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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

New Project - Where to begin.

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Posted on by 8

Hello All,

 

I have a new project assigned to me wherein I have to explore building a Custom PowerApps application pointing to Dynamics as the underlying Data source.

 

I am very new to the Dynamics world and I am not even sure where to begin. Like, when I try to connect, it says Dynamics 365 ad Deprecated. The app I am building is very customized and cannot be bracketed as a Finance or a Sales app.

 

It is just a regular business app with one-one, one-many and many-many with connections to external excel data sources needed.  

 

Can you please let me know where to begin and what module to connect to, within Dynamics, as it is confusing when I read 'Finance'  and 'Sales' modules etc.

 

Thanks in advance.

 

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  • Suggested answer
    Haansi Profile Picture
    1,433 Moderator on at
    [quote user="Power Platform Communities"]I have a new project assigned to me wherein I have to explore building a Custom PowerApps application pointing to Dynamics as the underlying Data source.[/quote]

    D365 CE is collection of some prebuild applications (like Finance, Sales). You can get these and customize if you need their functionality. 

    In D365 data tables are called entities. I think you want to create entities but you might not need to have D365 Apps. I think to start you can try to find what sort of app you are going to build. In Power Apps there are two types of apps:

    1. Model Driven Apps (example D365 CE apps such as sales, services etc. You can extend these or create a model driven app which looks similar to D365 CE apps )

    2. Canvas Apps (usually to perform a task, small apps, for example mark attendance is a process and you are going to build app for it)

    [quote user="Power Platform Communities"]The app I am building is very customized and cannot be bracketed as a Finance or a Sales app.[/quote]

    Did my above explanation helped ? You can create a model driven app if you dont need D365 apps (Finance, Sales etc) using same development infrastructure.

    [quote user="Power Platform Communities"]

    It is just a regular business app with one-one, one-many and many-many with connections to external excel data sources needed.  

    [/quote]

    with model driven apps we store data in entities (data table in CDS) but using Power Automate we can connect to external data soruces. With Canvas apps we can store primary data in entities, excel, share point and for connecting to different external sorurce same Power Automate.

    [quote user="Power Platform Communities"]Can you please let me know where to begin and what module to connect to, within Dynamics, as it is confusing when I read 'Finance'  and 'Sales' modules etc.[/quote]

    Explore what is CDS, Model Driven App, Canvas App and Power Automate. 

    here is a link:

    https://docs.microsoft.com/en-us/learn/powerplatform/

    Let us know if you have further questions.

  • Power Platform Communities Profile Picture
    8 on at

    Thank You for your response! Yes, I read a lot more since I asked this question here. What confused me initially was more of which Dynamics CE app I should choose to start creating my proof of concepts, as there were so many. 

     

    Most of the applications does have the "Entity" concept while few seem to have the "List" concept. So, was very confused initially which one I should be installing as a trial. 

     

    I may need more information later on but for now, I think I have enough. Thanks though!

  • Power Platform Communities Profile Picture
    8 on at

    Hello Helper,

     

    Our US Federal clients have finally decided to go in with Dynamics 365 with CDS as the backend. I am very new to Dynamics 365 and I just had a few questions.

     

    1) Like I mentioned, I have to create CDS entities and Dynamics 365 Forms (front end). But what is confusing with 365 is the amount of applications/modules it has. I don't think our federal clients are  going to go in for say, Sales CRM module within Dynamics 365, as we are trying to build a custom small application for them. What modules/CE applications can we advise them to go in for,  that can connect to CDS entities as the Backend and Dynamics 365 Forms as the front end? 

     

    There are some modules within Dynamics that does not seem to support talking to CDS/Entities and instead, deals with Lists of data. Where can I find that information which module does support creation of entities and talking to CDS Vs not. Or is it that e go in for any CE application/module and it all knows how to talk to CDS Entities as the Backend? 

     

    2) Also, since it is a Federal Client, where can I find information what features are supported on  a Consumer Business License (which I would be building/developing on) which may not be supported on a Government cloud?

     

    3) What are the precautions we have to take to deliver the project to our government clients? We don't want to be in a situation wherein we develop the CDS and Dynamics forms on a Business (my company's License) and come time for deployment to the Government space, it blows up and nothing works. 

     

    Thanks in advance!

    -

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