{"id":6955,"date":"2021-05-28T15:06:30","date_gmt":"2021-05-28T21:06:30","guid":{"rendered":"https:\/\/erpsoftwareblog.com\/cloud\/?p=6955"},"modified":"2021-05-28T15:06:30","modified_gmt":"2021-05-28T21:06:30","slug":"customer-engagement-meets-the-business-central-experience","status":"publish","type":"post","link":"https:\/\/erpsoftwareblog.com\/cloud\/2021\/05\/customer-engagement-meets-the-business-central-experience\/","title":{"rendered":"Customer Engagement Meets the Business Central Experience"},"content":{"rendered":"

At JourneyTEAM, we strive to provide new Microsoft users with a smooth, modernized user experience by seamlessly integrating first-party apps with Microsoft\u2019s Power Platform. We aim to do this with little disruption to existing business processes as possible.<\/span>\u00a0<\/span><\/p>\n

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One way we\u2019ve achieved this is with Lead to Cash scenarios. A sales representative who\u2019s using Customer Engagement while simultaneously viewing an invoice shouldn\u2019t have to switch between platforms or email accounting to view an invoice\u2019s data.\u00a0<\/span>\u00a0<\/span><\/p>\n

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Viewing and analyzing an invoice can be done at the same time by creating a Canvas App and embedding it within the Customer Engagement application. This tool then consumes a connector within your Business Central environment and displays the desired data.\u00a0<\/span>\u00a0<\/span><\/p>\n

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Please note the aforementioned connector was a custom-built connector designed to leverage web services from Business Central\u2019s API. More information on this customer connector can be found in the JourneyTEAM blog post: <\/span>\u201cIntegrating Business Central with Dataverse<\/a>\u201d.<\/span><\/p>\n

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How to Build and Embed a Canvas<\/strong>\u00a0<\/span><\/p>\n

First, create a solution. Then add the invoice form and table to the solution.<\/span>\u00a0<\/span><\/p>\n

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Next, make the necessary modifications using the classic form editor experience.\u00a0<\/span>\u00a0<\/span><\/p>\n

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A description field is available for each individual section. To embed a Canvas App, select any text field within the form.<\/span>\u00a0<\/span><\/p>\n

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When the description field is selected, click on \u2018Change Properties\u2019, then the Controls tab, and finally \u2018Add Control\u2019.<\/span>\u00a0<\/span><\/p>\n

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Ensure that each control experience is turned to this specific control. Select \u2018Customize\u2019. This will prompt the Maker environment in the Canvas App to open. By default, it adds:\u00a0<\/span>\u00a0<\/span><\/p>\n

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