Steve Shebuski, VP of Digital Strategy
Guiding businesses through their digital transformation journey
Microsoft is introducing a new feature that allows you to embed web apps into the Microsoft Dynamics 365 for Finance user interface. As part of Dynamics 2020 Wave 1 release, this new feature gives users the ability to access web applications directly from D365.
The ability to embed apps in the Dynamics interface provides users with a more with access to existing web applications and a more consistent experience.
Embedding web apps allow you to extend the capabilities of your IT infrastructure including compute power, data, and user interface.
Compute power is the benefit the app brings. It’s that discreet functionality that’s not part of your ERP. The data is the input to that logic, and the output is displayed in the user interface. Embedded apps allow you to access distinct functionality, while unifying the data and user experience.
Power Apps, part of the Microsoft Power Platform, give you the capabilities to build low-code solutions that manage discreet tasks. Lean IT organizations can build apps that improve processes and solve business challenges that D365 may not easily address.
Greater Continuity with Power Apps
The first party integration experience between Microsoft Power Apps and the D365 platform remains one of the best and most intuitive ways to share data. By embedding apps, the user gets a more consistent experience.
Consider a Customer Service Portal deployed through Power Apps portals. Embedding a list of cases into Dynamics allows customer service representative (CSR) to interact with both the customer and the relevant customer data history. Integrating information through the Common Data Service allows changes the CSR makes in Dynamics to propagate to the Power App.
By embedding an app, you can expand the functionality of Dynamics, allow external-to-org users to interact with internal teams, and share data. All of this will happen while internal teams engage with the applications directly in D365.
Key Considerations for Embedded Apps
When you connect applications, there is the question of application lifecycle management. First, administrators must embed the application into each Dynamics environment. This is a configuration step and not a development activity. While this does require some maintenance, it does cultivate the low code/no code culture. It also allows you to target the correct web app environment. For example, embed the sandbox environment for your app in the UAT environment for Dynamics.
Administrators can secure access to these apps through Dynamics role-based access control against the forms. Developers can also customize those forms to provide unique collaborative experience between the application and data in Dynamics.
The real benefits of having embedded applications are the integrated UI and the data experience. The 2020 Wave 1 release of D365 makes it easier for you to coordinate with your ERP and best-of-breed apps.
Please note that according to Microsoft, delivery timelines may change, and projected functionality may not be released.
Read about Planning Optimization, another new feature in the 2020 Wave 1 release.