{"id":65,"date":"2018-07-23T12:12:41","date_gmt":"2018-07-23T19:12:41","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/salescompanion\/"},"modified":"2025-06-11T08:07:47","modified_gmt":"2025-06-11T15:07:47","slug":"salescompanion","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/salescompanion\/","title":{"rendered":"Announcing the new Sales Companion sample app"},"content":{"rendered":"<p style=\"text-align: center;\"><a href=\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif\"><img decoding=\"async\" alt=\"SalesBuddy GIF\" src=\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif\" style=\"width: 768px; height: 432px;\"\/><\/a><\/p>\n<p>\u00a0<\/p>\n<ul>\n<li>Empower your sales team with product information at their fingertips<\/li>\n<li>Capture Opportunities and Contacts in Dynamics 365 for Customer Engagement<\/li>\n<li>Engage your customers and send them product information<\/li>\n<li>\u200bScan barcodes to lookup product information<\/li>\n<\/ul>\n<p>\u00a0<\/p>\n<div>\n<h2>Videos<\/h2>\n<ul>\n<li>Watch an <a href=\"https:\/\/www.youtube.com\/watch?v=-qkAGDAaK5A\">end to end demo<\/a> of the Sales Buddy PowerApps sample<\/li>\n<li>Watch the <a href=\"https:\/\/www.youtube.com\/watch?v=9C9sGWKNS_Q\">setup and installation video<\/a><\/li>\n<\/ul>\n<h2>Installation steps (10 &#8211; 15 minutes)<\/h2>\n<h3>Prerequisites<\/h3>\n<ol>\n<li><a href=\"https:\/\/web.powerapps.com\">Sign up<\/a> for PowerApps<\/li>\n<li><a href=\"https:\/\/trials.dynamics.com\">Sign up<\/a> for Dynamics 365 Customer Engagement<\/li>\n<\/ol>\n<h2 id=\"user-content-download-and-deploy-the-microsoft-dynamics-crm-package\">Download and deploy the Microsoft Dynamics CRM package<\/h2>\n<ol>\n<li>\n<p><a href=\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/DynamicsPackage.zip\">Download <\/a>the Microsoft Dynamics CRM deploy package and save it to your machine.<\/p>\n<\/li>\n<li>\n<p>Right click on the .zip file, select properties, and <strong>unblock<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Extract the contents of the zip file to any folder.<\/p>\n<\/li>\n<li>\n<p>Run the Package Deployer tool by double-clicking the <strong>PackageDeployer.exe<\/strong> file.<\/p>\n<\/li>\n<li>\n<p>Click <strong>Continue<\/strong> on the main screen.<\/p>\n<p><img decoding=\"async\" alt=\"Package Deployer Login\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2018\/07\/dynamics-deployer-firstpage.png\" style=\"width: 500px; height: 286px;\"\/><\/p>\n<\/li>\n<li>\n<p>In the <strong>Connect to Microsoft Dynamics 365<\/strong> screen, provide authentication details to connect to your Dynamics 365 server where you want to deploy the package.<\/p>\n<blockquote>\n<p><strong>Important:<\/strong> The specified user must have the <strong>System Administrator<\/strong> role in Dynamics CRM.<\/p>\n<\/blockquote>\n<blockquote>\n<p><strong>Note:<\/strong> If you have multiple organizations, check the <strong>Display list of available organizations<\/strong> check box.<\/p>\n<\/blockquote>\n<\/li>\n<li>\n<p>Click <strong>Login<\/strong>.<\/p>\n<\/li>\n<li>\n<p>If you have multiple organizations on your Dynamics 365 server, select the Dynamics 365 organization to connect to.<\/p>\n<\/li>\n<li>\n<p>Follow the instructions on the subsequent screens to complete the deployment of the package.<\/p>\n<p><img decoding=\"async\" alt=\"Package Deployer deployment screen\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2018\/07\/dynamics-deployer-packaging-1.png\" style=\"width: 500px; height: 325px;\"\/><\/p>\n<\/li>\n<\/ol>\n<h2 id=\"user-content-create-connections\">Create Connections<\/h2>\n<ol>\n<li>In a web browser, navigate to <a href=\"https:\/\/web.powerapps.com\/\" rel=\"noopener noreferrer\" target=\"_blank\"><u>https:\/\/web.powerapps.com<\/u><\/a> .<\/li>\n<li>Sign in by providing the same credentials that you used to sign up.<\/li>\n<li>In the menu on the left, select <strong>Connections<\/strong>.<\/li>\n<\/ol>\n<h3 id=\"user-content-create-dynamics-365-connection\">Create Dynamics 365 Connection<\/h3>\n<ol>\n<li>Click <strong>+ New connection<\/strong>.<\/li>\n<li>In the <strong>Search<\/strong> textbox, enter <strong>Dynamics<\/strong>.<\/li>\n<li>Select <strong>Dynamics 365<\/strong> in the list.<\/li>\n<li>Click <strong>Create<\/strong>.<\/li>\n<\/ol>\n<h3 id=\"user-content-create-office-365-outlook-connection\">Create Office 365 Outlook Connection<\/h3>\n<ol>\n<li>Click <strong>+ New connection<\/strong>.<\/li>\n<li>In the <strong>Search<\/strong> textbox, enter <strong>Office 365 Outlook<\/strong>.<\/li>\n<li>Select <strong>Office 365 Outlook<\/strong> in the list.<\/li>\n<li>Click <strong>Create<\/strong>.<\/li>\n<li>In the popup window, select the account you logged in with.<\/li>\n<\/ol>\n<h3 id=\"user-content-create-office-365-users-connection\">Create Office 365 Users Connection<\/h3>\n<ol>\n<li>Click <strong>+ New connection<\/strong>.<\/li>\n<li>In the <strong>Search<\/strong> textbox, enter <strong>Office 365 Users<\/strong>.<\/li>\n<li>Select <strong>Office 365 Users<\/strong> in the list.<\/li>\n<li>Click <strong>Create<\/strong>.<\/li>\n<li>In the popup window, select the account you logged in with.<\/li>\n<\/ol>\n<h2 id=\"user-content-download-the-sales-buddy-powerapp\">Download the Sales Buddy PowerApp<\/h2>\n<ol>\n<li>\n<p><a href=\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddyApp.zip\">Download <\/a>the Sales Buddy PowerApps Sample package and save it to your machine.<\/p>\n<\/li>\n<\/ol>\n<h2 id=\"user-content-import-the-sales-buddy-powerapp\">Import the Sales Buddy PowerApp<\/h2>\n<ol>\n<li>\n<p>In a web browser, navigate to <a href=\"https:\/\/web.powerapps.com\/\" rel=\"noopener noreferrer\" target=\"_blank\"><u>https:\/\/web.powerapps.com<\/u><\/a> .<\/p>\n<\/li>\n<li>\n<p>Sign in by providing the same credentials that you used to sign up.<\/p>\n<\/li>\n<li>\n<p>In the menu on the left, select <strong>Apps<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Click <strong>Import package(preview)<\/strong>.<\/p>\n<p><img decoding=\"async\" alt=\"Import package screen\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2018\/07\/import-package.png\"\/><\/p>\n<\/li>\n<li>\n<p>Click the <strong>Upload<\/strong> button and select the PowerApp package you downloaded.<\/p>\n<\/li>\n<li>\n<p>For the <strong>App<\/strong> resource types, set <strong>IMPORT SETUP<\/strong> to <strong>Create as new<\/strong>.<\/p>\n<p><img decoding=\"async\" alt=\"Import settings screen\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/import-settings.png\" style=\"width: 600px; height: 225px;\"\/><\/p>\n<\/li>\n<li>\n<p>Click <strong>Import<\/strong> and wait until the process completes.<\/p>\n<p><img decoding=\"async\" alt=\"Import complete screen\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2018\/07\/import-done.png\"\/><\/p>\n<\/li>\n<\/ol>\n<h2 id=\"user-content-configure-the-powerapp-to-use-dynamics-365\">Configure the PowerApp to use Dynamics 365<\/h2>\n<ol>\n<li>In the web browser, click <strong>Apps<\/strong>.<\/li>\n<li>Click the <strong>ellipses<\/strong> next to the SalesBuddy PowerApp.<\/li>\n<li>Click <strong>Edit on the web<\/strong>.<\/li>\n<li>Click <strong>Allow<\/strong>.<\/li>\n<\/ol>\n<h3 id=\"user-content-delete-the-connections-to-dynamics-365-tables\">Delete the connections to Dynamics 365 tables<\/h3>\n<ol>\n<li>Click <strong>View<\/strong>.<\/li>\n<li>Click <strong>Data sources<\/strong>.<\/li>\n<li>In the <strong>Data<\/strong> pane, click the <strong>ellipses<\/strong> next to <strong>Accounts<\/strong>.<\/li>\n<li>Click <strong>Remove<\/strong>.<\/li>\n<li>In the <strong>Data<\/strong> pane, click the <strong>ellipses<\/strong> next to <strong>Contacts<\/strong>.<\/li>\n<li>Click <strong>Remove<\/strong>.<\/li>\n<li>In the <strong>Data<\/strong> pane, click the <strong>ellipses<\/strong> next to <strong>Products<\/strong>.<\/li>\n<li>Click <strong>Remove<\/strong>.<\/li>\n<li>In the <strong>Data<\/strong> pane, click the <strong>ellipses<\/strong> next to <strong>Opportunities<\/strong>.<\/li>\n<li>Click <strong>Remove<\/strong>.<\/li>\n<li>In the <strong>Data<\/strong> pane, click the <strong>ellipses<\/strong> next to <strong>Opportunity Lines<\/strong>.<\/li>\n<li>Click <strong>Remove<\/strong>.<\/li>\n<\/ol>\n<h3 id=\"user-content-recreate-the-connections-to-the-dynamics-365-tables\">Recreate the connections to the Dynamics 365 tables<\/h3>\n<ol>\n<li>\n<p>Click <strong>View<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Click <strong>Data sources<\/strong>.<\/p>\n<\/li>\n<li>\n<p>In the <strong>Data<\/strong> pane, click <strong>+ Add data source<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Click <strong>+ New connection<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Select <strong>Dynamics 365<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Select the name of your Dynamics instance.<\/p>\n<\/li>\n<li>\n<p>Select <strong>Contacts<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Click <strong>Connect<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Repeat the same steps to add the following tables:<\/p>\n<p><strong>Accounts<\/strong>, <strong>Products<\/strong>, <strong>Opportunities<\/strong>, <strong>Opportunity Lines<\/strong><\/p>\n<\/li>\n<\/ol>\n<h3 id=\"user-content-play-the-powerapp\">Play the PowerApp<\/h3>\n<ol>\n<li>\n<p>In the web browser, click <strong>Apps<\/strong>.<\/p>\n<\/li>\n<li>\n<p>Click the <strong>ellipses<\/strong> next to the SalesBuddy PowerApp.<\/p>\n<\/li>\n<li>\n<p>Click <strong>Open<\/strong>.<\/p>\n<p><img decoding=\"async\" alt=\"PowerApps ellipses menu\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2018\/07\/open-app.png\"\/><\/p>\n<\/li>\n<\/ol>\n<p>Watch <strong>this video<\/strong> to see how to use the Sales Buddy PowerApp sample.<\/p>\n<h2 id=\"user-content-sample-bar-code-images\">Sample bar code images<\/h2>\n<p>These bar code images correlate to the products added by the Package Deployer package. You can use them to demonstrate the bar code scanning functionality in the app. <a href=\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/Sales%20Buddy%20Barcodes.docx\">Dowload<\/a><\/p>\n<h2>Connectors<\/h2>\n<\/div>\n<div>\n<p style=\"margin: 0px 0px 10.66px;\">Sales Buddy uses the following Connectors to access Office 365 Services.<\/p>\n<p style=\"margin: 0px 0px 0px 24px; text-indent: -0.25in;\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <a href=\"https:\/\/docs.microsoft.com\/en-us\/connectors\/office365users\/\"><u>Office 365 Users<\/u><\/a><\/p>\n<p style=\"margin: 0px 0px 0px 24px; text-indent: -0.25in;\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <a href=\"https:\/\/docs.microsoft.com\/en-us\/connectors\/office365\/\"><u>Office 365 Outlook<\/u><\/a><\/p>\n<p style=\"margin: 0px 0px 10.66px 24px; text-indent: -0.25in;\">\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <a href=\"https:\/\/docs.microsoft.com\/en-us\/connectors\/dynamicscrmonline\/\"><u>Dynamics 365<\/u><\/a><\/p>\n<p style=\"margin: 0px 0px 10.66px;\">We hope you enjoy Sales Buddy and look forward to hearing how you extend it for your organization!<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Engage your customers and send them product information all while capturing opportunities and contacts in Dynamics 365. This app requires a small amount of setup to make it your own.<\/p>\n","protected":false},"author":95,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ms_queue_id":[],"ep_exclude_from_search":false,"_classifai_error":"","_classifai_text_to_speech_error":"","_alt_title":"","ms-ems-related-posts":[],"footnotes":""},"audience":[3378],"content-type":[],"job-role":[],"product":[3473],"property":[],"topic":[],"coauthors":[2139],"class_list":["post-65","post","type-post","status-publish","format-standard","hentry","audience-it-professional","product-power-apps"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Announcing the new Sales Companion sample app - Microsoft Power Platform Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Announcing the new Sales Companion sample app - Microsoft Power Platform Blog\" \/>\n<meta property=\"og:description\" content=\"Engage your customers and send them product information all while capturing opportunities and contacts in Dynamics 365. This app requires a small amount of setup to make it your own.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/salescompanion\/\" \/>\n<meta property=\"og:site_name\" content=\"Microsoft Power Platform Blog\" \/>\n<meta property=\"article:published_time\" content=\"2018-07-23T19:12:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-11T15:07:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif\" \/>\n<meta name=\"author\" content=\"Casey Burke\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@caseyburke21\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Casey Burke\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/\"},\"author\":[{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/author\/casey-burke\/\",\"@type\":\"Person\",\"@name\":\"Casey Burke\"}],\"headline\":\"Announcing the new Sales Companion sample app\",\"datePublished\":\"2018-07-23T19:12:41+00:00\",\"dateModified\":\"2025-06-11T15:07:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/\"},\"wordCount\":670,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif\",\"keywords\":[\"Templates\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/\",\"name\":\"Announcing the new Sales Companion sample app - Microsoft Power Platform Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif\",\"datePublished\":\"2018-07-23T19:12:41+00:00\",\"dateModified\":\"2025-06-11T15:07:47+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage\",\"url\":\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif\",\"contentUrl\":\"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Announcing the new Sales Companion sample app\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/\",\"name\":\"Microsoft Power Platform Blog\",\"description\":\"Innovate with Business Apps\",\"publisher\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization\",\"name\":\"Microsoft Power Platform Blog\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png\",\"contentUrl\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png\",\"width\":194,\"height\":145,\"caption\":\"Microsoft Power Platform Blog\"},\"image\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/person\/9197264c0e329b9c121460d02a7a0b63\",\"name\":\"Casey Burke\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/secure.gravatar.com\/avatar\/b55db13fb49afbecbe9b1bad1915b782b00c0b581dd077120586f2384f65e76c?s=96&d=mm&r=g8313cae7de836c0bf0eb43deb7876542\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/b55db13fb49afbecbe9b1bad1915b782b00c0b581dd077120586f2384f65e76c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/b55db13fb49afbecbe9b1bad1915b782b00c0b581dd077120586f2384f65e76c?s=96&d=mm&r=g\",\"caption\":\"Casey Burke\"},\"description\":\"Casey leads product for Power Platform application lifecycle management (ALM).\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/casey-burke-microsoft\/\",\"https:\/\/x.com\/caseyburke21\"],\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/author\/caburk\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Announcing the new Sales Companion sample app - Microsoft Power Platform Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/","og_locale":"en_US","og_type":"article","og_title":"Announcing the new Sales Companion sample app - Microsoft Power Platform Blog","og_description":"Engage your customers and send them product information all while capturing opportunities and contacts in Dynamics 365. This app requires a small amount of setup to make it your own.","og_url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/salescompanion\/","og_site_name":"Microsoft Power Platform Blog","article_published_time":"2018-07-23T19:12:41+00:00","article_modified_time":"2025-06-11T15:07:47+00:00","og_image":[{"url":"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif","type":"","width":"","height":""}],"author":"Casey Burke","twitter_card":"summary_large_image","twitter_creator":"@caseyburke21","twitter_misc":{"Written by":"Casey Burke","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#article","isPartOf":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/"},"author":[{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/author\/casey-burke\/","@type":"Person","@name":"Casey Burke"}],"headline":"Announcing the new Sales Companion sample app","datePublished":"2018-07-23T19:12:41+00:00","dateModified":"2025-06-11T15:07:47+00:00","mainEntityOfPage":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/"},"wordCount":670,"commentCount":0,"publisher":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization"},"image":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage"},"thumbnailUrl":"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif","keywords":["Templates"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/","name":"Announcing the new Sales Companion sample app - Microsoft Power Platform Blog","isPartOf":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage"},"image":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage"},"thumbnailUrl":"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif","datePublished":"2018-07-23T19:12:41+00:00","dateModified":"2025-06-11T15:07:47+00:00","breadcrumb":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#primaryimage","url":"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif","contentUrl":"https:\/\/pappsfeprodwestuscontent.blob.core.windows.net\/sampleapps\/Sales%20Companion\/SalesBuddygif2.gif"},{"@type":"BreadcrumbList","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2018\/07\/23\/salescompanion\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/"},{"@type":"ListItem","position":2,"name":"Announcing the new Sales Companion sample app"}]},{"@type":"WebSite","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/","name":"Microsoft Power Platform Blog","description":"Innovate with Business Apps","publisher":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization","name":"Microsoft Power Platform Blog","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png","contentUrl":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png","width":194,"height":145,"caption":"Microsoft Power Platform Blog"},"image":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/person\/9197264c0e329b9c121460d02a7a0b63","name":"Casey Burke","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/b55db13fb49afbecbe9b1bad1915b782b00c0b581dd077120586f2384f65e76c?s=96&d=mm&r=g8313cae7de836c0bf0eb43deb7876542","url":"https:\/\/secure.gravatar.com\/avatar\/b55db13fb49afbecbe9b1bad1915b782b00c0b581dd077120586f2384f65e76c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b55db13fb49afbecbe9b1bad1915b782b00c0b581dd077120586f2384f65e76c?s=96&d=mm&r=g","caption":"Casey Burke"},"description":"Casey leads product for Power Platform application lifecycle management (ALM).","sameAs":["https:\/\/www.linkedin.com\/in\/casey-burke-microsoft\/","https:\/\/x.com\/caseyburke21"],"url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/author\/caburk\/"}]}},"bloginabox_animated_featured_image":null,"bloginabox_display_generated_audio":false,"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Microsoft Power Platform Blog","distributor_original_site_url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/posts\/65","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/users\/95"}],"replies":[{"embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/comments?post=65"}],"version-history":[{"count":5,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/posts\/65\/revisions"}],"predecessor-version":[{"id":124576,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/posts\/65\/revisions\/124576"}],"wp:attachment":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/media?parent=65"}],"wp:term":[{"taxonomy":"audience","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/audience?post=65"},{"taxonomy":"content-type","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/content-type?post=65"},{"taxonomy":"job-role","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/job-role?post=65"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/product?post=65"},{"taxonomy":"property","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/property?post=65"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/topic?post=65"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/coauthors?post=65"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}