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Hi
I am building a CRM using Model Driven App. If I have 10 "Sales Order" Dataverse tables (which are records of 10 sales reps), how do I concatenate these 10 tables into one table (assuming all 10 tables have the same columns) on which I will be able to generate sales reports using this one single consolidated table? Requirement is that any modification from any of these 10 tables should immediately be reflected in the consolidated table. Each sales rep will have their Model Driven Apps. I will have a Model Driven App on which I will create the reports on.
Thank you and appreciate your help.
Stephen
Hi
I have just sent you a DM
Stephen
Hi @Anonymous ,
Is there a reason you don't have 10 records in a single "Sales Order" table with the SalesRep as a column (or even the Owner) of the record? You would be able to use standard security roles to control access of the records to have Sales Reps only see their own records and wouldn't need to try and "consolidate" anything together.
Just trying to understand the separate tables and separate apps for each sales person, not something I have ever seen before.
If you really need to have them separated, I would look at Power BI for your reporting and consolidation of this information together into a single view. Power BI will be able to create many different reports on this data without trying to consolidate.
If you would like to discuss your data model more one-on-one, I would be happy to, just send me a direct message and we can setup time.
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mmbr1606
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stampcoin
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Michael E. Gernaey
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