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Retreiving and processing data from Dynamics 365 F&O based software

Posted on by 6

Hi community,

I'm researching the ways to retrieve and process large datasets from several tables. I was forwarded to this forum from regular Power Apps comunity but originally I  was thinking if it was possible with using Dataverse using Power Automate and Power Apps. The tables are quite large, containing millions of records with complex relationships and the data is retrieved from Dynamics 365 and based on Dynamics 365 official accountant software(HI-KORT). The main purpose is retreiving data and conduct checking this data with dates of checking and PIC name and possible print or save as csv/Excel file. 

Requirements:

  1. Efficient data retrieval and processing.
  2. Ability to handle large volumes without significant performance issues.
  3. Output the processed data into Excel or CSV format
  4. Avoiding extra costs on licenses and premium connectors

I wonder if it is possible without usage of premium connectors and BI and if there is a need of special permissions and security roles for each user who is accessing the app.

 

The data is in D365 FO/HI-KORT and we want it to be accessible from Power Apps (or alternatives) so we can read and add some information to new (not existing in the original tables) columns who and when checked the records. There are several tables and not all of them related. Currently the checkings are via Excel and it is quite bulky that is why we would prefer more advanced way with filtering and such available on daily basis. So the tables would be accessed every day up to several times by several users. 

 

 Will be grateful for all your kind ideas and suggestions but thank you for your consideration as well. Wish you a pleasant day!

  • asa9 Profile Picture
    asa9 6 on at
    Retreiving and processing data from Dynamics 365 F&O based software
    Thank you for your kind reaching out! My apologies for the late reply!
     
    The data is in D365 FO/HI-KORT and we want it to be accessible from Power Apps (or alternatives) so we can read and add some information to new (not existing in the original tables) columns who and when checked the records. There are several tables and not all of them related. Currently the checkings are via Excel and it is quite bulky that is why we would prefer more advanced way with filtering and such available on daily basis. So the tables would be accessed every day up to several times by several users. 
     
    I am new on the forum and failed to find a reply button to the replies so I hope this message will reach you. I will add it to the original post just in case. 
  • Waed Ayyad Profile Picture
    Waed Ayyad 3,706 on at
    Retreiving and processing data from Dynamics 365 F&O based software
    Hi,
     
    Are the data relating to standard tables? Do you want to integrate the data with D365 FO?
     
    Thanks,
    Waed Ayyad
  • Anthony Blake Profile Picture
    Anthony Blake 1,207 on at
    Retreiving and processing data from Dynamics 365 F&O based software
    Hi, how often do you need this data, as a one off or at regular intervals?

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