create a form using Forms/PowerApps that would create a quote in D365?

  • 1.  Can I create a form using Forms/PowerApps that would create a quote in D365?

    Posted Mar 25, 2019 12:08 PM
    Hi PowerApp gurus,

    Is it possible to create a form using either Forms or PowerApps with option sets, and then have that create a quote under an opportunity in D365 CRM? I am evaluating options to streamline our quoting, and potentially have that produce some documentation.

    Any help is appreciated!

    Thanks!

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    Hillary Horning
    Lead Solutions Consultant
    Dynamicweb
    Los Angeles CA
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    Conference-CRMUG_200x200


  • 2.  RE: Can I create a form using Forms/PowerApps that would create a quote in D365?

    TOP CONTRIBUTOR
    Posted Mar 26, 2019 03:09 PM
    Hi Hillary,

    Yes, this is definitely possible. I recommend starting with a Model-Driven PowerApp. This approach provides for creating an app that looks a lot like CRM/D365. You can use the existing Quote and Opportunity entities as well as any supporting ones like Contacts and/or Accounts.

    Overview of building a model-driven app with PowerApps - PowerApps
    Microsoft remove preview
    Overview of building a model-driven app with PowerApps - PowerApps
    Step-by-step instructions for creating and configuring an entity to use with a PowerApps app.
    View this on Microsoft >

    The resulting app would like this:

    Quotes and Oppts Model Driven PowerApp

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    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
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    Conference-CRMUG_200x200


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