Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

User access to Finance & Operations data via Power Apps

(0) ShareShare
ReportReport
Posted on by 4
Hi,

I am working on a business project, in which the goal is to develop a Power App in Microsoft Power Platform to simplify a tedious business process.  Among other things, the app-users need various access to data that is stored in Dynamics 365 Finance & Operations.

We are still in the scoping-phase of the project, and I am currently trying to gain a better understanding of how to design an efficient integration with D365 Fin&Ops. I have tried to read up on information about the subject, but I am a bit confused on how to handle this properly. I therefore want to turn to the community for help, and any tips and reflections will be much obligued.

So far, I have read about several potential ways of integrating with Fin&Ops, i.e. Dual-Write, Virtual Tables/Virtual Entities, Fin&Ops connector in Power Apps. As alternatives to direct integrations between Power Apps and Fin&Ops, we are considering a solution in which Fin&Ops data is regurlarly exported/imported to/from a BYOD or a Custom Dataverse Table. Our main concern at the moment is that we do not fully understand how user-licenses and data access can/should be handled when it comes to the direct integrations between Power Apps and Fin&Ops.

Say we want to use virtual entities via Dataverse to access Fin&Ops data, which seems to be a viable and well integrated option. Do all users of the Power App then need individual user-licenses in Fin&Ops simply to read data stored in the virtual entity tables? I have read about /anonymous access from Power Apps Portals/, which seems to describe a scenario in which anonymous users (which I read as random users, i.e. could be anyone on the internet), can gain CRUD rights in Fin&Ops through designation of a user who is used for anonymous access. Do I understand this correcly if this means that /anonymous users/ can /proxy/ a user with specific rights within Fin&Ops, and thus a Power App can be developed using virtual entities and anonymous access to allow for users without user licenses in Fin&Ops to perform CRUD operations via the app?

Short description of the project and what we want to achieve.

- We are using Dataverse as a main database for our project and environment.
- The app will be used by company employees only, and there is no need for external exposure.
- The app will be used by ~50-60 people (of which approximately only 10 currently have a Fin&Ops user license)
- The users who have Fin&Ops licenses are working within Fin&Ops on a daily basis, but the remaining users (thos e0who currently do no have Fin&Ops licenses) will only need to access Fin&Ops data via the new Power App that is under development once or twice a year.
- All users of the app need /read-access/ to data stored in certain tables in Fin&Ops, which will be used as selection-alternatives in application processes.
- Users who currently have Fin&Ops licenses should be able to perform full CRUD operations via the App (this can be implemented in stage 2 of the development process, but the design should account for this requirement from the start).

Ultimately, we want an efficient integration between Power App and Fin&Ops which does not require us to obtain/purchase 50 new Fin&Ops licenses simply to handle application processes that most individuals will perform once or twice a year.

Hope someone in the community can help me/us with some information that can help us design our solution.

Regards,
Fredrik 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,233 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,923 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Product updates

Dynamics 365 release plans