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Developing an Online Portal for Data Ingestion/Entry

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Posted on by 15

Hello. I'm very new to Microsoft Power Apps in general, and I would like some direction regarding a task.

I have a project that is asking of my team to develop an online portal for data ingestion/entry. Basically, data (Excel files, potentially other sources later as well) is fed through the portal, entities are created from the Excel datasheets in Dynamics 365, and then Power BI reads from D365 as a data source and dashboards can be created. Also need to define user groups and roles for data input through the portal. The project is already using CRM dynamics 365 so we need to build over it the required entities to feed to the dashboard. How would I best approach this? We can use any Power App available or utilize Dataverse.

Another question as well. How do you exactly link D365 with Power BI? Do you just use the url or do you need some sort of API url?

From my research, I saw that Power Automate might help. Also came across web Portals in Power Apps. I'm stuck and documentation is very confusing so anything can help. A workflow or reference would also be appreciated. 

Thank you all. 

Apologies if my post isn't in the right topics or filters. 

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  • NaCarns Profile Picture
    NaCarns 15 on at
    RE: Developing an Online Portal for Data Ingestion/Entry

    Hello. Thanks for the reply. This does answer the last part of my question, so thank you for the reference.  

  • Suggested answer
    Nya Profile Picture
    Nya 29,043 on at
    RE: Developing an Online Portal for Data Ingestion/Entry

    Hi,

    Power BI is mainly used to generate some reports in Dynamics.

    Here is an article which is a tutorial about how to use Power Bi in Dynamics which may help you.

    Creating PowerBI Report with Dynamics 365 - Top Microsoft Dynamics and NetSuite Partner & Dynamics CRM Consultant in San Diego (alphabold.com)

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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