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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Have customer access t...
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Have customer access their cases via a PowerApp - possible?

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Posted on by Petem34 5

Good evening,

I am trying to achieve the following:

  • I want to build a solution in PowerApps which is shipped to customers. These customers install and run the application from their tenant. 
  • As part of this solution, they could be able to create and work on Cases in our central Dynamics environment by a model driven PowerApp which simply is built on the "Cases"-dataverse table

Since I do not have the environment setup to test this out: will this work?

I am thinking two issues:

  1. Datasource: is it possible to use the Dataverse connector to connect to an external tenant?
  2. Dynamics license: whats the impact on my Dynamics licenses?

The naive solution which my brain spits out is: create a user in your Dynamics environment for this customer, use the customer/service principal? to connect to the Dataverse and you are done - including security.

But that surely is too easy?

Has anyone done that already?

Thanks
Pete

  • Petem34 Profile Picture
    Petem34 5 on at
    RE: Have customer access their cases via a PowerApp - possible?

    Thank you Leah for the great feedback!

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Have customer access their cases via a PowerApp - possible?

    Hi Petem34,

    What's type of the user you mentioned? 

    application user?

    (1)Register app in Azure Active Directory:

    App registration in Azure Active Directory, enables a user with Power Apps user account to connect to their Microsoft Dynamics/ Dataverse environment from external client applications using OAuth Authentication.

    https://www.c-sharpcorner.com/article/how-to-register-an-app-in-azure-active-directory-for-dynamics-365-ce-online/ 

    (2) Create An Application User

    https://www.c-sharpcorner.com/article/how-to-create-an-application-user-in-dynamics-365-ce-online/ 

    Please refer to the following links for more detailed steps:

    https://readyxrm.blog/2020/10/30/how-to-setup-a-common-data-service-application-user-and-why/ 

    powermaverick.dev/.../

    1.Datasource: is it possible to use the Dataverse connector to connect to an external tenant?

    When you register application, you can select multitenant option:

    pastedimage1678330527225v1.png

    2.Dynamics license: whats the impact on my Dynamics licenses?

    Application user wouldn’t consume a license in your dynamics environment.

    ==============================

    Or you can create guest uses for these customers, and  it can consume a license:

    debajmecrm.com/.../

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