iGlobe CRM PowerApp Mobile App

iGlobe CRM Power App is a mobile App for iGlobe CRM Office 365. Before you can use iGlobe CRM PowerApp you will have to have a fully configured iGlobe CRM application running on your Microsoft 365 tenant. You can use iGlobe CRM Mobile PowerApp as standard or customize the App to fit your exact need. In order to use the PowerApp with iGlobe CRM on your tenant, you will have to configure the App as shown below.

 

 

Import and deploy iGlobe CRM PowerApp as a solution

Before you deploy a PowerApp make sure you have an environment set up where you can deploy the App. An environment is a space to store, manage, and share your organization's business data, apps, and flows. It also serves as a container to separate apps that may have different roles, security requirements, or target audiences. Power Apps automatically creates a single default environment for each tenant, which is shared by all users in that tenant. Learn more information about environments. You can use an existing environment or set up a new and dedicated one for iGlobe CRM.  Before you can share and give access to other users in your organization you have to make sure the persmission is set up correct. 

 

1. Navigate to Power Apps Admin Center
2. Selected the Environment you are working. 
3. Click on Settings on top bar.  
4. Go to User + Permissions >> Security Roles  
5. Under the Security Roles, find the Basic User role , click on  ellipses (...) >> Edit
6. Under Customization tab >>  Select Process >> assign Read access to the Organization
    

4. You will now be redirected to Microsoft AppSoiurce. In the search bar on the top right cornor search for iGlobe CRM. 

 

5. Select iGlobe CRM PowerApp and you will be redirected to the App page. 

 

6. Select Get it now and the deployment process will start. 

7. The first step in the deployment, you will have to select a SharePoint Connection. If you don't have a SharePoint Connection you might have to create a new connection.

 

 

8 Select an existing connection or the SharePoint connection you just created. 

 

 

 

 

 

iGlobe CRM PowerApp Solution is now being deployed on your selected environment. In the top  left cornor you will see the text "Currently importing solution "iGlobe CRM 23 may 21". We are now ready to configure the Power App.

 

Configuration of iGlobe CRM PowerApp

Follow the below step to make sure the App is configured and can be used with the iGlobe CRM application you have deployed on your tenant.

 

 

1. Select CRMSiteURL, a window will show on the right side click on the dropdown list and select iGlobe CRM site url. 

 

When you save a window will pop up.  Click on Update site

2. Select CRMURLFlowa window will show on the right side, here you will have to enter the CRM site URL. Open iGlobe CRM Office 365 and copy the URL from https util “pages” it will look like this example https://YOURDOMIAN-9343dce445fe89.sharepoint.com/sites/SITENAME/IGlobeCRM

3. On the "GetCRMListitems" click on the three dots and select Edit. This will open the Flow used in Automation Flow in a new window. Click on CRMurl and remove the value from the "value" field.  As shown below in step 2 add the same value again to the field under "value". Now click on Save. When the Flow is saved you can close the Flow and the browser tab. This might seem a bit silly, however this is important because it will make sure all values are being reset and the Flow is ready to be used on your tenant.

 

The solution has now configured and you are ready to open and Share the app with you colleague

 

Select Apps  and you will see the App you just deployed. Click to start the App or click on Share in the ribbon to share the app