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Add a website or Power Apps link to a step in Dynamics 365 Guides

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You can use add a website link or a Power Apps link to a Step card in Microsoft Dynamics 365 Guides.

  • Website link. Add a website link to a step so that operators can see and interact with information outside Dynamics 365 Guides. For example, you might want to provide a link to a parts diagram, a parts inventory system, an analytics dashboard, or information about Internet of Things (IoT) sensors. Website links let authors create a seamless workflow for operators.

    Website link example.

  • Power Apps link. Power Apps enables teams to create custom applications with low-code tools to solve unique business workflows. By combining Dynamics 365 Guides and Power Apps, you can extend Dynamics 365 Guides capabilities to create a more seamless end-to-end solution that fits the needs of your operators. For example, you can add a link to an interactive quiz app, a parts re-ordering app, or an app that provides the latest status on IoT sensors.

    Power Apps example.

    Note

    To run Power Apps from Dynamics 365 Guides, operators need a Power Apps license. They must also have permission to view the app that is created in Power Apps.

To add a website link to a step, you add an action. You can add one action per step. If a step already includes an action, any new action that you add (regardless of whether it's a website link or a Power Apps link) overwrites the existing action.

  1. On the right side of the page, select the Action tab.

    Action tab.  

  2. Drag the Website link circle to the Action circle in the lower-right corner of the Step Editor pane.

    Dragging the Website link circle to the Action circle.

  3. In the Website link dialog box that appears, enter a valid URL that begins with http:// or https://, and then select Save.

    Website link dialog box.

  4. To view, edit, or delete the link, right-click the Website link button in the Step Editor pane, and then select the appropriate command.

    Website link button.

Adding a PowerApps link requires two steps:

  1. Copy the Power Apps link.

  2. Add the link to a step in the PC app.

You can link to a published app created in Power Apps if you have edit permissions for that app.

  1. Go to https://make.powerapps.com.

  2. Select the More Commands button (…) next to the appropriate app, and then select Edit.

    Edit button.

  3. In the left pane, select File, and then select Share.

  4. Under Guides Power Apps example, select Share.

    Share button.

  5. In the Share Guides Power Apps example dialog box, select Cancel.

    Cancel button.

  6. In the Web link field, copy the URL.

    Power Apps web link.

To add a Power Apps link to a step, you add an action. You can add one action per step. If the step already includes an action, any new action that you add (regardless of whether it's a website link or a Power Apps link) overwrites the existing action.

  1. In the PC Authoring app, go to the appropriate step, and then select the Action tab.

    Action tab.

  2. Drag the Power Apps circle to the Action circle in the lower-right corner of the Step Editor pane.

    Drag Power Apps.

  3. In the Power Apps dialog box that appears, paste the URL for the Power Apps link, and then select Save.

    Power Apps web link pasted.

  4. To view, edit, or delete the Power Apps link, right-click the Power Apps button in the Step Editor pane, and then select the appropriate command.

    Power Apps menu.

What's next?