General Discussion

Tech Talk: Implementation – Dynamics 365 Part 2: Launching TrueContext from Dynamics 365

  • 1.  Tech Talk: Implementation – Dynamics 365 Part 2: Launching TrueContext from Dynamics 365

    Posted 16 days ago
    Edited by Ian Chamberlain 16 days ago

    Hello,

    This post outlines the seamless integration between Microsoft Dynamics and TrueContext, enabling technicians to effortlessly launch TrueContext forms directly from work orders, cases, and accounts within the Field Service app. This streamlines workflows by pre-populating relevant fields, boosting efficiency and reducing manual data entry.

    This is going to be a continuation of this post that I made a little while ago, expanding on the functionality from Dynamics 365: General Discussion

    1. Navigate to Power Apps
    2. Select your App, by default this will be in Apps -> Field Service Mobile
    3. On the left side, locate the entity you'd like the action associated to. In this example we'll use Cases, but it could be Accounts, Work Orders, Customers, etc.. The button could be added to various areas of the form layout, in this example we will add it to the Command Bar for the Cases

    4. Add a new Command with the Run formula Action specified

    5. The formula should follow TrueContext App to App URL Scheme (Documentation Link). Feel free to update the parameters passed in to match the form name and question labels you'd like to pre-populate.

      Example formula :
      Launch("truecontext://x-callback-url/open?name=Form_Name")
      An example of a formula where a field value is dynamically populated in the app-to-app call would be:
      Launch("truecontext://x-callback-url/open?CaseNumber=" & Text(Self.Selected.Item.'Case Number'))

    6. Save and Publish. You will now see the button in the Field Service Mobile app, which will launch into the TrueContext app when selected.

    Once Configured, you will get a mobile experience like this! Look for the next post on Dynamics where we will chat about pushing data into Dynamics and use Power Automate to push PDFs into any object you like in Dynamics.


    #Dynamics365 #TechTalkImplementation #Microsoft
    ------------------------------
    Ian Chamberlain
    Solutions Architect
    TrueContext
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