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Hello All,
This is an urgent requirement for us and I would greatly appreciate any help or pointers on this.
Requirements: Currently our Federal Client maintains all their records in huge Excel Spreadsheets. They want to port it all over to more modern ways of storing/managing their data and they have advised us that they prefer Common Data Services for the backend and Dynamics Forms, as their preferred front end.
We did a proof of concept in PowerApps but they are leaning more towards building Dynamics Forms as their front end, as of now.
Here are my list of questions:
- Dynamics CRM seem to have many applications/modules like Sales, Customer Service etc. But this project we are building for our client is very specific. It is a custom, ‘Tracking System’ application and does not definitely fall under any of these broad business modules like HR or Sales etc. If we have to build small custom applications within Dynamics, which module does Microsoft recommend us to buy?
- As I indicated above, our client wants to have CDS as the backend. Can all CRM applications support and talk to CDS backend custom entities and do they all have Forms that can present/manage the underlying data?
- Also, Flows (Power Automate) is another important feature that we plan to use a lot. I read somewhere that ‘Business Central’ deals with lists and cannot talk to custom entities. So, Is it possible for us to get a list of Dynamics CRM applications/modules that support: CDS 2) Power Automate Flows and 3) Data Flows?
- What is Business Central? Under what category of applications does it fall under? All I see on the main CRM site under the Applications drop down is 1) Sales 2) Customer Service 3) Field Service 4) Microsoft Project Operations etc. It is very confusing and frankly, very overwhelming and am not sure where to look for what?
- The development setup would be that we, as a commercial software development company, would be buying licenses as well and creating all the Forms and custom CDS entities within our commercial/business space on behalf of our Federal client. When it comes time for deployment to the Government space, what are the things we should be concerned about? Meaning, are there any features (after we decide on the specific module in point no 1)) that are supported in the commercial business space but that are not supported in the Government Space? We don’t want to be in a situation where we do all the development in our company’s commercial space and when it comes time for deployment to our federal client Government site, nothing works because some features are not available in the government space. Please do let us know how the deployment works and what we should be concerned about when it comes to Information Security.
- Would Dynamics 365 forms still be a thing in the future or would it become obsolete? Reason I ask is PowerApps (Canvas or Model Driven) front ends are becoming more and more popular and we just want to let our clients know if Forms can become obsolete in a year or two.
- Is it possible for us to get 2-3 lines of description of what each module/application within Dynamics CRM does and what features it supports, with regards to CDS/Flows? This will help our clients decide, as all these modules/applications are too overwhelming on first look.
- Is it true that if we buy licenses for one of these CRM modules (Answer to point no 1 above), PowerApps licenses would be included in it and comes free?
This is a project were our prestigious federal clients can potentially buy 4000 licenses. We have opened service tickets and asked in forums but nobody has given a call back or gotten an answer unfortunately. I don't want to install trial versions of 20 products like "Sales" etc that the clients don't even care.
I would highly appreciate if we can get answers to the above questions.
Thanks again
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