Power Pages & SharePoint Integration

Hello Power People,

This article will help you to accomplish Power Pages & SharePoint Online Document Library Integration in a step by step process.

Overview

Quick video check it out here:

https://www.youtube.com/watch?v=-ZOZVBzbQpY

Step 1: Create a Power Pages Site.

Go to https://make.powerpages.microsoft.com and create a Power Pages Site(any existing template can be used or can be created form blank).

Note 1: Microsoft does not recommend creating Power Pages Site in Organisation default environment , so create new environment with Dataverse enabled or switch to another environment(Dataverse enabled) to create Power Pages Site.

Note 2(additional info): GIF images also can be added as Logo in Power Pages Site (and SharePoint Sites as well).

Step 2: Activate SharePoint Integration for you Power Pages Site

Navigate to Power Platform Admin Center, open your environment (https://admin.powerplatform.microsoft.com/environments) and go to your newly created Power Pages (in Step 1) and request Global Admin to activate the "SharePoint Integration"

Step 3: Create New Dataverse table in your Power Pages Site

To create a new Dataverse Table, you would need to open your Power Pages site in edit mode.

1. Login to Power Pages Portal ( https://make.powerpages.microsoft.com/), choose the right Environment and Click "Edit" on the Power Pages Site (created in Step 1).

2. Click on "Data" from left hand navigation and click on "+ Table".

a. Give a table name (for eg: "Bullet Table").

b. Check the option of "Setting up SharePoint Document Management"

c. Save

Step 4: Create a new SharePoint Online Site or get URL of a SharePoint Online Site

1. Create a New SharePoint Online Site

Go to you SharePoint Online root site using this link https://{yourtenantname}.sharepoint.com and click on Create Site.

Step 5 : Enable Document Management Settings for the Dataverse table

This will create a Document Library (with the same name as you Dataverse table in the SharePoint Site)

1. Go to Power Platform Admin Center https://admin.powerplatform.microsoft.com/environments
2. Select the correct environment in which you've created the Power Pages site.
3. Select "Settings" from top navigation bar.
4. Click "Integrations"
5. Click "Document Management Settings"

a. Enable Server-Based SharePoint Integration

One time activity for each environment (only 1st time)

b. Enable Document Management System

Needs to be done for the newly created Dataverse Table

Step 6: Create forms and views in Dataverse table

1.Create View

Views are the representation of a table with defined set of columns

a. Login to Power Pages Portal ( https://make.powerpages.microsoft.com/), choose the right Environment and Click "Edit" on the Power Pages Site (created in Step 1).

b. Click on "Data" from left hand navigation and open the newly created Dataverse table ("Bullet Table")

c. First we'll create a View

d. Once done, hit "Publish View" from right top corner

2. Create Forms

Forms are created to Create records, Edit details and View details of records from the Dataverse Table

a. Create a new "Create Records" form.

b. Once done, hit "Publish Form" from right top corner.

2. Similarly, create "Edit Record Details" Form and "View Record Details" Form and publish.

Step 7: Create Pages for "All Records", "Create Records", "Edit Record Details" and "View Record Details".

To create Pages in Power Pages Site login to Power Pages Portal ( https://make.powerpages.microsoft.com/), choose the right Environment and Click "Edit" on the Power Pages Site (created in Step 1).

1."All Records" page

On this page all records of the Dataverse "Bullet Table" will be visible to Users (Authenticated and Anonymous)

a. Create "All Records" page

b. Once the Page is created, Select "Lists" component

c. Select Setup, Action and More Options as per the screenshot.

We will come back to "Actions", once we have all other pages ready.

d. Permissions setup for "Lists" component is mandatory.

e. New Permission addition for List Component

f. Sync and Preview the "All Records" Page.

Reference Bullet table

2. "Edit Record Details" Page

On this page records will be in editable mode of the Dataverse "Bullet Table" only Authenticated users.

a. Create "Edit Record Details" page as similar a previous step.

b. Select "Form" component

c. Select below settings

d. Add permissions

d.1 Bullet Table "Edit Record Details" Permissions

d.2 Document Locations Table Permissions (Child Permissions)

and hit Save.

3. "View Record Details" Page

On this page records will be in view mode of the Dataverse "Bullet Table" to users (Authenticated and Anonymous)

Similarly as previous step create a new page "View Record Details" and add form set form properties as edit form, only "Data" property is to be set as below.

a. Add permissions

a.1 Bullet Table "View Record Details" Permissions

a.2 Document Locations Table Permissions (Child Permissions)

and hit Save and Sync.

Note: Sync is very important after making changes in Dataverse/site

4. "Create Records" Page

Create Records Page is still under progress (Subgrid of Document Locations is yet to be configured), I'm facing minor issue here.

Will update this part very soon.

Till then if you want to create records, go to the Dataverse table(i.e. Bullet table in my case) directly and add records from there, once record is added, that will be visible in "All Records" Page and edit record from there to upload files.

Step 8: Preview the Site and Edit/View Records

1. Go to "All Records" Page from Top Navigation

2. Click on down chevron of any record and click on "View details"

3. Let's see how this files is stored in back end SharePoint Document Library.

4. Now, let's edit a record, got to the "All Records" Page and click "Edit" of any record.

Choose file and click "Add File"

See newly uploaded file and see Delete option too.

Let' see how the newly uploaded file shows up in backend SharePoint Document Library

With above 8 steps, you learnt how to integrate Power Pages with SharePoint Sites for Document storage.

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Sunil Kumar @PowerTrainer