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URL: https://www.cdata.com/kb/tech/sharepoint-cloud-powerapps.rst

⇱ Integrate Live SharePoint Data into Custom Business Apps Built in Power Apps


Integrate Live SharePoint Data into Custom Business Apps Built in Power Apps

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to SharePoint data and integrate live SharePoint data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile β€” without the time and expense of custom software development. When paired with CData Connect AI, you get instant, cloud-to-cloud access to SharePoint data from the apps you build using Power Apps. This article shows how to connect to Connect AI from Power Apps and build an app based on live SharePoint data.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for SharePoint, allowing you to easily integrate with live SharePoint data in Power Apps β€” without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to SharePoint, leveraging server-side processing to quickly return SharePoint data.

About SharePoint Data Integration

Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:

  • Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
  • Access all of SharePoint thanks to support for Hidden and Lookup columns.
  • Recursively scan folders to create a relational model of all SharePoint data.
  • Use SQL stored procedures to upload and download documents and attachments.

Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.

For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Configure SharePoint Connectivity for Power Apps

Connectivity to SharePoint from Power Apps is made possible through CData Connect AI. To work with SharePoint data from Power Apps, we start by creating and configuring a SharePoint connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "SharePoint" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to SharePoint.

    Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.

    The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.

    If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add SharePoint Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to SharePoint data from Power Apps.

Connecting to CData Connect AI

To use Connect AI to integrate SharePoint data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  2. Click Dataverse -> Connections -> New connection
  3. Select SQL Server πŸ‘ Creating a new SQL Server Connection
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the SharePoint connection (e.g. SharePoint1)
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create πŸ‘ Connecting to Connect AI

Building a Data-Centric App for SharePoint Data

With the connection to Connect AI configured, you are ready to integrate live SharePoint data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create and select "SQL" πŸ‘ Creating a new app from data
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect πŸ‘ Connecting to SharePoint data
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen πŸ‘ Customizing the SharePoint data app

At this point, you have an app with read and write access to live SharePoint data that you can save and publish for use within your organization.

SQL Access to SharePoint Data from Cloud Applications

Now you have a direct connection to live SharePoint data from Microsoft Power Apps. You can create more connections and apps to drive business β€” all without replicating SharePoint data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.