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Power Platform Community / Forums / Power Apps / Help on best practices...
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Help on best practices with d365 data

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I want to know what is the best practice for this situation please.

I want to create a model driven powerapp that will help sales staff track a case or situation everytime a customer is shorted.

To get information from d365 like customer, order, on hand quantities, should I do a dataflow to populate the necessary fields into some kind of custom case entity in powerapps, or should I load them into respectice customer, order, etc.. entities? I will probably reuse some of the information elsewhere like customers. 

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    ChrisPiasecki Profile Picture
    6,422 Most Valuable Professional on at

    Hi @JTA,

     

    Is there a specific reason why you can't build your model driven app on the existing D365 environment? That way you have access to the same Customer and Sales related tables, rather than synchronizing/duplicating the data to other tables. You can create your own Case table and create the necessary relationships to your customer tables to track cases against. In your model driven app you can simply add the relevant tables, views, forms, dashboards, etc that serve the purpose of your app to keep it simple and focused.

     

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